Toledo CPA, OH CPA, Accounting, Quickbooks, Payroll, and Tax Preparation
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September 30, 2011

Robin McKelvy

1811 North Reynolds

Toledo, Ohio 43615

RE:  The QuickBooks Benchmarking Project Letter of Thanks

Dear Robin:

For my final report, to the state, I drafted a success story to document the total satisfaction with you recent work.  It reads as follows:

The Director of The Ohio Manufacturing and Technology Small Business Development Program located at the University of Toledo, Richard Hanson, had the pleasure of employing an outside resource, experienced with QuickBooks to conduct an audit of 8 clients and help them start using QuickBooks. At one of the spectrum several purchased software and were taught how to set up their business.  Others were experienced and were able to refine skills.

Hanson recognized that as the clients worked on completing their 30 step startup plan; many were frequently falling behind on getting a handle on their costs. Thus, he created the project that included the following statement of work.

The Contractor shall engage in the following work on behalf of the University:

  1. Shall provide QuickBooks Benchmarking and Training Services to clients referred to it by The University of Toledo Manufacturing and Technology Small Business Development Center (MTSBDC).
  2. Training Services shall include individual client evaluation, program setup, training and potential remote access (including installation of remote access program).
  3. Shall provide a recap report and or session summary to The University after each client contact.  This report shall include information on the following data fields (date counseled, client company, client name, contact hours, contact type [face to face, online, telephone], analysis of critical problem, recommendations/actions to be taken, next steps/follow-up actions).

The clients include:

REDACTED

Robin it was a pleasure working with you and Tom Baird of Financial Consulting Associates on this project.   My client feedback has been excellent and I would recommend you and Tom to anyone.

The MTSBDC mission is to Accelerate Ohio’s economy by helping people start, sustain and grow their businesses –all these companies have benefited from your help and are on their way to fulfilling this vision.

If I can be of additional assistance please do not hesitate to call.  Thank you.

Sincerely,

chard L. Hanson

419-509-2765
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