144 GOULD ST, SUITE 205, NEEDHAM, MA 02494

INFO@SIEGELSOLUTIONS.COM

SERVICES

Consulting for QuickBooks

Get the help and training your business needs to succeed.

QuickBooks Online (QBO) and QuickBooks Desktop (QBD) are very powerful products if setup and used correctly.  There may also be a need to bring in a 3rd party application to increase the functionality of the accounting system.

Consulting for QuickBooks Services

  • From single user to up to 30 users, we can help implement QuickBooks.
  • Access and evaluate the current QuickBooks setup.
  • Review all operational and accounting process and workflows and ensure QuickBooks is set up correctly to handle your business and, if necessary, redesign QuickBooks for your needs.
  • Look for deficiencies in the system and either turn on features in QuickBooks to correct for them or research applications to bring in additional functionality.
  • Create custom reports needed to manage the business.
  • Ensure you are on the correct version of QBO or QBD.
  • Review the file size and if needed discuss options to reduce the file or start a new one.
  • Provide training on new features that are constantly being added to QuickBooks.
  • Setup and train using the advanced inventory features in QuickBooks.
  • Add real-time visual financial dashboards to QuickBooks.
  • Conversion from others systems to QuickBooks.
  • Support and training for new and existing staff
CONTACT US FOR CONSULTING SERVICES

kim

Kimberly Mitchell
Partner Development Manager

 

Kim is a Partner Development Manager with 10 years of experience working with Strategic Partners. As a 19-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.

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Noah

Noah Raney
Senior Account Payroll Manager

 

Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get set up with the best discounts, he is here to help. Your success and satisfaction are of utmost importance!

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Sean

Sean McCaffery
Global Channel Sales Partnerships and Alliances Leader

 

Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double-digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS-based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!

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Gabor

Gabor Terebesi
Account Manager

 

Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.

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Aimee

Aimee Garneau
Accounting Manager

 

Aimee joined Siegel in 2022 as the Accounting Manager overseeing the accounting and bookkeeping team. Aimee brings 18 years of experience with increased responsibility with privately and publicly held companies. Her experience lies with SaaS-based companies as well as in healthcare, consulting, education and nonprofits. Prior to joining Siegel, she held accounting leadership positions with Waban Projects, Elastic Path, Moltin, and Ned Davis Research. Aimee loves partnering with business owners to establish financial reporting and results that promote growth and expansion. When Aimee is not working, she loves spending time with her family and friends and exploring all New England has to offer. She is also an avid Red Sox fan and enjoys going to Fenway Park when she can.

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