I tried a conversion to Quick Books Online about 4 years ago, I switched back after 2 weeks. So, I was skeptical about trying it again. Erika assured me she would test everything in advance and the conversion would be smooth. She took the time to understand our requirements, she contacted our POS software supplier to understand the challenges of moving data between the 2 systems.
She developed an easy process to move the data. The transition happened smoothly, and the support afterwards was instrumental in getting us comfortable with the new software.
Erika has a rare ability to explain financial processes without all the financial jargon. We’ve been on QBO for 5 months now, we wish we’d know Erika 4 years ago so we could have enjoyed the benefits of QBO longer. In hindsight, Plan By Numbers did have the foresight, to make the transition seamless.
I’d highly recommend Erika for any QBO and bookkeeping requirements your business has.