My goal is to help you create a scalable business system platform that will stand the test of time. Here are a few remarkable outcomes since my first, TOA Technologies, where I was recognized with Intacct’s first-year Customer Success Awards in 2012 (1 of 3 awarded):
Segmint Inc. is a 2021 implementation — the CFO is a long-time friend who finally asked me to move them from Quickbooks Online to Intacct.
Jim was instrumental in helping us understand how Intacct operates. This is critically important because Intacct has a ton of features and thus presents many choices in the custom design of your new accounting system. We were dependent on Jim’s keen guidance and thorough knowledge of Intacct and he did a magnificent job for us! In addition, he helped us with detailing the Implementation Plan (step-by-step) to ensure that we went live on the exact date we planned, within budget. Kudos to Jim, and I cannot imagine going through the design and implementation process without him.
Gary Salhany, CFO
The Blanchard Institute is a 2020 implementation — the Controller and COO from Lakeview Health System asked me to install their new company.
Jim was an incredible resource in implementing Intacct for our conversion from cash to accrual accounting. His technical knowledge of Intacct coupled with his accounting experience helped me learn the system and gave me the ability to quickly create useful financial reports for interested parties. I now have the necessary skills to execute my finance role to help achieve our organization’s growth objectives. I will be happy to work with Jim in the future thanks to his professionalism and expertise.
Bill Boyle, Director of Finance
N2Y is a software company in my Local User Group — in 2019, they asked me to help complete the implementation being conducted by another consultant.
Jim was invaluable in our implementation of Intacct — I know it would not have been possible without his involvement. He helped us create our user roles and got us started in every Intacct Application. His Intacct knowledge is extensive and he always offerred a simpler, more effective approach to work. With his help, we automated many of the processes that we used to do manually, and now upload payroll, corporate credit card and our health insurance bills. This has saved us many hours per month. Jim is great to work with, is always upbeat and makes the work fun.
Mary Pat Grespin, Controller
Virtual Hold Technology, which I joined in August 2014 with the objective of improving reporting and processes for eventual sale of the company, I reinstalled in Fall 2016 and was chosen as a finalist for the Customer Success Award.
Jim is a true professional in every way. His financial background combined with an outstanding understanding of accounting software makes him an invaluable resource in running a finance operation. Jim is great at anticipating and solving challenges on all fronts and you know you can always count on him. Anyone that has an opportunity to work with Jim should not hesitate and he certainly has my highest recommendation.
Greg Garvey, Managing Member
Lakeview Health System was a 2013 implementation — the Controller was asked to present his business platform at Intacct’s annual conference!
Jim did a terrific job updating our business platform with Intacct and custom import templates for our medical billing system, payroll and credit card. So when I was asked to implement Intacct a second time, I called Jim before anyone else (see Blanchard) . . . he understands fitting the solution to the business. He also does a fantastic job of staying connected to ensure a smooth transition for both the implementation team and all those responsible for using the platform on a go-forward basis. I will continue working with Jim when it involves IT solutions for managing financial applications.
Richard Cooper, Controller