Teaming with Key Partners

experts in QuickBooks + exceptional service

Expert partners enabling businesses to scale with QuickBooks

Small Business Solutions has developed key relationships with expert partners serving a variety of small and midmarket verticals as well as offering a multitude of services.  These services include consultation, set-up, installation, clean-up, training, accounting, advisory services, and development.

We are dedicated QuickBooks ProAdvisors, life-long learners & educators, and passionate about enabling you and your business to scale with QuickBooks.

We are certified QuickBooks ProAdvisors, recognized in Insightful Accountants Top 100 ProAdvisors, award-winning QuickBooks Solution Providers, and members of the Intuit Trainer-Writer Network, as well as involved in councils.

In our partner network, three experts have been recognized as Insightful Accountant's ProAdvisor of the Year and several have been named in the Top 100 list.  This prestigious award recognizes the best of the best in the ProAdvisor world who have embraced the ProAdvisor program and have leveraged it in order to better serve their clients, grow their own business, and impact the QuickBooks community.  Take a peek at the 2022 Top 100 ProAdvisors here.

ProAdvisor of the Year, Insightful Accountant

2019 - MB Raimondi

2016 - Judy Borland

2014 - Katherine Wynne-Jones

Top 100 ProAdvisors, Insightful Accountant

Judy Borland, Allentech Solutions, LLC

Lisa Burnett, Ability Business

Bob Crook, Small Business Solutions, LLC

MB Raimondi, MB Raimondi, CPA.CITP

Katherine Wynne-Jones, Wynne-Jones & Associates

Depending on your needs, together as your trusted advisor, we can help you scale through our services.  Read more about our expert partners below.

Katherine E. Wynne-Jones
Troy, MI
(248) 643-0200

When you engage Wynne-Jones & Associates, you are commissioning our whole team to support you in your goal. Our professionals will partner with you to serve your needs from scoping the initial engagement through delivery and support of the final product.

Our 23 years as QuickBooks consultants you can trust us as your direct contact for everything QuickBooks related! For software selection, payroll, or adding third-party applications to your tech stack, we can make this simply seamless for you.

We are partnered with Intuit as a member of their QuickBooks Solution Provider Program. We have teamed up with outstanding talent accomplished in manufacturing, wholesale distribution, construction, and point of sale business operations. Collectively there is over 60 years of experience contributing to the understanding of our small and medium sized business clients’ needs, allowing us to quickly help our clients’ eradicate pain points as well as, gain valuable insight provided from their data.
  • Needs Assessment, software/application sale, training, support and third party add-on offerings.
  • Manufacturing end products, raw materials, machining. Examples:  suppliers for contractors, fabricators, and energy.
  • Manufacturing & Distribution food processing.

Danny Allday, CPA
New Orleans, LA

We are a technology-driven, one-stop shop for small businesses. Our firm has been providing accounting, tax and business advisory services for small businesses since 1981.

Our professional staff are all USA-Based. We do not outsource our work to overseas companies.

Member: QuickBooks Certified Professional Advisors, Sage 50 Peachtree Diamond Level Certified Consultants


Accounting Services • Business and Personal Tax Planning and Preparation •  IRS Tax Resolution •  Offers In Compromise •  Accounting •  Bank Reconciliations • QuickBooks and Sage 50 Technical Support • Reseller for Sage 50 Peachtree • Accounting and Payroll Technical Support


Contractors, Dentists, Healthcare, Hospitality, Law Firms, Manufacturers, Real Estate

MB Raimondi
Rockwood, TN

MB is a CPA with a Masters in Tax. She started using and recommending QuickBooks when it was first released. She joined the ProAdvisor program at its inception and was among the first ProAdvisors to become Advanced Certified in both QuickBooks Desktop and QuickBooks Online. Today, MB is a national QuickBooks trainer, a charter member of the Intuit Trainer and Writer Network, and is part of the national training team.

MB’s and her experienced team is focused on QuickBooks consulting, setup, and training. They love helping small and mid-sized businesses sort out bookkeeping processes and start operating efficiently in QuickBooks. MB is passionate about providing QuickBooks training, answering QuickBooks questions, and helping others solve unique QuickBooks problems.


Product selection • Data file setup and conversions • Payroll setup • Data file analysis • Data file cleanup • Individual and group training •  Ongoing help and support


Most all verticals for the types of projects we take on

Shelly White
Central / Upstate New York
(607) 218-1132

Shelly White holds all QuickBooks Certifications that have been offered by Intuit since the year 2000. Senior Consultant for more than 20 years, she is an Advanced Certified QuickBooks ProAdvisor and a member of the QuickBooks Solution Provider (QSP) program. She works with all versions of QuickBooks Pro, Premier, Enterprise, Online, and Point-Of-Sale Desktop, including QuickBooks connected services such as credit card processing and payroll. Shelly is considered an expert in the QuickBooks Point-of-Sale and QuickBooks Financial Accounting Interface.

Shelly has a MS in Education / BS in Mathematics – and was a Public School Teacher in NYS for over 10 Years.

She has an extensive background in accounting which includes being the former owner of an Accounting, Bookkeeping, Payroll, and Tax Preparation Business where she provided services for small businesses and individuals for 10 years.

Shelly’s company, Bianchi Consultants, has built its reputation on providing prompt, courteous, accurate service throughout NY State and the country. Having put QuickBooks to work for hundreds of businesses, they have fostered lasting relationships with their clients in many different vertical markets.


