Rick Daigle

Providing CFO services and Business Transition Services in Georgia

Home

About Rick

Rick Daigle

Atlanta, GA CFO

41 Years of Experience

Direct Contact

rdaigle@b2bcfo.com

404-787-5835

Universities:

Louisiana State University

Certificates & Licenses:

B. S. Computer Science & Economics

Six Sigma Green Belt

QuickBooks Advanced ProAdvisor Certification

Organizations:

Kettering Executive Network

MIT Enterprise Forum - Sponsorship Chairperson


QuickBooks ProAdvisor

Intuit Authorized Affiliate

Intuit Premier Reseller


LinkedIn

PowerCore

FENG Atlanta


FishBowl Inventory VAR

Contact Rick Daigle and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™







Rick’s Bio

Rick is the SouthEast's Top Rated QuickBooks Expert, an Intuit Premier Reseller, a 2014 Intuit Top 100 ProAdvisor, and a Fishbowl Inventory VAR

Rick has earned an outstanding reputation for business solutions and leadership in the field of Finance, Technology and Operations Management/Consulting. For more than two decades, Rick has been a proven and highly successful management expert, holding key executive-level positions in Information Management, Retail, Manufacturing, Shipping and an Internet Startup. Rick's experience and trusted leadership abilities enable him to make an immediate impact on every client engagement.

Earlier in his career, Rick applied his entrepreneurial spirit and management mastery to a 7-year project, developing a healthcare technology internet start up company in Atlanta, Georgia. Rick's extensive work received favorable notice when he received a US Software Patent for "Methods & Systems for Object-Based Relational Distributed Databases."

As a Partner with B2B CFO® Rick helps business owners achieve a higher level of success as a trusted business advisor to clients in numerous industries, including HVAC Contracting, HR Outsourcing, Advertising Technology, Specialty AV, Healthcare Technology, Cancer Treatment specialty, Satellite Communications integrator, Industrial Tools Manufacturer Rep, Custom Cable manufacturing, Commercial Coatings manufacturing, Precious Metals manufacturing, Natural Gas reseller, Fishing tackle manufacturer, Business Commuter Air Service, Telecommunication Installation services, Battery Distributor, and Metal Building reseller, Retailers, and many others.


Rick is a devoted husband and father. He holds a Computer Science degree from Louisiana State University. Additionally, he is Six Sigma trained, and is an Advanced Certified ProAdvisor in all QuickBooks Products. He presently serves on the Executive Committee for the MIT Enterprise Forum. He volunteers for numerous community organizations where he is often recognized for his generosity and non-business achievements.

Contact Rick (404) 787-5835

 

Your Name (required)

Your Email (required)

Subject

Your Message

Input this code: captcha

Testimonials

 

Testimonials

I have been very fortunate to work with some great and wonderful business owners. I’m also fortunate that these business owners are grateful for the help I have provided. Here are testimonials from my satisfied clients:

 

Date:February 19, 2014

Overall Rating – 5 out of 5

Understanding how POS and QB work together

I have been using POS and QB for 10 years and have never fully understood how the 2 software applications work together. I finally realized I needed help and contacted Rick to assist me with this to help me understand some issues I have been struggling with and to also resolve some tax related questions/issues. He always responds very quickly to emails and met with me within a few days of contacting him. He explains things in a manner that makes it easy to understand which is important. I have learned some new things and corrected the way I have done some things in the past. I will definitely continue to contact him with any issues I have with either software and wished I had found him earlier.”

 

Date:December 5, 2013

Overall Rating – 5 out of 5

QuickBooks Assistance

I had contacted Rick via e mail and he responded very quickly. I asked him to come to my office to give me tutoring. He and I worked together and his knowledge, professionalism and training not only provided me with everything I needed, but enabled me to become very much more productive. His response time is stellar. I will continue to use his services as long as necessary. Great Guy”

 

Date:September 30, 2013

Overall Rating – 5 out of 5

QuickBooks Payroll and general QB assistance

Rick was a pleasure to work with. He tested our system, resolved issues and answered our questions thoroughly and professionally. He was able to help us without “geek speak” so that we had no problem understanding what to do. I recommend Rick without reservation.”

 

Date:August 8, 2013

Overall Rating – 5 out of 5

QuickBooks advice

I would thoroughly recommend Mr. Rick Daigle as a QuickBooks ProAdvisor. He has readily answered my inquiries and in a timely manner. His advice & suggestions have helped me correct the errors I have incurred in my experience with QuickBooks. He is truly an asset to anyone working with QuickBooks. I would recommend having Mr. Daigle as a requirement if one is planning on using the QuickBooks software.”

 

Date:July 18, 2013
Overall Rating – 5 out of 5
 
Quickbooks Premier basic training
“Wonderful experience. Rick was great in explaining how things worked so that I could understand. Spent extra time when needed.
I would highly recommend him.”

Date:April 30, 2013

Overall Rating – 5 out of 5

QuickBooks On-line training

Rick was extremely helpful in getting me up to speed on QB on-line. I had requested a 2 day training course and after assessing my experience, he determined that we could accomplish my training in a much reduced time frame (and cost!). Rick also helped me with some troubleshooting that I was experiencing on reconciled/cleared items. As a follow-up, Rick sent me several checklists to assist in setting up some best practices for my new corporation. His knowledge & experience were invaluable.”

 

 

Date:April 29, 2013

Overall Rating – 5 out of 5 

QuickBooks Premier 2013 Upgrade Set Up

Short on words to describe how Great Rick is (incredibly patient, very professional, responsive, efficient, knowledgeable & very capable). He saved my day & I’m glad I found him. Thank You very Much”

 

 

Date:April 11, 2013

Overall Rating – 5 out of 5

 Quickbooks training

Thanks Rick for all your help with keeping me from pulling out my remaining hairs out of frustration trying to figure this out on my own. I especially appreciate that you came back on your way home the other day to help me with a different issue. Above and beyond.
I’ll get you back sometime in the future when I get into more advanced needs.
Great job, Thanks”

 

 

Date:March 13, 2013

Overall Rating – 5 out of 5

Implementation Advisory

Rick was fantastic to work with and did a terrific job helping us understand the scope of our implementation and then implementing. He has always been timely and thorough with all of his communications. His prices were fair, and ensured that we were able to implement QB within our project budget and timeframe.”

 

Date:February 15, 2013

Overall Rating – 5 out of 5

Upgrading from QuickBooks Pro to QuickBooks Enterprise Solutions 13

Rick Daigle is someone that you can count on to help with a variety QuickBooks upgrades and training. He was responsive to our needs and extremely helpful in restoring our data after we had a database failure. We would recommend Rick very highly for his professional service and knowledge of Intuit products.”

 

 

Date:February 5, 2013

Overall Rating – 5 out of 5

Quickbooks Premier 2013 setup

Rick’s response time was immediate, and he was able to combine several companies from old QB files into a new structure which was better suited for my company’s growth. He was prompt, a clear subject matter expert, and very efficient. He is a clear communicator, and immediately understood the somewhat complex structure of my company where prior consultants had struggled. My experience with Rick was what you ideally hope for with consultants, but rarely find. I highly recommend his services, and will absolutely hire him again in the future.”

 

 

Date:February 5, 2013

Overall Rating – 5 out of 5

Help with Inventory Record Keeping

I found Rick to be very helpful. He is efficient and helped me understand what the problems were and how to fix them. I will call him again when needed.”

 

 

Date:December 14, 2012

Overall Rating – 5 out of 5

Quickbooks POS/Financial Software Integration

I found Rick off of Intuit’s website and I am so happy that I did! He fixed every single problem that I had with ease. His willingness to work on a Sunday to accommodate our needs was greatly appreciated! Highly recommended!”

 

 

Date:October 24, 2012

Overall Rating – 5 out of 5

Quick Answers to my Accounting Dilema

Rick saved the day for me….hat tip, thumbs up and a 5 star rating for me!!”

 

 

Date:October 17, 2012

Overall Rating – 5 out of 5

QBES Integration

Rick is worth every penny. He took the time to understand our business and workflow and showed how to maximize QB to our needs.”

