Managing Partner - 813-269-0153 - firstname.lastname@example.org Testimontials
Stacy Y. Patrick, CPA 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 CPA 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.
Founding Partner - 813-269-0153 email@example.com
Sandy Robertson is the founding partner of Solution Resources, Inc. (SRI) an Intuit® Solution Provider. 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 23, Innovative Merchant Services 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.
She 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 has used QuickBooks for Contractors, Sage 100 and Timberline in the construction industry.
Sandy attended the Agnes Scott College in Decatur, GA and graduated from Massey College in Atlanta, Ga.
Sandy has obtained the following Certifications:
Intuit® QuickBooks Advanced Certified Professional Advisor Since 2007
Field Service Management Certified
Sage® Master Builder™ Sage 100 -Consultant Certified in 2001Sage® Master Builder™ Consultant Certified in 2001
Sage® Peachtree ™ Sage 100Premier Advisor (Peachtree User Since 1982)
Doris Permenter - QuickBooks Enterprise Bookkeeper Consultant.
Nicki Gelman: QuickBooks Online Bookkeeper Consultant
Out Intuit Team
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!
Kim is a Senior Channel Account Manager with over eight years of experience working with Strategic Partners. As a 17-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. When we have a problem, we call Kim.
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 setup with the best discounts, he is here to help. Your success and satisfaction is of utmost importance!
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
We at Solution Resources would like to thank all of our past leaders at Intuit. Specifically, Steve Hall, Charlie Snyder, Dave Vieregg, Marie Archuleta, BJ Schaknowski and most important of all, Simon Pass. We thank all of them for their guidance, training and support over our last 20 years at Intuit.