Toledo CPAs is a BBB Accredited Accountant in Toledo, OH Call us: (419)539-9590

QuickBooks Training Client Success Story

Subscribe to our Emailed Newsletter

Recent News

Tax Calendar

Logo for the Manufacturing and Technology Small Business Development Center (MTSBDC) at the University of Toledo

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 for confientiality purposes)

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.


?Laboratory Manager at The University of Toledo

Richard L. Hanson


(Project for the Ohio Manufacturing and Technology Small Business Development Program located at the University of Toledo)

Business Hours

Mon Tue Wed Thu Fri Sat Sun
9am 9am 9am 9am 9am
5pm 5pm 5pm 5pm 5pm
  • This was my first year using Toledo CPAs and they were incredible! Staff was delightful and they made the process so easy for me. I got a better then expected return and they set me up with tax estimates for the year to come. Needless to say I will be going back to them every year!
  • The amount of stress Tom, Nathan, and the staff has taken off of me has been a blessing. I can run my business and they take care of everything on the financial side. Knowledgeable, friendly, helpful, informative and affordable are only some of the many great things this company has to offer
  • I had a consultation with Tom about some business tax preparation questions I had. Simple, easy to understand answers, which I really appreciated. Friendly staff, very professional, I felt like they were truly concerned.
  • This is my 10th year with Toledocpa and looking forward for more to come! I want to thank you Tom and your staff for all those years! Congratulations on your new office Downtown! Wishing you the very best always!