Stacy is the managing partner of Solution Resources, Inc. She has over 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 licensed 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. However, 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, she provides a true "value-added" component, instinctively understanding the needs, wants, and desires of her clients and converting 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 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.
Sandy is the founding partner of SRI, an Intuit® Premier Reseller, and a 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 organizantions, including one position where she worked with an in-house programmer in the development of a custom accounting and management information system for a organization. Her first accounting software implementation in 1975 was for a $20 million agency reporting to the Federal, State, and County Governments.
As an QuickBooks Solution Provider, she adds significant resources to all of her clients through in-depth Intuit training, Intuit products, and consulting services related to them. Those products currently include Intuit's QuickBooks Enterprise Suite V 19. QuickBooks Point of Sale V-18, Advanced Reporting, QuickBooks Online, and many more. Her industry experience includes retail, insurance, bonding, finance, professional services, manufacturing and distribution,, hospitality, and construction.
Sandy was introduced to the Construction Industry, her specialty, in 1979 as a 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.
Melissa is a financial specialist with Solution Resources, Inc. Melissa has over 25 years of accounting experience with 11 years in public accounting in charge of audits in a variety of industries. She has also served as Chief Financial Officer for a securities broker/dealer where she was responsible for all aspects of financial management, accounting and regulatory reporting to the Securities Exchange Commission, the National Association of Securities Dealers and various stock and debt holders. She currently provides accounting and CFO consulting services to businesses including bookkeeping, month end close, year-end close, financial statement preparation, review and analysis, and the preparation for financial statement audits and reviews. In that regard, Melissa recently completed a three-year project assisting a public company with its Internal Control over Financial Reporting (ICFR) assisting with the preparation of process narratives for all aspects of the Company and the performance of control testing while also acting as the liaison between management and the national public accounting firm. Melissa has extensive knowledge with QuickBooks and assists various clients with the setup and maintenance of their books. Melissa enjoys special projects and is looking forward to helping you solve your problems and make your business a success.
She is a licensed Certified Public Accountant and has been awarded membership by the American Institute of Certified Public Accountants (AICPA) and holds B.S. Degrees in Finance and Accounting, as well as an MBA from Clarkson University in Potsdam, NY.
DORIS Permenter Doris@ solutionresourcesinc.com
Doris is the manager of our Outsourced Accounting Department and provides bookkeeping services for QuickBooks Pro, Premier, and Enterprise for Businesses in the Tampa Bay area. Doris has hands-on experience with the construction, wholesale, and manufacturing industries and has been working with Solution Resources for over 10 years.
Nikki Gelman Nikki@solutionresourcesinc.com
Nikki is our QuickBooks Online Specialist and experienced Bookkeeper. Nikki is certified in QuickBooks Online.
JULIE WALLACE JULIE@SOLUTIONRESOURCESINC.COM
Julie is the Point of Sale Specialist for SRI, an Intuit® QuickBooks Solution Provider. Julie provides consulting to companies needing QuickBooks software setup, training, and support. Julie has been certified in QuickBooks since 1999 and consults with all industries. She also performs business process analysis and helps clients implement procedures improving accuracy and timeliness of financial information.
Julie is Enterprise and QuickBooks Advanced Certified, but her principal role with Solution Resources is that of a 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.
Ratha krishnan a/k/a Krish KRish@solutionresourcesinc.com
We have a partnership arrangement with Expert Solution Technology and more significantly Rathakrishnan a/k/a Krish. Thru Krish, we are able to offer QuickBooks SDK/API based Programming services to clients using both QuickBooks Desktop and QuickBooks Online. We can create simple to complex automations and data import/export applications, which are custom made, specific to your business requirements. Krish excels at creating custom dashboards, integration of existing products, for example custom industry applications, using the expertise with Intuit's API and is always up-to-date with the changes from Intuit.
Our Intuit Team
Simon Pass: Intuit struck gold when they hired Simon Pass many years ago. He is the best of the best of the best. Simon is a special individual with a variety of special skills, including identifying strategic plans for success and helping individuals turn their thoughts and ideas into action plans that lead to success. He combines workable knowledge with superb people skills. Simon Pass was our first channel manager 20 years ago and has been promoted many times. We are very glad to have him back since he has been now promoted to our boss's boss's boss's boss! His official title is Channel Leader Field Sales - Key Accounts, QuickBooks Solution Providers and Payments at Intuit. Solution Resources is a Charter Member in the Solution Provider Program and we were able to succeed with the help of Simon. He spoiled us. We always operated on the accountability directive "Simon Says!" We also plan on taking advantage of Simon's skills in today's market.
Sean McCaffery, is the Channel Sales Leader at Intuit. He is a forward-thinking Channel Sales and Strategic Executive with 20 years of experience leading channel sales teams optimizing innovative partner programs and channel strategies that enhance incremental sales growth. He is leveraging his entrepreneurial mindset and international channel sales expertise to lead the QuickBooks Solution Providers at Intuit. We are looking forward to working with Sean in 2020.
Gina Avila is our QuickBooks Solution Provider Team Leader. Gina has been with Intuit for 23 years and is our Boss's Boss.
Antonio (Tony) Martinez is our Channel Account manager and has been with Intuit for 10 years. Tony is our Intuit Boss & works with Solution Resources as our strategic sales and marketing growth partner, supporting our goal to grow and provide world class service to our QuickBooks clients. He also enables our team to provide you with the fastest service possible for all of your QuickBooks orders and needs.
Nicole Tyron is our Intuit Payroll Manager. Nicole has been with Intuit 3 for years.
Martin Safi is our Intuit Payments Manager. Martin has been with Intuit for 15 years.
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. Simon has recently been promoted to our boss's boss's boss's boss! (His official title is Channel Leader Field Sales - Key Accounts, QuickBooks Solution Providers and Payments at Intuit.) We thank all of them for their guidance, training and support over our last 20 years at Intuit.