Custom Financial Solution

One total business solution

Get the most out of your system with the help of Custom Financial Solutions.

Services

Consulting .

We leverage a proven process of discovery, proof of concept and implementation to customized solutions to your specific needs and  issues that scale with growth. We can help you increase efficiencies, show you ways to analyze data, increase customer satisfaction, increase revenues and utilize advanced features of your systems.

Consulting Solutions

CFS’ focus on solutions designed specifically for the technology industry ensures your success. Our consulting process is comprehensive and allows us to understand your organizational and business needs. We rely on industry best practices as well as past experiences with a myriad of technology clients to provide you results.

"They understand business fundamentals and make suggestions based on experience which allows them to be very collaborative in developing new processes and procedures. Their consulting practice works with many companies in our industry and we benefit from their experience solving similar problems for other clients."

- Mark McKeever, Chief Operating Officer, Microage

As an Autotask Certified Consulting Partner, CFS focuses on helping clients succeed through Autotask's Smart Step Program. This comprehensive professional services engagement is specifically designed to focus on improving your core business and improve your financial performance.

"In the period of a few short days, Michelle was able to help us take our ideas for improvement in Operations and make them actionable. While the time allowed in the original engagement would not allow us to accomplish all of our goals, the foundation has been laid for future success."

- Geoff Graves, Bedroc

View entire testimonial

Implementation .

CFS is committed to ensuring you have a successful implementation configured specifically for YOUR technology practice. This means helping you get up and running quickly. It also means making sure you have a solution that meets your business processes and information needs now and in the future, thus maximizing your return on your investment.

CFS employs a turnkey approach to our implementation services. We provide  needs analysis, design, project management, configuration, data file conversion, staff orientation, testing, installation and training as part of our implementation services.

“The customization CFS has accomplished with SouthWare for this industry is the culmination of decades of consulting, accounting, and industry experience that no other firm could possibly come close to providing in any accounting or ERP application.”

- Gia McNutt, CEO, Special Order Systems

 

Applications .

Autotask

Autotask Corporation provides the world's leading hosted IT business management software to streamline and optimize business processes for technology solution providers. The software integrates a broad range of critical business systems, including customer relationship management (CRM), service desk, contracts, tech scheduling, project management, billing and reporting, and provides real-time service delivery intelligence to help users understand the factors that drive their business and their profitability.

ConnectWise

Delivering powerful IT services and management solutions to small and mid-sized companies, Connectwise has been a leading industry solution since 1998. “ConnectWise has helped thousands of other professional IT solutions firms achieve the same high levels of service and profitability.”

SouthWare

For over 20 years, SouthWare has met the challenges of business management, exceeding client expectations while keeping a sharp focus on the future. SouthWare's Excellence Series™ delivers an award-winning, flexible solution specifically tailored to meet the needs of a broad range of businesses and industries while paying close attention to the needs of specific individuals within a business system. Their philosophy is to make you better at what you do - not a software support technician.

QuickBooks

As a QuickBooks Pro-Advisor, CFS strives to ensure our client’s success by utilizing tools and solutions that work best.

Quosal

Since 2006, Quosal’s goal has been to “Create proposals that win and quotes that close with Quosal – the all-in-one, powerful integrated sales platform that creates quotes and proposals anywhere, anytime”. Quosal offers both a full-featured desktop as well as a browser interface to ensure Quotes are quickly and easily created. Seamless integration options with major CRM, PSA and Accounting applications help Quosal to be an easy tool for your sales team and organization.

QuoteWerks

QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals. Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions.

Solutions .

We offer solutions that optimize your overall business strategy and solve the "real" business issues you face daily in the technology industry. This translates into the right solutions for your business and meets your specific needs both today and into the future. The result is an investment that streamlines processes, provides data needed to make informed decisions, reduces costs, increases profitability and gives you a competitive edge.