 

 

Date:June 21, 2012

Overall Rating – 5 out of 5

Help with Quick Books Online and Structuring Accounts

Rick was incredibly patient and smart. He was able to help me think of solutions to unique situations and help come up with the best way to approach our specific business requirements. I feel so much smarter after spending the morning working through my questions with him. Unquestionably time well spent.”

 

 

Date:March 16, 2012

Overall Rating – 5 out of 5

Training for POS and Quickbooks

Rick was very professional and knowledgeable with Intuit POS and Quickbooks. He was able to help us set up our inventory system which was very complex. He was patient with our questions and helped us train our employees.”

 

 

Date:March 15, 2012

Overall Rating – 5 out of 5

Resolved my Quickbooks Error

Rick is amazing! He found a solution for my quickbooks error within 5 minutes of sending him an email. His resolution took all of 2 minutes to implement!”

 

 

Date:March 13, 2012

Overall Rating – 5 out of 5

Quickbooks Consulting

We needed some help with some QB reporting & an overall QB assessment. Rick was responsive, efficient & very capable. We plan to use him again.”

 

 

Date:March 6, 2012

Overall Rating – 5 out of 5

Quick Books Data Loss

I met Rick at a mutual customer site and it was perfect timing as our QB file had lost data due to a corruption. Rick was so helpful and knowledgeable about QB. He worked very hard for several days to recover our data with the help of QB support and was successful at the recovery. Plus he gave me so many pointers of how to protect our data from future corruption. The best thing about Rick is that he was able to assist us right away and he was very nice to work with and told me exactly what he was doing all the way through. I would definitely recommend him!”

 

 

Date:February 24, 2012

Overall Rating – 5 out of 5

Response to QB Questions

Rick is just so helpful. A couple years ago, Rick helped me learn Quickbooks. In the last couple of weeks, I have called Rick a few times with follow-up questions. He answered all my questions and was very generous with time. I was stuck and he provided me the tools and knowledge to resolve my issues.

I highly recommend Rick. He knows his stuff and is enjoyable to work with.”

 

Date:February 15, 2012

Overall Rating – 5 out of 5

Quickbooks Instruction

“Rick was extremely valuable in teaching me how to use QB for our company. I had no background in accounting, and Rick was patient in helping me understand exactly what I was doing and why. He is professional, prompt, and helped to resolve my issues when asked. I would recommend Rick to anyone wanting to better organize their financial picture using Quickbooks.”

 

Date:February 2, 2012

Overall Rating– 5 out of 5

Multi company consolidation

“My client had two company QB files we needed to consolidate. We were quoted a steep price from another advisor and then they would not return emails as the critical date arrived.

We turned to Rick and I must say he “wowed” us with the value, timeliness and commitment to making it work properly.

We saved $$$, time and staff time by engaging Rick for this project!

We highly recommend his services.”

 

Date:January 20, 2012

Overall Rating– 5 out of 5

Excellent Teacher!

“Thorough & Very informative QB class! Answered many questions and more! He was able to teach us a few unexpected tips and tricks! Highly recommend him.”

 

Date:December 20, 2011

Overall Rating– 5 out of 5

QB Premier/general consulting

“I’ve been working with Rick for over 3 years now. He’s been our Quickbooks Premier ProAdvisor, but he’s really been so much more than that. He also helps train and advise us on general bookkeeping and business practices. Rick is always extremely responsive and resourceful. Many times I’ll call or email with what I perceive to be an issue that will require either a conference call or even possibly a training session, and I’ll receive a responsive of “Oh, that’s simple! Just go here, click here, enter this, and you’re done!” Just a few moments later and my issue is resolved! Not only does he provide superb consulting services, he’s actually an incredible stress reliever due to all he does for us….and always with a warm smile and a genuine want to help us achieve our goals. We’ll be using Rick as long as he’ll have us as clients. I highly recommend his services, and cannot thank him enough for all he does for us.”

 

Date:December 13, 2011

Overall Rating – 5 out of 5

QuickBooks Premier advisory W/BigTime Integration

“Rick was extremely knowledgeable and professional. Gave an informative demonstration that greatly assisted us in making our software decision. He was focused on my client getting the best solution for their needs and not just selling his services. A welcome approach that is rare.”

 

Date:December 11, 2011

Overall Rating – 5 out of 5

Consulting

“Rick has solid knowledge of QuickBooks and brings a depth of experience that meets needs quickly and efficiently.”

 

Date:November 21, 2011

Overall Rating – 5 out of 5

QuickBooks Pro Consulting

“It is without reservation that I recommend Rick Daigle for QuickBooks consulting. His expertise is second to none and he is always clear and practical in his approach and solutions.”

 

Date:October 24, 2011

Overall Rating – 5 out of 5

Combining Two LLC QB files into one file

“Rick did an outstanding job of counseling my client company on how to combined to LLC entities Quick Books files into a single file when the entities merged.

We had other quotes for “experts” but they neither delivered nor were as comprehensive as Rick.

I would recommend Rick for anyone who wants to work with an expert who backs up what he says with a fair and reasonable fee!”

 

Date:September 2, 2011

Overall Rating – 5 out of 5

Correction made to our current Quick Books system and training.

“Rick immediately grasped our needs and made the needed corrections. He also provided training for future Quick Books use.
Rick’s professionalism, knowledge and excellent customer service are reasons to rate his service 5 out of 5 stars, they are also the reasons we will continue to call on Rick for future Quick Book needs.”

Date: June 3, 2011

Overall Rating – 5 out of 5

Set up with QuickBooks

“Rick provided an invaluable service in helping me understand how QuickBooks functions, the rationale behind the accounts, how they tie together and then patiently helped me set up accounts. He has given me the knowledge I need to be able to use QuickBooks now and save time with my financial bookkeeping. Many thanks, Rick!”

Date: April 25, 2011

Overall Rating – 5 out of 5

QB 2010 Customer Report with Notes

“I found Rick on the internet and was really impressed on how quickly he responded to my problem. We could not figure out how to run a report that would incorporate our notes for Customers/Jobs. Not only did he provide us with excellent instructions, my problem was resolved within the hour.
I will certainly share your name with anyone who has issues with QB. I would highly recommend Rick he is a wealth of Knowledge!”

Date: April 21, 2011

Overall Rating – 5 out of 5

Project Budgeting

“We needed an expert who could show us how to use QB’s to track our projects performance, budgets, and the like. We found Rick Daigle through QB’s and set up an appointment. By the end of the appointment we were running project budgets and analytical reports. It was that fast and easy! We are extremely pleased with the training and instruction Rick provided and we highly recommend his ProAdvisor Expert services. He is highly skilled, professional and knowledgeable and we would definitely use him again.”

Date: April 4, 2011

Overall Rating – 5 out of 5

QB consolidating issue

“Great service. Rick is totally patient with me!! Thanks so much!”

 

Date: April 1, 2011

Overall Rating – 5 out of 5

QB Manufacturing & Wholesale

“I was very thankful that Rick responded so quickly to my call for help. We met this morning and although I’ve been using QB for several years now, I learned so many new and important facets of QB in less than three hours. I have an inventory issue and with his expertise I feel like I’m on the right path now. I would recommend Rick to any company who needs help with QB or their financial vision. Thanks Rick!”

Date: February 23, 2011
Overall Rating
5 out of 5

QB conversion from Wachovia to Wells Fargo and QB Upgrade

“Overall rating 5
Rick is extremely knowledgeable of QB and the entire process. He is a pleasure to work with not only because of his knowledge but his quick mind and sense of humor. I highly recommend him and his expertise.”

Date: February 14, 2011
Overall Rating
5 out of 5

How to find and correct mistakes on entries.

“My experience was fantastic with Mr. Daigle. He was very polite and helpful. After explaining what I needed to do, I was able to solve and find my mistake. Thank you so much for been so kind and patience with me.

You have earned an excellent rating from me.”

Date: January 20, 2011
Overall Rating
5 out of 5

Consultation

“Rick met with me to discuss QuickBooks Premier – Professional Services and helped me understand the program. He explained some of the functions in a clear fashion so that we did not have to go over the same items multiple times.”


Date: January 7, 2011

Overall Rating
5 out of 5
Quickbooks consulting

“I hired Rick to help us customize quickbooks for a start-up company. Rick was extremely responsive, knowledgeable and enjoyable to work with. Rick is extremely knowledegable and efficient in his consulting. I considered consultants who charged less per hour, but overall, Rick is the best value because the overall time is much less than other consultants.”

