Vector Business Solutions Client Testimonials

If you’re curious about the results that Vector Business Solutions has been able to achieve with past and present clients, please feel free to read our clients’ testimonials. Our clients and their needs are the top priority for us at VBS, and we believe that their testimonials speak louder than anything we could say about ourselves.
If you would like to submit a testimonial, please feel free to do so below!

 
 

Client: Higher Education Consulting Services – Encinitas, CA

Services Provided:

  • Project – Procedures, Training & Transition

  • Ongoing Controller Services/Accounting

VBS has had a many-year relationship with this unique academic coaching firm. This firm has many sub-contractors and a unique invoicing model. VBS provided our services to design improved efficiencies to existing accounting processes, to clean up the financial reporting, and develop controls to ensure accuracy. The project work resulted in this company’s ability to view both accrual and cash-basis financials, as well as to understand their outstanding coaching liabilities by customer. In parallel, VBS took over all aspects of ongoing financials, including controller services, month-end close, invoicing/AR/collections, AP, payroll. We were able to provide value-add with improved efficiencies, with changes that didn’t impact the many subcontractors and customers.

 

“…VBS has helped shoulder the responsibilities of our daily operations.”

As owner of a small service-oriented business I founded in 1997, it’s been a constant challenge to manage and train employees, recruit new clients, learn new technologies, adapt to shifting markets, and stay on top of everything that needs to get done in a day. However, since I began working with the VBS team in 2016, LinnaJo and Chelsea have helped to shoulder the financial responsibilities of our daily operations. I can not say enough about the value of their expert guidance and expertise in setting up and maintaining our accounting, invoicing, payment, budgeting, and reporting processes. I know I can depend on VBS to get things done on time so that I can focus on maintaining the quality services that we provide to our clients. Thanks LinnaJo and Chelsea!

— Sally, PhD, Business Owner | Higher Education Consulting Services – Encinitas, CA


Client: FDA Regulatory and Clinical Services for the Medical Technology Industry – New York, NY

Services Provided:

  • Project – Cleanup

  • Project – Integration

  • Project – Procedures, Training & Transition

  • Ongoing Controller Services/Accounting

In this long-term relationship with this large and successful international professional services firm, VBS provided systems integration (time tracking, expense management), QuickBooks payroll setup, process design and training services. Our focus was to cleanup historical financials, streamline the current system and improve the processes. The project work resulted in this company’s ability to view clean financial statements with accurate job-profitability reporting. We also provide ongoing monthly outsourced accounting services, financial review and close support, and interface regularly and effectively with their CPA and management team.

 

“We’ve found we don’t want to operate our business without their [VBS] partnership.”

Finding and working with VBS has been a true blessing!! A previous conversion from QuickBooks to another financial software had been an extremely expensive and complicated endeavor that ended up not working as sold. I joined my current company as CFO not long after their decision to convert back to QuickBooks. The conversion back was not as smooth as it could have been. It left the QuickBooks files a real mess and, my first task was a cleanup and overhaul. We’re relatively minimally staffed but, handling diverse clients around the globe. One position can wear many hats. Our workforce is spread across the US and financial tasks for both our company and clients can be complicated. Due to my financial and other responsibilities, the cleanup was turning out to be more than I could handle on my own. It was late 2013 and a quick Google search for QuickBooks Pro Advisors in my area brought me to VBS. I called and spoke to VBS’ owner, Susie Schade. Susie’s a straight talker, wickedly intelligent and didn’t try overselling services, we hit it off right away. She immediately suggested allowing her team to check out our QuickBooks files to see what really needed to be taken care of. Susie assigned a VBS team and they jumped right in. It wasn’t long before everything was in working order and most importantly, improved the original set up and suggested a few other changes. Their exceptional cleanup plan and awesome staff has resulted in a 6 year collaboration. We love working with VBS and have come to depend on their extensive financial knowledge, expertise and professionalism. Recently, we went through some internal changes and decided it made financial sense to outsource our day to day and month to month accounting needs. It’s proven to be one of the best decisions ever made. For example, they save us a small fortune by helping with quarterly and year end closes and, working directly with our CPAs to assist with financials for our corporate tax filings. We’ve found we don’t want to operate our business without their partnership. Even though they’re an outside vendor, they have become an integral part of my finance team. They truly are the best and why I refer to them as my VBS Angels!

