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Offices through out Florida and Georgia

Serving Clients Nationwide

 

800-269-0153  -  813-269-0153

info@solutionresources.org

 

Consultants

 

Stacy Y. Patrick, CPA   Managing Partner       Direct  813-269-0153     sypatrick@solutionresources.org

Stacy Y. Patrick is the managing partner of Solution Resources, Inc. (SRI) an Intuit® Premier Reseller. She assists both accountants and clients in understanding and analyzing complex accounting matters with the end goal being accurate internally-generated financial statements and self-sufficiency.

As an Intuit Premier Reseller, Stacy provides her clients with the significant resources they need through in-depth Intuit training, Intuit products and consulting services. She is Advance Certified in QuickBooks, and Certified in Enterprise, Desktop and QuickBooks Online.  She is a diamond member ProAdvisor and that coupled with her extensive accounting and auditing experience, makes her an invaluable asset to Solution Resources and our clients.

Formerly, Stacy Y. Patrick was a shareholder in the Tampa Bay firm of Aidman, Piser & Company, P.A.  with 30+ years of experience in accounting and auditing. She has a broad background serving clients in various industries, from small businesses to public companies. Prior to Aidman Piser, Ms. Patrick was affiliated with a national accounting firm as an audit manager. In that capacity, upon invitation from the firm’s National Accounting and Auditing Department, Ms. Patrick wrote several accounting and auditing courses which she also presented nationally. Ms. Patrick graduated from the University of South Florida with a B.S. in Accounting in 1981. She is a member of the Florida Institute of Certified Public Accountants. Ms. Patrick is certified in Florida and was previously certified in 12 other states in connection with serving clients in those states.

Ms. Patrick has had several private equity investments and was closely involved in activities with regard to these investments. Her hands-on involvement in these businesses helps her to understand on a personal level the problems faced by small businesses today. That insight will help you in your business.

Ms. Patrick is active in several community service organizations and serves as Treasurer for The Champions Fund which is a national public charity that works to simplify and support charitable endeavors for professional athletes through foundation management, community partnerships and programs involving charitable giving from professional athletes covering most major professional sports including but not limited to the NFL, NHL, NBA and MLB.

 
   

Sandy Robertson       Founding Partner           813-269-0153 

sandy@solutionresources.org

Sandy Robertson is the founding partner of Solution Resources, Inc. (SRI) an Intuit® Premier Reseller and Diamond Level ProAdvisor.  Through her firm, she currently works with a variety of small to mid-sized business in training, implementation and support of their accounting and business management software.  She assists both accountants and clients in understanding and analyzing accounting matters with the end goal being accurate internally-generated financial statements and self-sufficiency
 

As an Intuit Premier Reseller, she adds significant resources to all of her clients through in-depth Intuit training, Intuit products and consulting services related thereto.  Those products currently include Intuit’s QuickBooks Enterprise Suite V 17, QuickBooks Point of Sale V-14, Advanced Reporting. QuickBooks Online and many more.  All have undergone significant upgrades this year. 

Her industry experience includes retail, insurance, bonding, finance, professional services, manufacturing & distribution, not-for-profit, hospitality & construction. 

Sandy founded Solution Resources in 1997 after 15 years as CFO in the hospitality and construction industries.  In addition to serving as CFO for a commercial general contractor, she previously served as Controller in various organizations including one position where she worked with an in-house programmer in the development of a custom accounting and management information system for a not-for-profit organization.  Her first accounting software implementation in 1975 was a 20 million dollar agency reporting to the Federal, State and County Governments.

Sandy was introduced to the Construction Industry, her specialty, in 1979 as controller for the largest contract bond agency in the State of Florida, where she converted an external accounting system to in-house reporting under a system developed by Aetna.  Her duties also included detailed analysis of contractor financial statements for bonding purposes.    

 Sandy attended the Agnes Scott College in Decatur, GA and graduated from Massey College in Atlanta, Ga.

 
   

Julie Wallace               Point of Sales Specialist

Direct  904-568-5053

Julie Wallace is the Point of Sale Specialist for Solution Resources, Inc. (SRI) an Intuit® Premier Reseller. Through her firm, Consulting for Accounting Solutions, located in Jacksonville, Florida, she provides consulting to companies needing QuickBooks software setup, training and support. Julie certified in QuickBooks since 1999 she consults with all industries.  She also performs business process analysis and helps clients implement procedures improving accuracy and timeliness of financial information.

Her background in private accounting, with job responsibilities in all accounting related roles including accounts receivable, payable, payroll, general ledger, fixed asset, human resources, cash flow, budgeting, data analysis, consolidation and financial reporting, give her the experience to deal with your company’s pain points.

 
Julie is Enterprise and QuickBooks Advanced Certified, but her principal role in Solution Resources, Inc. is that of Point of Sale Specialist.  She has been certified in Intuit’s Point of Sale since its inception and serves as the key point person in all POS implementation projects. From brainstorming the existing system through turnkey implementation and troubleshooting, Julie excels at POS.  
   
Leonard L. Love     Accounting Specialist

QuickBooks Online Certified

LLL@solutionresources.org

INTEGRITY - LEADERSHIP - TECHNICAL EXPERTISE   Leonard is an experienced successful Financial-Accounting Professional with extensive “hands-on” practice in financial, accounting, administrative and management operations for businesses of varied size and complexity. A resident of Tampa Bay for over two decades, Leonard has served in senior leadership positions such as General Manager, Treasurer, Chief Financial Officer and Director of Finance for many fast-paced, multimillion-dollar organizations including Ruth Eckerd Hall and the Florida Suncoast Dome (now known as Tropicana Field). Leonard has also worked with many small to medium sized organizations to successfully implement financial and accounting solutions which improved productivity, increased efficiency and boosted revenues. Leonard’s goals are totally “client-focused” with a mindset of service.
 
   
Doris Permenter    Consultant-BookKeeper

Doris@solutionresources.org

Doris  is a Solution Resources, Inc. Consultant. Doris provides bookkeeping services and implementation, training and support services for QuickBooks Pro, Premier and Enterprise  for businesses in the Tampa Bay Area.