Date: December 30, 2010
Overall Rating
5 out of 5

retail pro setup

“if it hadn’t been for Rick, I would have sent the whole system back. he had the patience of Job with the tech support people. we finally got it setup and running, personalized with most of my records from my previous system. Hooray for Rick and many kudos on a job well done. I would use him again in a heartbeat if we ever had a problem again. Carolyn”

Date: November 23, 2010
Overall Rating
5 out of 5
Responsiveness

Basic Training

“We are a three person office with no bookkeeping training and minimal Quick Books experience. Rick was extremely knowledgeable and quite patient with our very elementary questions! When we needed him to repeat things over and over, he did not show any frustration, though I am sure that there was some! He was very easy to work with and we will not hesitate to call with further questions.”


Date: November 22, 2010

Overall Rating
5 out of 5

Quickbooks Pro 2010

“Rick was extremely accommodating while helping me switch my accounting records from Quickbooks Online to Quickbooks Pro 2010. He was prompt and patient while prioritizing customer satisfaction and he answered all of my questions with expertise.”


Date: October 6, 2010

Overall Rating
5 out of 5

Quickbooks advice on systems operations

“Rick has advised me on numerous Quickbooks issues and has always been spot on. He is able to explain complex processes so I can understand them!!!”


Date: October 5, 2010

Overall Rating
5 out of 5

QuickBooks training

“Rick Daigle has been a true lifesaver for our company! He is a Quick Books wiz and I would recommend him to anyone (I plan on it). We originally hired Rick to come in and help with a few issues we were having with Quick Books, but we soon realized that he could really help us turn our business around. He has trained the staff on how to effectively use Quick Books to make all of our lives a bit easier (and to help run our business more smoothly). He is very efficient with his time and never wastes a minute of yours. I can proudly say that by working with Rick for a very brief period of time I feel confident to handle most situations that arise regarding Quick Books, and what I cannot handle I know I can get a quick answer from Rick. He is a honest businessman who is genuinely interested in helping your business. If you need help with your business, look no further.”


Date: September 15, 2010

Overall Rating
5 out of 5

QB installation consultation

“Rick was a tremendous help to us as we evaluated an upgrade in the current version of QB that was being used; his most important input was to use all the tools that QB had to offer . . . mainly QB payroll to supplement our use of the other QB packages that we were using. Great advice!!!”

Date: September 12, 2010
Overall Rating
5 out of 5
Responsiveness

Remote QB Assistance

“When I started out with a new client, I found that hundreds of transaction were recorded with negative COGS. While I have significant QB experience, this one had me buffaloed. I contacted Rick and then sent him the company file. He immediately diagnosed the issue and set me on the road to fixing it. After one more iteration, we were fixed and the client (not to mention me!) was quite happy.

Rick’s expertise allowed him to respond quickly and totally effectively to our issue. His price was more than fair. An old saying says you can get something fast, get it good or get it cheap; but you can only have two of the three. With Rick, I can truly say we got all three. I would go to him again in a heartbeat, and recommend him most highly to all.”


Date: September 7, 2010

Overall Rating
5 out of 5

QuickBooks initial setup and training

“Rick knows his stuff, that’s for sure. In 3 hours, he took a QuickBooks neophyte (me), and turned me into a QuickBooks power user. Rick helped me turn my inefficient billing and invoicing process into an efficient, repeatable process. Rick obviously knows QuickBooks from top to bottom, however he did not try to weigh me down with information I did not need for my business. Recommending Rick in an absolute no-brainer.”


Date: August 27, 2010

Overall Rating
5 out of 5

Gave me advice on Time Tracker

“Rick is a knowledgeable and friendly guy. He answered all my questions for a very reasonable price.”

Date: August 3, 2010
Overall Rating
5 out of 5

Quickbooks MAC Training

“Rick was extremely helpful to my business by helping me go in and set up Quickbooks. I have the MAC edition, however it really didn’t make a difference whether it was mac or pc, he knew the files and procedures up and down. I was a bit confused with Quickbooks in terms of the whole structure and set-up. However within minutes I was inputting my sales receipts, Inventory files, and banking transactions. Rick was great to take the time and go through each section step by step. Also, He was interested in how I do business so he could spot areas I could use within QB that may be unique to my business and provide more value. I will recommend Rick to any business in need of a ProAdvisor.”

1 of 1 people found this review helpful.


Date: July 29, 2010

Overall Rating
5 out of 5

Helped me reconcile my invoice numbers and straighten it out

“Rick was fantastic support for me. He came to our house within 30 minutes of my call. He went to great lengths to fix my problem and explain what he did and how I can do this if I need to in the future and how to preform many other tasks I didn’t previously know how to do. He spoke on my level and was very clear and easy to comprehend. FIVE stars!”


Date: July 22, 2010

Overall Rating
5 out of 5
QuickBooks Consulting – Ongoing

“Rick is responsive to my questions, quick to create a solution to my problems, and always upbeat and positive!”

Date: July 20, 2010
Overall Rating
5 out of 5
Quickbooks Report

“Rick was very helpful instructing me to find a report I needed in QB. Thanks Rick.”

Date: June 12, 2010
Overall Rating
5 out of 5

Consulting on non-quickbooks programs

“Though I am a QuickBooks Pro Advisor, Rick is my “go to” person for any and all questions regarding QB. His depth and breadth of knowledge of complimentary software programs is second to none! So, if you want to get more out of QuickBooks, ask Rick how!”


Date: June 3, 2010

Overall Rating
5 out of 5
Consultation

“Rick was very knowledgeable and gave me sound advise in how our company can speed up the QB processing of data. I would not hesitate to call on Rick for future needs.”


Date: May 19, 2010

Overall Rating
5 out of 5

2010 QuickBooks Pro Training

“Rick was a wonderful teacher. He was on time, very friendly, and very professional. His knowledge of Quickbooks and how to utilize the software was so helpful to me. I highly recommend Rick.”

Date: May 18, 2010
Overall Rating
5 out of 5

Consultation on QBES and Fishbowl Inventory

“Rick recently worked with me to consult with a client who is facing a significant decision on the right software solution to help properly implement an improved inventory system. Rick was extremely helpful in covering the potential solutions to the client’s challenges as it relates to inventory and cost tracking using Quickbooks and Fishbowl Inventory. He also offered to connect us with his key contact within Fishbowl. Rick is clearly a top notch expert in this field and his help is greatly appreciated.”


Date: May 18, 2010

Overall Rating
5 out of 5

QB information source

“I am proud to be a partner of Rick Daigle. Several times I have been at one of my clients and faced a difficult QuickBooks question. I always turn to Rick to help me out. He always has a solutions, and many times gives me a couple options in order to determine which one fits the situation the best. He is a fountain of information regarding QuickBooks, and I highly recommend him.”

Date: May 17, 2010
Overall Rating
5 out of 5

Network Configuration

“We were having problems with our QuickBooks network configuration after our upgrade. Rick Daigle was able to fix the problem quickly. We were very impressed with the depth of his knowledge.”


Date: May 14, 2010

Overall Rating
5 out of 5

Consultation

“Rick Daigle is the consummate ProAdvisor. I had questions regarding “how to” create certain reports. Rick and I sat at my PC, brought up the reports and worked out a solution. I could not have done it alone.

When there are questions regarding the use of QB’s, Rick’s advice and consultation proves invaluable.”


Date: May 13, 2010

Overall Rating
5 out of 5

Ability to use budgets by department in Quickbooks

“Rick showed that he is extremely knowledgeable and was able to direct me in how to accomplish task in some easy steps over the phone.

He is willing to answer any questions and he gave me as much time as I needed to explain the steps.”

Date: May 13, 2010
Overall Rating
5 out of 5
Support for my practice

“Rick has been a huge help in providing advice, support, and knowledge. He quickly and accurately has provided solutions for the most complex problems. His knowledge is top notch and complete. Rick is my go to person for issues I cannot figure out.”

Date: May 12, 2010
Overall Rating
5 out of 5

Answers to complex QB questions

“I’m pretty good with QB, but when I get stuck, Rick is the first person I call for help. I’ve never had to make a second call.”