— Dede, CFO | FDA Regulatory and Clinical Services for the Medical Technology Industry — New York, NY


Client: Consumer Products Manufacturing and Wholesale – Chicago, IL

Services Provided:

  • Project – Implement QuickBooks® Features

This company performs a light-assembly process for high-cost products, and also use outsourced satellite manufacturing services. They would benefit from QuickBooks advanced inventory features to track these valuable items by serial number to many locations. They also wanted to accumulate components and labor into the end-product costing, so we identified them as a good candidate for using the assembly build features of QuickBooks. VBS assessed their business process flow and external systems/forms, and designed a solution that exploited more of QuickBooks inherent features. We setup the system, imported a new and refined item list structure, trained the users, imported their physical inventory by serial number, and supported the team as they became accustomed to the new features and capabilities.

 

“The people at VBS were leaps and bounds better than anyone we had previously worked with before...”

For over a year we had worked on a major upgrade to how we used Quickbooks to track and manage inventories. But, we did not feel confident undertaking such a major project with the consultants we were then working with or those we were interviewing- until we met VBS. The people at VBS were leaps and bounds better than anyone we had previously worked with before or considered for the job. VBS walked us through the upgrade which went off without a hitch and is a major improvement to our business.

— Mitch, CFO | Consumer Products Manufacturing and Wholesale – Chicago, IL


Client: Nationwide Foodservice Distribution Company — Otay Mesa, CA

Services Provided:

  • Project - Inventory Cleanup and Process Training

  • Project – Acctivate® Integration

  • Project – Custom Reporting

  • Project – QuickBooks® File Maintenance

  • And many, many more….

This large food distribution company has multiple warehouses in the US and Mexico, and yes, they use QuickBooks Enterprise (with Advanced Inventory) to manage many of their business entities. In order to make sure they get them most out of QuickBooks, they partnered with VBS early and used our services often for many projects, setup, research, training and integrations. VBS also helped them assess and ensure the QuickBooks database file integrity, on an ongoing basis, for up to 15 companies.

 

“The VBS Team has always come through for us and we look forward to more opportunities with them in the future.”

We have been working with Susie and the VBS Team since 2010. During that time our company has grown over 200X and when we thought we might have outgrown QuickBooks a few times, our teams together have always came up with a solution— taking into consideration the complex fiscal regimen of Mexico. The VBS Team has always come through for us and we look forward to more opportunities with them in the future.

— Rob, COO | Nationwide Foodservice Distribution Company — Otay Mesa, CA


“… (VBS processes) eliminated approximately 4-5 hours of staff accounting work on a daily basis, while simultaneously improving accuracy.

VBS was a key player in scaling our business within QuickBooks. Our business was growing at a fast rate, and we were manually keying sales from another platform into QuickBooks on a daily basis. The team was able to assist in selecting an upload tool and developing a template for us to utilize, then training our accounting team how to work within the tool. This process eliminated approximately 4-5 hours of staff accounting work on a daily basis, while simultaneously improving accuracy.

As the business grew to the point of needing a new GL platform, VBS was able to assist again in taking on some staff accounting work, while the accounting department focused on our system implementation. They were able to own the sales uploads and inventory lot-control data entry processes. Similarly, they were also able to prep upload files from QuickBooks for our new GL system.

Overall, VBS team members were responsive to our business needs and always produced a great work product. They were able to scale with our business needs and were flexible when our deadlines changed or scope of work increased.

— Kelly, Controller and Director of Accounting | Medical Grade Skincare/Cosmeceuticals - Carlsbad, CA