Creative Financial Software (CFS) provides implementation, training and consultation services for QuickBooks Financial Software and Peachtree Accounting Software. Peachtree Accounting and QuickBooks SimpleStart, Pro and Premier meet the financial reporting and warehouse inventory management needs of small businesses up to about one to three million in annual sales. For larger companies with one to one hundred million in sales, we provide consulting services on QuickBooks Enterprise Solutions and on a powerful warehouse inventory management solution called Fishbowl Inventory. Fishbowl Inventory integrates with QuickBooks and provides advanced and scalable inventory tracking and controls, including manufacturing. Joe Woodard founded CFS in 2002 after years training accounting professionals as the Vice President a national training company that equips accounting professionals to support their clients who use QuickBooks. Since that time, CFS has grown to include two high-level consultants (profiled below) as well as a staff of bookkeepers who provide online, real time bookkeeping support for small businesses that use QuickBooks. Over the past 6 years, CFS has grown 200% annually and has expanded its client base beyond the local Atlanta market, acquiring clients in numerous locations across the U.S. including Los Angeles, Chicago, Philadelphia, and New York City . CFS is a valued partner with and consultant to Intuit - the developers of QuickBooks - and enjoys a national reputation among other consultants and accounting professionals as one of the best accounting and inventory software consulting firms in the country.

Wendy Rohrssen, Senior Consultant

QuickBooks Expert
Peachtree Accounting Expert
Small Business Financial Expert

Wendy Rohrssen is an Advanced Certified Quick-Books ProAdvisor with over 8 years of experience supporting clients who use QuickBooks. Since Wendy began teaching QuickBooks 5 years ago, she has taught over 2,000 QuickBooks users throughout the metro Atlanta area. Wendy has experience teaching both basic and advanced training on QuickBooks to users and accounting professionals.

Wendy joined Creative Financial Software after consulting on small business financial software over 10 years as a Senior Consultant with the largest Certified Public Accounting Firm in Atlanta. Before joining this firm in 1995, Wendy worked as a Staff Accountant in the Governmental Contractor Division of a public accounting firm. Specializing in accounting services at the CPA firm, she worked primarily as a staff accountant with small to medium firms for five years, until the opportunity for software consulting and training became apparent.

Wendy has over 10 years of experience helping small businesses to generate accurate financial reports and to interpret these reports to better manage their organizations.

For the past five years, Wendy has worked with companies primarily in the areas of software consulting and training. She assists clients in assessing their accounting software needs and works with them to implement and educate their accounting staff. 

Wendy has extensive experience with the following accounting systems: QuickBooks (all editions), Peachtree Accounting, BusinessWorks, Creative Solutions Accounting, RealWorld, MAS90 and Quicken.

Wendy earned her Bachelor of Science from Berry College, with majors in Accounting and Business Administration.

"I have trained over 18,000 accounting professionals and QuickBooks consultants, and I have not met any consultant with a greater understanding of QuickBooks or a broader scope of consulting experience than Wendy. I rank her in the top 1% of all QuickBooks ProAdvisors in the country. I am truly grateful to have her as part of our consulting team."

                                                    Joe Woodard, President - CFS.

 

Joe Woodard, President

QuickBooks Expert
Small Business Financial Expert
Inventory Management Expert

Joe Woodard is an Advanced Certified QuickBooks ProAdvisor and Trainer with over 10 years of experience supporting clients who use QuickBooks. Since Joe began teaching QuickBooks 7 years ago, he has taught over 15,000 QuickBooks users and QuickBooks consultants across the country. Joe currently works with Intuit (the developers of QuickBooks), state CPA societies and Atlanta-area CPA firms to present advanced QuickBooks instruction to accounting professionals and QuickBooks users.
 
Joe Woodard has earned a unique relationship with Intuit as a trainer, consultant and author. Joe regularly publishes articles as a freelance columnist for the Intuit ProConnection newsletter several times each year. Joe also provides advisory services to Intuit regarding product development, project management, and Intuit's interaction with accounting professionals.
 
Joe co-authored two Intuit endorsed classroom curriculums focused on building successful QuickBooks consulting practices for a national QuickBooks training company.  Joe wrote 25% of a training program for accounting professionals offered by Intuit. This training program is a requirement for QuickBooks consultants to earn an Advanced Certification on QuickBooks. Joe also presented live training for Intuit in several locations across the country as part of this advanced certification program. In 2008-2009, Joe plans to publish two advanced-level technical manuals on QuickBooks: 100 QuickBooks Tips, Tricks and Workarounds, and QuickBooks at Tax Time. Click the Publications tab above for a summary of these two books. More detailed information will follow.
 
Joe has built two successful accounting software consulting practices: the first in New Orleans, Louisiana and the second in Atlanta, Georgia – Creative Financial Software (CFS). In addition to consulting with small businesses, CFS provides advisory services to CPA firms and other QuickBooks ProAdvisors across the country -- helping them to better service their clients who use QuickBooks.

Recently, The CPA Technology Advisor recognized Joe Woodard as one of the 40 most influential accounting technology consultants in the U.S.