Date: April 15, 2010

Overall Rating
5 out of 5

5 out of 5
Helped with Opening Balances

“Rick helped me to solve company file confusion and to create appropriate beginning balances upon transfer from another user. I had become fearful an depressed but he confidently assured me that all would be well. I will always be grateful for the work that Rick did for me. He really knows his “stuff”.”

Date: April 15, 2010
Overall Rating
5 out of 5
Quickbooks training

“Rick is nothing short of phenomenal! Not only did he come to my office to give me some suggestions on how to use QB so that it works for me making my life easier, he was very patient with me, and he also saved me money on my merchant account!”

Date: March 12, 2010
Overall Rating
5 out of 5

Help on Quickbooks

“Rick was available for me when I had a problem reconciling Quickbooks for the month. I reconciled by accident and he was able to take my file I sent him to verify that I just needed to update my Quickbooks version. I was thrilled and relieved that this was the solution and I wasn’t in a deep hole because of my mistake. I highly recommend Rick for any Quickbooks problem…”

Date: February 2, 2010
Overall Rating
5 out of 5

Helped with a question

“I had what I knew was a fairly simple question, but I could not figure out how to handle it. I emailed Rick, and he answered the question quickly with exactly the right information. That saved me hours of aggravation!”

Date: February 1, 2010
Overall Rating
5 out of 5

“I would like to thank Rick for being a very patient instructor. There were times that I felt, if you will excuse the expression, “very blonde”. Not only did he help me with the issue at hand, but we covered other areas in QB as well. Rick initially helped me set up our books and responded quickly when I needed additional help in setting up a loan for the Company. I will continue to use his service and would highly recommend his service to others.”

Date: January 30, 2010
Overall Rating
5 out of 5
QuickBooks Pro 2010 training

“I am restarting a small business and had used QuickBooks approximately 10 years ago but had forgotten many important details. Rick very patiently and expertly walked me through all of the necessary steps of getting set up in the program and showed me how to use the features that will be relevant for my business. He is extremely knowledegable and professional, and I am grateful to have Rick as a resource for future business needs.”

Date: October 30, 2009
Overall Rating
5 out of 5

Invoice Help

“Rick helped me by finding out where my QB set-up error existed so I could map revenue to the correct account. He even offered to help me get a loan set up in QB when I get the loan statement in the mail. He was very helpful. Thanks Rick!”

Date: September 3, 2009
Overall Rating
5 out of 5

Fellow pro-advisor in need of help

“Rick helped me with an insurance issue. He was polite and very knowledgeable. What more can you ask for these days? Top notch service!!”

Date: July 5, 2009
Overall Rating
5 out of 5

Quickbooks Enterprise Solutions Consulting

“Mr. Daigle helped our company by being a liaison between the technology side and the accounting side. His expertise in accounting and technology provided us the tools we needed in order to properly invoice and recognize revenue in Quickbooks Enterprise Solutions. We appreciated his professionalism and patience while working to solve our accounting issues.”

Date: June 19, 2009
Overall Rating
5 out of 5

General QB questions

“I have received the benefit of Rick’s considerable QB knowledge for over a year now. Every question that I have asked him, he not only has known the answer, he has been able to share his knowledge in a way that makes it easy to learn. I have found Rick to be courteous, knowledgeable and a pleasure to work with. He is quick to respond to my questions and he is a great teacher! I would highly recommend Rick to anyone who is looking for a highly qualified, respectable, professional.”


Date: February 18, 2009

Overall Rating
5 out of 5

Quickbooks Pro 2009 Training

“I had no prior experience with Quickbooks prior to the training session with Rick, and now I am ready to get started! When I had technical difficulties, he quickly shared his desktop and a sample account with me, navigating through the functions and explaining how they all tied together. Rick is both professional and personable, and I would highly recommend him.”

Date: February 14, 2009
Overall Rating
5 out of 5

Rick helped set up a book-keeping system for my husband’s welding contracting business that will give much better information on how we are progressing throughout the year.

“Rick was EXTREMELY helpful — and especially PATIENT with me. (I wasn’t very familiar with lots of things on the computer… but now I’m better !) Rick is a very good TEACHER — I can say that because I LEARNED a lot!!!”


Date: February 10, 2009

Overall Rating
5 out of 5
Answered questions about QB version compatibility

“Rick has been extremely helpful with answering questions I had about the compatibility between Enterprise and QB Pro versions. Rick went the extra mile and emailed me info on how to import some excel files from a new clients former accountant to us.
Thanks Rick for your very welcomed information!
I highly recommend seeking Rick’s advise.”

Date: February 8, 2009
Overall Rating
5 out of 5

Startup Training Service

“Rick was very helpful and is a consummate professional in his field. His understanding of the Quickbooks product and how it is utilized within an organization is unparalleled. I would highly recommend Rick Daigle as a resource for any organization that is looking for assistance with the product.”


Date: August 28, 2008

Overall Rating
5 out of 5

Set up QB Premier ’08 to work with my online store and inventory

“Rick, was (is) professional, proficient, competent, and reliable. I found him to take my problems seriously and he pursued creative solutions when the straight forward approach would not work. He left me confidently prepared to handle my business properly. It was a pleasure and money well spent.”

September 2008
Rick is a knowledgeable, trusted business partner of ours. When we need his expertise, he’s there for us. Our company is in early growth stage and having Rick available to provide senior level expertise to guide us has been very valuable.
Andrew Halasz, President, VIXIA North America

September 2008
Since coming onboard, Rick has been instrumental in helping us keep our cap table and shareholder information in great shape. Rick has also been a valuble asset in his ability to provide financial modeling on each of our deals.
We believe the investment made by our company in securing B2B’s involvement will make the difference in our ability to drive up our valuation.
A. Maurice Maddox, EVP & COO, FourSpots, Inc.

September 2008
Rick,
You have my sincere gratitude and appreciation for the able professional services and invaluable moral support you’ve provided over the last year. I’m looking forward to working with you as my company continues to recover and prosper. All the very best, President & Founder, Sattelite Communications Company.

Certifications

 

Recent Articles

Mar 4Rick Daigle

Navision to Quickbooks Data Conversion

Mar 4Rick Daigle
Data Processor For Computer

“Navision to Quickbooks Data Conversion” We can migrate the following Navision lists and transactions to Quickbooks Online, Enterprise, Premier or Pro Editions. We can convert Navision data to the US, Canadian, UK, or the Australian version of Quickbooks. Quickbooks List Types Conversion:   Navision Chart of Accounts to Quickbooks Chart of Accounts Conversion   Navision Customer List to Quickbooks   Navision Employee List to Quickbooks   Navision Vendor List to Quickbooks   Navision Item List to Quickbooks Quickbooks Transaction Types

Mar 12Rick Daigle

QB POS v10 Version Protection

Mar 12Rick Daigle
Open Vault In A Bank

Last week I got a call from Steve who is opening a new retail store called Popcornmania where he will sell flavored popcorn to the public. He found me while searching for a QB expert. As a result of all my certifications and high review scores from my clients I am top of the list on the Quickbooks search site and google when people look for a local QB expert. Steve needed help with a POS system and QB has

Nov 19Rick Daigle

50% OFF – QuickBooks Enterprise – 1 Day Sale

Nov 19Rick Daigle

QBES 50% Off – One Day Sale – November 20, 2013 Hello Football Fans!, Thank you for your recent interest in QuickBooks Enterprise Solutions. I’m personally reaching out to you to tell you about a special ONE DAY promotion we are offering: We would like to offer you 50% off QuickBooks Enterprise Solutions 14.0.1. Offer valid on Wednesday, November 20th until 4:00 PM PST. This is a rare, limited-time discount, so I invite you to reconsider some of the benefits

Oct 8Rick Daigle

QuickBooks Enterprise – Save 45% until 10/31

Oct 8Rick Daigle

QBES 45% Sale October 404-787-5835 Maximize efficiency with the most flexible QuickBooks and save 45% until 10/31 Exclusive Enterprise Solutions 14.0 features save you time NEW! Job Costing Get a better handle on the cost of jobs or projects • Filter reports by job status to see what’s started, in progress or running behind • Run WIP and Committed Costs reports at the click of a button • Track sales reps by job not just by customer NEW! Assemblies Save

Sep 23Rick Daigle

QuickBooks 2014 launches TODAY!