Examples

  • Resource Utilization Reporting
  • Resource Availability Heat Map
  • Project Profitability Dashboards
  • Contract Profit Dashboards
  • Management Analysis Reporting

Enhancements designed by CFS may be developed to improve your accounting or financial system as well as business processes and efficiencies. Using tools within existing systems such as SouthWare Workflow, Autotask LiveReports or Microsoft Applications, we strive to create a long-lasting, functional solution which will provide measurable results.

Autotask LiveReports: Live Data from Real People for the Real World of IT

“The people at CFS take the time to understand our business strategies, practices and processes. They listen to what we want to accomplish and they get to know the underlying details to make it happen according to our exacting specifications. . .they can develop processes that allow the software to conform to our business practices rather than the other way around.”

- Mark McKeever, Chief Operating Officer, Microage

 

Partners

Partnered with the best

Our valued partnerships allow us to deliver the great services you need.

Company

Culture

About Us

Optimize your overall business strategy

Selecting the right consulting team is as important as selecting the right software. CFS is a leader in working with  technology providers and is committed to the success of our clients. Our professionals have an in-depth knowledge of the technology industry with unmatched experience in business, accounting and professional services.
 
We offer solutions that optimize your overall business strategy and solve the "real" business issues you face daily. This translates into the right systems for your business to succeed. Our goal is to streamline processes, produce reliable analytical data to make informed decisions, increase profitability and give you a competitive edge.

 

Executive Team

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Charlotte Wasmer .
President/CEO

I am the founder and CEO of Virtual Sourcing, CFS and Wasmer Properties. With 24 years of experience in accounting, 20 of those in the technology industry, I’m laser focused on the accounting, systems and operations of my clients with an unwavering determination to provide exceptional service mentoring and guiding them to achieve their financial goals.
 
Virtual Sourcing provides our technology clients with Back-office Outsourcing solutions in Accounting, Financial Reporting & Analysis, and Strategic Financial Management.
 
CFS provides consulting in the areas of Accounting and PSA system for technology companies. This includes but is not limited to design, implementation, optimization, reporting, programming and support.
 
Wasmer Properties is a commercial and residential Real Estate company.
 
I live in Alexandria, LA with my husband, Ken Wasmer. I have 3 adult children, 2 grand children and many family and friends.

Michelle Bournstein .
Business Consultant

Businesses today typically rely on multiple systems in order to manage their organization successfully. These systems could be for specific areas such as Services, Accounting, Reporting or Quoting. As a Business Consultant specializing in the technology industry, I focus on providing expert advice to clients on Systems Processes, Configurations, Efficiencies and Industry Best Practices. I feel it is critical to add value to the investment in any system by delivering in-depth Support, Training, Documentation and tangible deliverables that ensure success. I joined CFS in 2002 as a Client Support Specialist to meet the business needs of our SouthWare client base. As a Consultant, I now specialize in supporting clients in QuickBooks, ConnectWise, Autotask, Quosal, QuoteWerks and SouthWare. With my experience as a Systems Specialist, Programmer and Project Manager for a New Orleans based reseller as well as 14 years of consulting with CFS, I provide a thorough understanding of the technology industry and a strong commitment to the success of our clients.

Kenneth J. Wasmer .
President/CEO

Ken Wasmer is vice president and co-owner of Custom Financial Solutions.  He is also president of The Wasmer Group.  He is an Executive Manager, with broad-based experience in accounting, finance, banking , mergers & Acquisitions with a focus for the past 25 years in the VAR/MSP industry. He has consulted with more than 600 companies nationwide, over 75 of which were on the INC 500 list. Additionally, he has worked on various aspects of more than 212 merger and acquisition transactions. Ken has been CEO and CFO for numerous VARs ranging in size from $5 million to over $100 million and has turned around several financially distressed companies.  Additionally, Ken conducted numerous seminars and spoke at multiple national conferences.  Prior to his experience in the computer technology industry, Ken was Vice President of Loan Administration for a $3 billion bank. Ken was responsible for credit analysis, loan review, compliance review, and loan administration and was a commercial loan officer. He was also a Certified Public Accountant and worked as a Controller for a $235 million savings and loan and for the CPA firm of Touche Ross.