Consulting, installation, training, and support – with software selection, clean-ups, setups, new implementations, one time/ongoing/periodic support, and 3rd party application integration with QuickBooks.

Ability Business
North Canton, Ohio
(866) 992-2454

Ability Business is an innovative consulting and development firm located in North Canton, Ohio that has provided viable solutions for small and mid-size businesses with QuickBooks® as the foundation.

Since 2002, Ability Business has been at the forefront of developing apps that add specific functionality for QuickBooks Point of Sale. The purpose of our Ability Apps is to enable business owners to add features and functionalities to QuickBooks Point of Sale to increase productivity and boost efficiencies.

The Ability Business team is comprised of consultants, strategists, problem solvers, support gurus, and developers. As trusted advisors, each Ability Team Member brings a wealth of experience and knowledge to serve your software, hardware, and custom business needs.

Ability Business is a member of the QuickBooks Solution Provider Program, certified to support you and help you take advantage of Intuit’s QuickBooks offerings. Ability Business is a top Executive QuickBooks Solution Provider (QSP) and has been presented numerous awards throughout the years. Their relationship with Intuit allows them to bring you the best products and solutions and give you the tools for your business needs.


Business consulting, development, training, and expert support

Margie Monroe
Austin, TX

My firm offers management & consulting services for businesses and personal entities. We use QuickBooks Desktop( QBD) or QuickBooks Online (QBO) as the accounting software to record your transactional data to provide you with financial management tools to guide your business and personal financial decisions.

We are not simply data entry services, so should that be the level of service you are seeking, my firm is not the correct match for your desires.

We offer outsourced accounting services as agreed upon with your level of need. We may function as your total or partial outsourced accounting department and if you have in house accounting staff we train and/or manage them in their tasks and are available to answer their questions. We strive for best practices in accounting, internal controls, processes & procedures, workflow and to make use of applicable technology best suited to your needs. We can set up your QB, clean up your QB to date and then continue with, at a minimum, monthly services. Depending on the accounting needs of your entity, we may work in your books daily or weekly.

We do not prepare Federal Income Tax returns or Franchise Tax returns. However, we work closely with your tax preparer to achieve the results you and your tax preparer agree upon. We set up your QB chart of accounts to clearly give the tax preparer the information they need. Before releasing your books each year to the tax preparer, I review QB entries with your assigned bookkeeper or you and/or your staff, as applicable, and we provide the tax preparer with a set up books that are ready for tax preparation review along with a summary of our notes, comments, and outstanding questions yet to be resolved.


Outsourced accounting services • QuickBooks setup, cleanup, & ongoing services


Real Estate • Non-profits • Service

Scott Mosher
Redwood City, CA
(650) 299-1114

Maverick Retail Advisors has served hundreds of clients in Silicon Valley and across the western United States. Scott Mosher, our founder, and managing partner has helped specialty retailers simplify and manage their business operations and increase net revenue for over 25 years.


Consulting • Implementation and integration • Setup, training, support


Retail • Lock • Sporting Goods

Jay Thompson
Bloomington, MN

Merchant Light has served retail, manufacturing, construction, service and even banking customers for over 20 years! Jay Thompson, COO started the company after he sold his chemistry lab back in 1993. After some twists and turns, he began QB Services LLC. It was later renamed to Merchant Light LLC.

“We were the number one reseller of QuickBooks Point of Sale systems in 2016.”Now we have expanded into web development, programming application interfaces, providing terrific IT support to our customers and instructing companies on what might benefit them under tough circumstances.

We are here to serve our clients. If there is something you need and we don’t have the answer, we will be happy to assist you in finding someone who does!


Monthly IT Support programs • Merchant Services that are second to none • Application programming with QuickBooks Desktop, QuickBooks Point of Sale and QuickBooks Online as well as many other integrations including MS Excel Automation programming, Android programming, and much, much more! • QuickBooks consulting and support


Banks • Contractors • Service • Retail • Manufacturing • Wholesale and Distribution

QuickBooks Solution Provider

Ability Business - Executive QuickBooks Solution ProviderWe are a member of the QuickBooks Solution Provider Program, certified to support you and help you take advantage of Intuit's QuickBooks offerings. Small Business Solutions is a top Advanced QuickBooks Solution Provider (QSP) and as the region’s premier QuickBooks consultants, our team is dedicated to finding accounting solutions that work for you and your business.

QuickBooks Solution Providers Advisory Councils

Ability Business - QuickBooks POS Council MemberIn past terms, Small Business Solutions has served on the QuickBooks Solution Provider Advisory Council.  During this 2-year term, we met with Intuit Managers, Channel Account Managers, Product Development Teams, and other QSP members to help further the direction of products and services.

We meet monthly to discuss the direction of QuickBooks Point of Sale Desktop.

QuickBooks ProAdvisor

Elite ProAdvisor Program - Ability Business

As a QuickBooks® ProAdvisor, a certified independent accounting pro, business advisor, vertical specialist, and solution provider can provide strategic insights to drive small business success.

See what you gain when you collaborate with a QuickBooks® ProAdvisor:

      • expert advice and guidance that’s tailor-made for your business
      • up-to-date knowledge of the latest features, solutions, apps, and accounting rules
      • more time pursuing your passion and dreams, and less time on your books