Sep 23Rick Daigle

QBES Teaser Email B2B CFO PartnersRick Daigle · 404-787-5835 Breaking News!, I have very exciting news to share and more information about the new functionality and features in QuickBooks Enterprise Solutions 14.0. Some of the exciting things in the new release are: • NEW! Job Costing – Get a better handle on the current financial state of all your projects. Get more detailed information about where your money is going, not only from where it’s coming in. • NEW! Assemblies

Sep 23Rick Daigle

20% Off QuickBooks POS for the rest of September

Sep 23Rick Daigle

POS Blue Light Special Ask how you can save 20% on software. Get the sales, inventory and customerinformation to make better business decisions. Ring up sales quickly and accept credit cards Easily manage inventory—no counting needed Detailed sales and inventory reports show what’s in stock, what’s selling and what’s not Track customers and offer reward programs Integrates with QuickBooks financial software NEW! Ring up credit card sales on a smartphone or tablet.* Take your store on the road—make sales anywhere

Sep 13Rick Daigle

QuickBooks Product Line – Comparison Chart

Sep 13Rick Daigle
Two Quiken Books On Display

I often get asked about the differences between the various QuickBooks products offered by Intuit. Most often clients want to know the difference between the QB desktop versions vs the QB Online versions. Next most common query is the difference between the QB desktop versions for Windows vs Mac. This comparison chart should be very helpful in understanding the different QB offerings from Intuit.   RFQB-QB Matrix   If you want to know more about the QuickBooks product line to

Aug 19Rick Daigle

BUY QuickBooks POS 2013 – – – GET $600 in FREE Hardware*

Aug 19Rick Daigle

Get $600 in FREE hardware with your QuickBooks Point of Sale Order – 404-787-5835 It’s a deal unlike any we’ve offered – order QuickBooks Point of Sale 2013 and get everything you need to turn any PC into a complete retail management system. Order by August 31, 2013 Call 404-787-5835 Know more, do more, sell more!See what QuickBooks Point of Sale 2013 can do for you! Rick Daigle B2B CFO Partners 404-787-5835 B2B CFO Partners *Free hardware offer is available

Aug 19Rick Daigle

Do You Know Where Your Cash Is?

Aug 19Rick Daigle
Open Small Treasure Chest

  Have you ever asked yourself the question, “I am making a profit but I don’t know where the cash is?”  Many business owners tend to manage their business strictly from the income statement.   An income statement is very important to a business as it provides a historical view of what transpired in the company over a period of time and gives the business owner, banks and other investors a better perspective of what contributed to the net profit or

May 7Rick Daigle

The Exit Strategy Handbook

May 7Rick Daigle

This book is unique. It is written for a unique audience that is about to go through a unique period of time. This book is for owners of closely-held companies who want to sell their businesses in the next few years. You are unique because you represent only about 8% of the population in the United States, yet you employ between 60% and 70% of all USA employees. Most of your assets are found in the companies you own. The

May 2Rick Daigle

Apr 22Rick Daigle

QuickBooks Enterprise v13.0 – ONE DAY SALE – 50% Off!

Apr 22Rick Daigle

QBES 50% Off – One Day Sale – April 24, 2013 Hello,, I’m happy to tell you I have some exciting news: I would like to offer you 50% off QuickBooks Enterprise Solutions. This is a rare, one-day event*, so I invite you to consider some of the benefits that upgrading to Enterprise Solutions can provide to you. The most customizable reporting tools in QuickBooks – Twice as many custom data fields as in other QuickBooks products, plus the ability

Mar 18Rick Daigle

QuickBooks Point of Sale – Best Deal EVER!

Mar 18Rick Daigle

QB POS Deal: $600 in FREE hardware Get $600 in FREE hardware with your QuickBooks Point of Sale Order – 404-787-5835 It’s a deal unlike any we’ve offered – order QuickBooks Point of Sale 2013 and get everything you need to turn any PC into a complete retail management system. Order by March 29, 2013 Call 404-787-5835 Know more, do more, sell more!See what QuickBooks Point of Sale 2013 can do for you! QuickBooks Point of Sale – Best Deal

Feb 25Rick Daigle

Why Upgrading QuickBooks® is Important

Feb 25Rick Daigle

Why Upgrading QuickBooks® is Important February 21st 2013 by Alana Bryant When I say to a client “You really need to consider upgrading your QuickBooks®software,” I always get mixed responses.  Many clients will respond with “I’ll make sure that I do that.”  Others will respond with “No.  I can’t afford to spend the money” or “I think it’s a waste of money.” The negative responses primarily come from business owners not understanding the value of software upgrades and not being aware of QuickBooks’ sunset policy. A software sunset policy

Dec 13Rick Daigle

Re-published – QuickBooks Backups – IMPORTANT RE-READ

Dec 13Rick Daigle

I revived this from last year because in the past month I have met with 4 companies using QB Enterprise who were not using the QuickBooks Backup utility and had internal data corruption issues. Please read this article and share with all your clients and friends who use QuickBooks. ——————————————————————————————————————— I was recently contacted by the office manager of a property management company. They had recently experienced a disk drive crash on the computer used by the office manager. This

Dec 6Rick Daigle

Prevent payroll tax penalties with Intuit Full Service or Assisted Payroll

Dec 6Rick Daigle

Payroll Protection B2B CFO PartnersCall Today: 404-787-5835 40% of small businesses pay about $850 in payroll tax penaltieseach year Prevent payroll tax penalties with Intuit Full Service or Assisted Payroll Automatic tax calculations Accurate W2s at year end Instant eFile and ePay Trusted by over 1 million small businesses.#1 payroll solution in the world! Join over 1 million businesses that use Intuit Payroll Pay employees in 3 easy steps Free US based expert support 100% accuracy guarantee What Customers Are

Nov 15Rick Daigle

QuickBooks POS – New Mobile App Success Story

Nov 15Rick Daigle

Tuesday morning I got to spend a little time with Deb, one of the owners of an Imported Olive Oil store where I implemented QB POS. She recently opened her 2nd store in Buckhead and we were putting the finishing touches on the multi-store POS setup. She now has the ability to see sales and inventory for either location whenever she wants. She had called a couple of weeks ago to ask how to use the new mobile app for

Nov 5Rick Daigle

SAVE 45% on QuickBooks Enterprise Solutions

Nov 5Rick Daigle

Run your business your way. With more flexibility. More capabilities. And more peace of mind. Our most flexible version of QuickBooks delivers the functionality, adaptability, and ease of use you need — for $1,000s less than comparable systems. Scale up to 30 simultaneous users Support more data and company files Get the most customizable reporting tools Achieve a new level of control over user access Maximize productivity with more access options Full Service Plan included at no cost for the

Nov 2Rick Daigle

Intuit Trusts Rick Daigle

Nov 2Rick Daigle

  Who does Intuit trust with their solutions?   Intuit recognizes B2B CFO Partners as a professional you can trust to reduce your risk and help you choose the Intuit offerings that are right for you. B2B CFO Partners is an expert in the following areas: Implementation Formal Needs Assessment Business Consultation Training On-Going Support Business Benefits Demonstration 3rd Party Application Integration Product Configuration/Installation Hardware Recommendation/Selection/Support B2B CFO Partners Rick Daigle 404-787-5835 Call Rick Daigle at 404-787-5835 today. Call today

Nov 2Rick Daigle

QuickBooks POS 2013 is HERE!

