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Consultants

 
Stacy Y. Patrick, CPA
Managing Partner
800-269-0153
SYPatrick@solutionresources.org
ProAdvisor Profile

Stacy Patrick is the managing partner of Solution Resources, Inc. Stacy has 25 years as a CPA starting with an International firm and culminating as a partner serving and managing engagements for public and private companies globally and in 13 states.  In connection therewith, she managed all engagement matters, assigned and trained audit staff, developed the audit plan and approach, ensured that all accounting and auditing standards were complied with, handled quality control matters for the audit department, maintained client relationships, and managed each job to arrive at both job efficiency and effectiveness. She also supervised professional and administrative staff to ensure engagement priorities were adhered to and attest engagements were completed timely and accurately.  She left to pursue balance in her life.

No more, no less, just better.  Now Stacy is a hands-on executive, handling all phases of her own small businesses. Through ownership in SRI and other equity investments, coupled with her partnership with Intuit, she knows all sides of business operations. What’s more, is she adds that true “value-added” component, instinctively understanding needs, wants and desires of her clients and converts those to real goals and hence, success. In addition to being a Certified Public Accountant in the State of Florida and member in both the AICPA and the FICPA, she is an Intuit Premier Reseller.  She is a past TOP 100 ProAdvisor of the year, Diamond Level ProAdvisor and Intuit Certified in QuickBooks Enterprise, QuickBooks Desktop, Advance Certified, Online and Point of Sale Stacy, her partners and SRI’s consultants are dedicated, trained and tested by Intuit in the small- to medium- sized businesses.  This knowledge can be put to work for your business. Let her goal of continued A+ success in implementation, what she loves best, be your’s.

 
   

Sandy Robertson

Founding Partner
800-269-0153

 sandy@solutionresources.org

ProAdvisor Profile   
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.   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.  
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 8 QuickBooks Point of Sale V-18, 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 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@solutionresources.org

ProAdvisor Profile

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.