CBG Partner Support

We have built relationships with experts in different areas where partners need some handholding. Sometimes you may get a project that is too large, too time consuming, you just don't want to deal with it or may might be out of your wheelhouse. You can now partner with one of our support experts so you can ensure your client is getting the best price, expert support and you get credit for the sale.
Complete our Needs Assessment Form

Denise Bailey: Advanced QuickBooks Enterprise Support

Denise, Lead Partner Support for CBG is the Director of Accounting Systems Consulting Group of Elliott Davis. She has more than 15 years of experience providing businesses of various sizes with accounting, tax planning and compliance and startup consulting. She has a team of over 80 ProAdvisors that can help with support needs. Her team can take on complex projects while ensuring compliance with payroll, sales and use tax reporting.

They offer end to end solutions for:

  • Mergers & Acquisitions
  • Aviation
  • Wholesale & Retail Distribution
  • Education
  • Medical Equipment & Supply
  • Small Manufacturing
  • Franchise

Accounting software selection, implementation, conversion, and training.

  • Project management of the implementation
  • Conversions
  • Process & Efficiency Analysis
  • Customized reporting

Josh McMillan: QB Point of Sale and Inventory Specialist

Joshua is our Advanced Point of Sale support technician. He specializes and supports our Point of Sale Clients. He is a ProAdvisor certified in all the QuickBooks products but most importantly he is advanced in supporting QuickBooks. Point of Sale and Revel Point of Sale. He has a strong accounting background and enjoys setting up new customers, and troubleshooting point of sale installations.

Dan DeLong: QuickBooks Support Specialist

Dan has nearly 18 years of experience in Intuit Technical Support. He knows the boundaries of what Intuit’s products and services can do, “out of the box.” His solution-oriented approach to creative problem solving while staying in the Intuit ecosystem will allow you to partner and build share of customer. Dan’s favorite product to support is POS. He curated the training curriculum and trained most of the support organization in his tenure at Intuit, working with a variety of business.

He was with POS from the very beginning (version 1.0) and has seen it grow through its many versions since then. He loves to make POS an integral part of a business's day to day operations.


Matt Clark: Speed up your QuickBooks

QuickBooks Shrink is a service we provide that is aimed at clients who have large amounts of data in their QuickBooks company file (usually 3 years or more), resulting in extremely slow computing times. We have developed a process where we shrink the QuickBooks data down, reducing the nagging time delays involved in working with a large QuickBooks file. You will still have a useable copy of your original QuickBooks file that contains your historical information. Visit his website: qbornotqb.com

Email to Start File Shrink

Cheryl McElrath: Intuit Field Service Management

IFSM is a scheduling and dispatching system for service and repair companies such as HVAC, electrical, plumbing, maintenance, security, etc. This product helps service businesses get more work done, get paid faster, and streamline payroll processing. It also tracks Customer Service history and equipment lists. Smart scheduling with real-time dispatching. This is cloud solution that allows you to create invoices and take payments in the field, transitioning to a paperless environment.
Complete Our FSM Needs Assessment to get Started