Nov 2Rick Daigle

QuickBooks Point of Sale 2013 Get the sales, inventory and customer information to make better business decisions. Ring up sales quickly and accept credit cards Easily manage inventory—no counting needed Detailed sales and inventory reports show what’s in stock, what’s selling and what’s not Track customers and offer reward programs Integrates with QuickBooks financial software Call 404-787-5835 to start today! NEW! Ring up credit card sales on a smartphone or tablet.* Take your store on the road—make sales anywhere Use

Oct 10Rick Daigle

Great promotion on QuickBooks Merchant Service

Oct 10Rick Daigle

QBMS – October 2012 www.rickdaiglecfo.com CALL NOW! 404-787-5835 Buy QuickBooks Pro 2013 for $199.95 Activate QuickBooks Merchant Service Account and receive $200 ACH rebate upon approval It’s like getting QuickBooks Pro for FREE! Hurry! Offer ends October 31, 2012 QuickBooks Merchant Service Accept all major credit and debit cards Get paid anywhere – even on your mobile device FREE card readers for your PC & mobile device Monthly Service Fee is FREE for 2 Months There’s no long-term contracts, and

Oct 10Rick Daigle

Act Now! Limited Offer on QB Enterprise . . . . Save up to 30%

Oct 10Rick Daigle

QBES – Save up to 30% At one time you expressed interest in upgrading to QUICKBOOKS ENTERPRISE SOLUTIONS to take advantage of the extra features and functionality for your growing business. Starting today, we’re offering a special discount of up to 30% on QuickBooks Enterprise Solutions. You’ll also get a Full Service Plan for one year with product upgrades, technical support, training materials and data protection (online backup) included for free. This is a limited-time discount, so I invite you

Oct 5Rick Daigle

Intuit Trusts B2B CFO

Oct 5Rick Daigle

Who does Intuit trust with their solutions? Intuit recognizes B2B CFO Partners as a professional you can trust to reduce your risk and help you choose the Intuit offerings that are right for you. B2B CFO Partners is an expert in the following areas: Implementation Formal Needs Assessment Business Consultation Training On-Going Support Business Benefits Demonstration Product Configuration/Installation B2B CFO Partners Rick Daigle404-787-5835 Call Rick Daigle at 404-787-5835 today. Call me so I can explain the new features and benefits

Oct 3Rick Daigle

October Promotions from the QuickBooks Premier Reseller Channel

Oct 3Rick Daigle

October Promotions QB Enterprise Solutions Effective 10/1-10/7: QBES will be running everyday 20% off MSRP “stretcher” pricing on QBES 5 and 10 user, $1000 off MSRP on QBES 30 user.  Stretchers are existing QuickBooks customers. Switchers are new to QuickBooks. Effective 10/8-10/31: QBES will be running a promo with 30% off QBES 5, 10, and 30 users for Stretchers, and 10% off QBES 5 and 10 user for Switchers.  Switcher pricing on QBES 30 user will be 30% off MSRP.

Oct 2Rick Daigle

QuickBooks POS 2013 is NOW AVAILABLE!!

Oct 2Rick Daigle

POS Mobile – July 2012 QuickBooks Point of Sale 2013 Get the sales, inventory and customer information to make better business decisions. Ring up sales quickly and accept credit cards Easily manage inventory—no counting needed Detailed sales and inventory reports show what’s in stock, what’s selling and what’s not Track customers and offer reward programs Integrates with QuickBooks financial software Call 404-787-5835 to start today! NEW! Ring up credit card sales on a smartphone or tablet.* Take your store on

Apr 25Rick Daigle

QuickBooks Promotions for May!!

Apr 25Rick Daigle

Through the Intuit Solution Provider (ISP) channel the following promotions were just announced for May 2012. Contact me to take advantage of the great promotions!! QuickBooks Enterprise Effective until 5/31: QBES + Advanced Inventory offered at 30% off list (QBES only) when bundled with Advanced Inventory. Discount: 30% off QuickBooks Enterprise software with purchase of Advanced Inventory (30% does not apply to Advanced Inventory) Price for QuickBooks Enterprise (5 user license) —  $2,100 Price for Advanced Inventory                                   — 

Jan 24Rick Daigle

January Promotions on QuickBooks, QuickBooks POS, and Merchant Services

Jan 24Rick Daigle

QuickBooks Enterprise Solutions Effective January 15th – January 31st QBES will be running the Advanced Inventory soft bundle of QBES + AI offered at 30% off list (QBES only) when bundled with Advanced Inventory. This offer applies to stretchers and switchers. This offer will be advertised on QBES.com and you can promote it on your sites as well. Please note that advertising needs to be in-line with the effective dates. Discount: 30% off QuickBooks Enterprise software with purchase of Advanced

Dec 13Rick Daigle

December Promotions on QuickBooks, QuickBooks POS, and Merchant Services

Dec 13Rick Daigle

QuickBooks Enterprise Solutions Effective November 12 to December 9 QBES will be offered at 30% off list when bundled with Advanced Inventory. This offer applies to stretchers and switchers. This offer will be advertised on QBES.com and you can promote it on your sites as well.  Please note that advertising needs to be in-line with the effective dates. Discount: 30% off QuickBooks Enterprise software with purchase of Advanced Inventory (30% does not apply to Advanced Inventory) Duration: 11/12-12/9 Offering:  QuickBooks Enterprise Solutions 5, 10, and 30

Aug 24Rick Daigle

B2B CFO’S FOUNDER AND CHIEF EXECUTIVE OFFICER NAMED AMONG THE TOP 100 SMALL BUSINESS INFLUENCERS

Aug 24Rick Daigle

B2B CFO’S FOUNDER AND CHIEF EXECUTIVE OFFICER NAMED AMONG THE TOP 100 SMALL BUSINESS INFLUENCERS   Jerry L. Mills Named in the Inaugural Ranking that Honors People and Corporations with Significant Impact on North American Small Business Market    Phoenix, Ariz.,  August 23, 2011  —   Jerry L. Mills, founder and chief executive officer of B2B CFO was named  among the “Top 100 Small Business Influencers” in North America in an inaugural awards program created jointly by Small Business Trends and

Aug 5Rick Daigle

Certifications

Aug 5Rick Daigle

QB2014 Exam Certificate QB2013 Exam Certificate QB Online Exam Certificate QB Advanced Certification-2012 Time and Materials Billing QB Advanced Certification QB Advanced Certification-2010 Adv Troubleshooting QB Advanced Certification-2010 Internal Controls QB Advanced Certification-2010 Custom Setups QB Advanced Certification-2010 Working Remotely ISP – Field Service Managemnent ES Level 1 QB2011 Certificate of Completion-EnterpriseCertification Course QB2009 Certificate of Completion-EnterpriseCertification Course QB2007 Certificate of Completion-EnterpriseCertification Course POS V10 Certificate POS V8 Certificate POS V8 Certificate QB2012 Exam Certificate QB2011 Exam Certificate QB2010 Exam

Aug 1Rick Daigle

August Intuit Promotions with Merchant Services

Aug 1Rick Daigle

  QuickBooks POS + Payments   Intuit QuickBooks Point of Sale customers get a package of savings worth over $660 when they apply for a merchant account! No Set up fee ($59 waived) 2 Months Free ($39 savings)* Pricing discount o Monthly Service: $19.95 o Monthly Minimum: $0 o Qual Rate: 1.70%/Mid-Qual: 2.72%/Non-Qual: 3.75% o Auth Fee: $0.27 $300 Rebate** FREE Ingenico i3070 Pin Pad *** *IPS will waive the customer service fee for the first two months. Merchant will

Jul 27Rick Daigle

Jul 11Rick Daigle

QuickBooks POS – July Promotion!!

Jul 11Rick Daigle

Is your family member, friend, neighbor, or colleague opening a new business or struggling with their current POS system? Allow us to help them and we’ll reward you for your efforts. Your company uses QuickBooks, so you understand its benefits. If you know colleagues who could run their business better with QuickBooks Point of Sale, let us know and you’ll receive $100 when they purchase.* Call Rick Daigle at 888-972-9449 or complete the online contact form. When your referral purchases

Jul 7Rick Daigle

Importing Transactions into QuickBooks

Jul 7Rick Daigle

I recently had a manufacturing client ask me to help develop a process for efficiently and accurately  applying hundreds of Invoice Payments to their QuickBooks Company file. I had done this in the past with another client using the IIF file import but this was not a good option for this client. The reason is that importing Receive Payment transactions via an IIF import does not actually apply the payment to the invoice and mark the invoice as paid! So,

Jun 1Rick Daigle

June Promotions from Intuit

Jun 1Rick Daigle

Contact me to take advantage of these great promotions from Intuit!  QUICKBOOKS ENTERPRISE SOLUTIONS      QUICKBOOKS ENTERPRISE SOLUTIONS v8 Service Discontinuation Campaign – EXTENDED THROUGH JUNE 10   What: Customers with QUICKBOOKS ENTERPRISE SOLUTIONS v8 will no longer be supported as of May 31st 2011.   QUICKBOOKS ENTERPRISE SOLUTIONS v8 product will continue to work, but any connected services or support will no longer be available after May 31st 2011.   Call to action: Upgrade your QUICKBOOKS ENTERPRISE SOLUTIONS v8

May 5Rick Daigle

Intuit Eliminates Per Transaction fee for Credit Card Processing

May 5Rick Daigle

It’s TRUE! As of May, Intuit is eliminating the Per Transaction Fee for Visa, MasterCard and Discover transactions–and putting more money back in your pocket!   Read the entire article here: No More Transaction Fee   Contact me to learn more about Intuit Merchants Services and Payment Network.

May 4Rick Daigle

What's Your Core Competancy?

May 4Rick Daigle

This past weekend I attended our Annual B2B CFO Partners meeting in San Antonio, Tx. The two day event was nothing short of fantastic. The annual meeting is a wonderful opportunity to catch up with old friends and meet the newest crop of partners. As we approach 200 partners attendance at this meeting is a must. Jerry Mills, Founder and CEO, never fails to exceed expectations with a great agenda. Jerry opened the show as usual by providing a perspective

May 1Rick Daigle

Disaster in Alabama and Georgia! A good time to review your Disaster Recovery Plan

May 1Rick Daigle

I was interviewed on this topic for an article in the Atlanta Hospital News A Crucial Tool in Preparing Your Business For the Unexpected In recent years we’ve seen how natural disasters such as earthquakes, tsunamis, hurricanes Katrina and Rita and terrorist attacks with the magnitude of Sept. 11 can cause mass destruction. People are killed, homes are destroyed and lives are forever changed. Add to that, the realization that many people in the midst of these tragedies suddenly have

Apr 8Rick Daigle

Product Info Sheet

Apr 8Rick Daigle

This document presents the Fishbowl Inventory features in an easy to read format. It lists the additional features of using Fishbowl with Quickbooks and lists: Fishbowl Inventory 2011 features Fishbowl Inventory Manufacturing 2011 Option features (which are in addition to the above) Fishbowl Inventory Mobile Warehouse 2011 features   Click here for the Product Info Sheet: Product Info Sheet 2012    Click here to get a Free 14 Day Trial of this great Inventory Management tool!  

Apr 7Rick Daigle

Case Studies

Apr 7Rick Daigle

Crossroad Distributor Source (CDS) was founded in 2004 by Scott Campbell, a 25-year veteran in industrial and aerospace fasteners. Tiring of the corporate rat race and yearning for a return to small business, Campbell took the plunge. CDS is a master distributor serving over 500 industrial, aerospace, electronic and fastener distributors throughout North America. Their 4,500 line items include specialty thread inserts, blind rivets, as well as fastener and engineering reference books. Read the CDS story here: Case-Study-CDS   Chung’s

Apr 7Rick Daigle

Product Brochure

Apr 7Rick Daigle

This product brochure will help you understand better about the features, flexibility, and power of Fishbowl Inventory. Click the link below to download the brochure. FB Inventory Pricing Guide 2013 FB Manufacturing Pricing Guide 2013 Fishbowl Corporate Brochure 2012   To learn more or to schedule a demo contact Rick at 888-972-9449, or rdaigle@b2bcfo.com    Click here to get a Free 14 Day Trial of this great Inventory Management tool!

Apr 7Rick Daigle

About Fishbowl

Apr 7Rick Daigle

Fishbowl Inventory is the #1 requested inventory solution for QuickBooks® users Click here to get a Free 14 Day Trial of this great Inventory Management tool! Fishbowl gives small to mid-size companies the same competitive advantages that large organizations with elaborate inventory solutions enjoy. Fishbowl provides QuickBooks users with a robust and scalable inventory solution that makes it more attractive and viable for small to mid-size companies to stay with QuickBooks as they grow.   Fishbowl Inventory has been the

Apr 7Rick Daigle

FB Target Markets, By SIC Code

Apr 7Rick Daigle

Here’s a helpful list of business industries and categories that Fishbowl Inventory is a good fit for. They include wholesale, retail, manufacturing and repair. We use Standard Industrial Classification Codes to differentiate between categories. A SIC Code is a four-digit code the U.S. government uses to show what companies specialize in. Click on this link to get the article: FishBowl Inventory SIC Codes Click here to get a Free 14 Day Trial of this great Inventory Management tool!

Apr 6Rick Daigle

Fishbowl Inventory

Apr 6Rick Daigle

FISHBOWL INVENTORY® OVERVIEW SHEET WHAT IS FISHBOWL INVENTORY? Advanced Inventory Management and Manufacturing software designed specifically for small to medium sized businesses us­ing QuickBooks®.   TYPICAL FISHBOWL CUSTOMER • 10-200 employee company • Annual sales: $2 Million to $100 Million+ • Multiple warehouses, inventory locations or produc­tion facilities • Current QuickBooks Pro, Premier or Enterpirse users that need advanced Inventory Management/Manu­facturing OR companies using other more expensive systems that want to move back on the QuickBooks platform. • 2-30 users

Apr 4Rick Daigle

QB 2011 R5 update – added Payment Network Link to Invoices

Apr 4Rick Daigle

This is something all QB 2011 users and consultants with clients using QB 2011 should be aware of…… With the R5 release of QB 2011 there was something introduced which I do not think most QB customers will like. QB users who are also Intuit Payment Network subscribers can have a link added to their invoices which allows their customers to click on the link and pay the invoice online. Obviously a great feature to improve cash flow. In order

Mar 28Rick Daigle

Large QB Enterprise File – another Success Story

Mar 28Rick Daigle

Earlier this month I wrote about A Solution for very large QuickBooks files. The very next day I got a call from Rick Arthur, one of my B2B CFO Partners in Florida. Rick has a client with the exact same problem . . . . a QuickBooks Enterprise user with a 1.6GB QB file. They were having severe performance problems and there was internal corruption in the data file. The Balance Sheet didn’t even balance!!! So we arranged for Rick

Mar 25Rick Daigle

MUST READ – QuickBooks Backups – a Primer and Disaster Story

Mar 25Rick Daigle

I was recently contacted by the office manager of a property management company. They had recently experienced a disk drive crash on the computer used by the office manager. This drive also contained the active QuickBooks Company file. Their IT people had a backup process in place so initially there was no major concern. It was only after the IT folks repaired the PC and restored data from backup media did they discover there was a problem with the QuickBooks

Mar 11Rick Daigle

A Solution for Very Large QuickBooks Company Files

Mar 11Rick Daigle

In the past few months I have had more than a few calls from QB customers or clients of my partners who have started experiencing severe problems associated with large QB Company files. The problems are usually slow performance, long running reports, QB freezing or crashing, and other similar issues. Last month I received yet another call from a QB Enterprise client with the same issues so I decided to take action. It’s pretty well known that the QuickBooks Clean

Mar 10Rick Daigle

Technology Trends in the SMB Arena

Mar 10Rick Daigle

Last month I was a guest on an Atlanta based radio program called Corporate Conversations. This is a weekly program hosted by Dawn Ely, founder of Palladium Chief Legal Officers. The topic of this particular program was innovation and trends in technology that are being adopted by businesses today. I was asked to provide a perspective on the Small/Mid-Sized businesses and the trends I am seeing in that segment of the economy. You can listen to the audio of that

Mar 3Rick Daigle

Testimonials

Mar 3Rick Daigle

I have been very fortunate to work with some great and wonderful business owners. I’m also fortunate that these business owners are grateful for the help I have provided. Here are testimonials from my satisfied clients:   Date:April 30, 2013 Overall Rating – 5 out of 5 QuickBooks On-line training “Rick was extremely helpful in getting me up to speed on QB on-line. I had requested a 2 day training course and after assessing my experience, he determined that we

Mar 3Rick Daigle

Intuit Quickbooks March Promotions!!

Mar 3Rick Daigle

Quickbooks Enterprise Solutions     Effective March 7 through April 15, customers upgrading from QuickBooks Pro or Premier will receive 30% off of the QBES list price for 5 and 10 user SKUs.  The stretcher price for the “up to 30 user SKU” is $6500.  Customers that are new to QuickBooks financial software will receive up to 20% off of the QBES list price.   This promotion expires March 31, 2011 Effective February 18, Intuit is offering an attractive add seat

Mar 1Rick Daigle

Solution for Warehouse Control and Inventory Management – Fishbowl Inventory

Mar 1Rick Daigle

Last month I successfully implemented another Fishbowl Inventory project for an Alpharetta based firm. This company bought and sold used technology equipment and had formerly relied on a very old DOS based system and countless spreadsheets to manage and track their inventory and the financials were created by entering summary journal entries for sales, expenses, and inventory adjustments. Last year they brought a financial manager onboard to help improve the back office and financial operations. Over the course of 3

Feb 23Rick Daigle

Fishbowl Inventory – Now Available via the CLOUD!

Feb 23Rick Daigle

Save over $700 on each new POS merchant account approved through us – $300 cash. free integrated pinpad/credit card reader, no setup fee, no monthly fees for two months. Call 888-972-9449 for details. Great news for businesses with considerable Inventory and/or Manufacturing requirements. Fishbowl Inventory, the #1 application for companies who have outgrown QuickBooks for their inventory needs, now offers their product via a hosted solution. What does that mean for these types of businesses? Check out the features and

Feb 19Rick Daigle

QuickBooks Enterprise Solutions from Intuit – Additional Promo!!

Feb 19Rick Daigle

NEW QBES PROMOTION: Effective today, Intuit is offering an attractive add seat promotion.  The add seat pricing is below. 5->10 Users: $2,500 $2,000 plus the adjusted Full Service Plan – everyday price 10->30 Users: $3,500 $3,000 plus the adjusted Full Service Plan 5->30 Users: $5,500 $5,000 plus the adjusted Full Service Plan Note that the price is for the software only and that a prorated Full Service Plan fee will be added to this dollar amount.  Work with your ISP

Feb 18Rick Daigle

Save Time & Money with Intuit Payroll Processing Solutions

Feb 18Rick Daigle

Click the following link to see details on Intuit’s Payroll Solutions and Compare Payroll Solutions: Payroll Promotion

Feb 17Rick Daigle

Get Paid On The Spot with Intuit GoPayment Solutions

Feb 17Rick Daigle

Intuit® GoPayment from Intuit® Payment Solutions Get Paid on the Spot Using Your Mobile Phone. Accelerate your cash flow and get the job done. Easily accept credit card payments on the mobile phone you already carry with you. Get paid faster. No more waiting for checks to clear or chasing down invoice payments. Intuit GoPayment enables you to process credit card payments through your mobile phone the moment the job is done. Funds are automatically deposited in your bank account.

Feb 11Rick Daigle

Did you know the IRS can request your QuickBooks file?

Feb 11Rick Daigle

Last year the IRS purchased dozens of QuickBooks licenses for use with tax audits of small businesses. They can now request a copy of a business’ QB company data file as part of their discovery during an audit. What does that mean to a business owner? Well, the IRS can say that they want to audit the last tax report you filed but if they have your QB data they will actually have access to look at all your accounting

Feb 8Rick Daigle

Save Time & Money with Intuit Payment Solutions

Feb 8Rick Daigle

Save over $700 on each new POS merchant account approved through us – $300 cash. free integrated pinpad/credit card reader, no setup fee, no monthly fees for two months. Call 888-972-9449 for details.   Call Rick Daigle today to see if we can meet or beat your current rate Want To Save Time And Money? You can with Intuit Payment Solutions. Accepting credit cards and debit cards has never been faster or easier. Over 240,000 small businesses process over $14

Feb 7Rick Daigle

Great Promotion for QuickBooks Enterprise

Feb 7Rick Daigle

If you have been thinking of switching to or upgrading to QuickBooks Enterprise . . . . . NOW IS THE TIME TO DO IT!! New QBES promo – Save 30% on 30 Users Intuit is continuing the momentum of the popularity of the up to 30 User license for QuickBooks Enterprise Solutions. For a limited time, customers will save 30% off of the MSRP of $8,000 bringing the price down to $5600. This price is the same for users

Jan 26Rick Daigle

Intuit February Promotions

Jan 26Rick Daigle

Contact Rick to take advantage of these promotions!! January 26, 2011 QBES  Intuit is running a promotion on adding QBES users. The current promotion is $500 off for customers migrating from 5 to 10 users only.  This lowers the $2,500 everyday price tag to $2,000 for the extra 5 users.  Note that the $2,000 is for the software only and that a prorated Full Service Plan fee will be added to this dollar amount.  Work with your CSM for an

Jan 23Rick Daigle

Goal Clarity Produces Winners in EVERY Endeavor!!

Jan 23Rick Daigle

I originally wrote this article before the end of the 2009 NASCAR season. Since then Jimmy Johnson has won 2 more championships to make it 5 consecutive seasons!! I see no end in sight . . . . . What do 3-Time NASCAR Champ & B2B CFO® have in common? Goal Clarity! Jimmie Johnson is the #48 Lowe’s car driver in the NASCAR Sprint Cup series. He has won the last 3 championships and is the car to beat each

Jan 14Rick Daigle

Protect Your Brand!!

Jan 14Rick Daigle

Entrepreneurship Tested:  National CFO Services Firm’s Founder, Jerry L. Mills, Discusses Lessons Learned Regarding Copyright Infringements B2B CFO’s founder and CEO, Jerry L. Mills, shares how he handles and leads his company through difficult cases of theft, plagiarism and infringements on intellectual property rights PHOENIX (Nov. 12, 2009) – Some believe that imitation is the sincerest form of flattery, but Phoenix based entrepreneur and business expert Jerry L. Mills is not flattered and not amused by  others replicating his firm’s

Dec 27Rick Daigle

QuickBooks Enterprise 2011 – Intuit keeps making it BETTER!

Dec 27Rick Daigle

QuickBooks Enterprise is the top of the product line for Intuit’s Financial Management and Reporting family of software products. At first glance, the features in QB Enterprise (QBES) look exactly the same as those in the Pro and Premier products. The look and feel of the GUI are exactly the same. However, QBES is the real workhorse of the product line and is designed to support businesses that have a need for: more than 3 concurrent users inventory-intensive workflow management

Oct 11Rick Daigle

Fishbowl® is the #1 requested inventory solution for QuickBooks®

Oct 11Rick Daigle

Fishbowl gives small to mid-size companies the same competitive advantages that large organizations with elaborate inventory solutions enjoy. Fishbowl provides QuickBooks users with a robust and scalable inventory solution that makes it more attractive and viable for small to mid-size companies to stay with QuickBooks as they grow. • Fishbowl is affordable and easy to use. • Fishbowl gives small to mid-size companies the same competitive advantages that large organizations with elaborate inventory solutions enjoy. • QuickBooks and Fishbowl are

Sep 23Rick Daigle

Your Guide to the QuickBooks 2011 Lineup!

Sep 23Rick Daigle

Use this handy guide to help select the right QuickBooks product for you. The prices in the guide are retail pricing so contact me to get the best discounts available. QuickBooks-Family-Guide-2011[1]

Aug 31Rick Daigle

How to Track and Invoice Job-related Costs Using QuickBooks

Aug 31Rick Daigle

I recently had a conference call with one of my partners and an engineering client of his. They were curious about whether QuickBooks could handle their requirements for invoicing. QuickBooks has a very rich set of functionality which allows a company to charge their clients for billable activity of their employees and track those costs to the customer and produce great Job Profitability reports. This article describes how this is accomplished. Professional Services – Using QB for Tracking Job Costs

Aug 30Rick Daigle

About Atlanta

Aug 30Rick Daigle

from Wikipedia Atlanta (pronounced /ətˈlæntə/, /ætˈlæntə/) is the capital and most populous city in the State of Georgia, USA. As of 2009[update] Atlanta had an estimated population of about 540,900 people. Its metropolitan area is the ninth largest in the country, inhabited by more than 5.4 million people. The Atlanta Combined Statistical Area has a population approaching six million, making it the most populous metropolis in the Southeastern United States. Like many areas in the Sun Belt, the Atlanta region

Aug 30Rick Daigle

Atlanta, Ga. – Recommendations to Mitigate Fraud in a SMB

Aug 30Rick Daigle

It is pretty common knowledge that SMBs are the victims of workplace fraud 9 times more frequently that larger businesses.