How We Work Our Magic

1. Give Us A Little Background Info

Fill in this Customer Application Form so we can get a sense of your technical environment and to see if we’ll be a good fit working together – because it’s much more collaborative than you might imagine.

2. Send Us An Example

This is the MOST important part of our intake process. We need to know what you have in mind, so we can turn it into reality. A picture really is worth a thousand words. This is your opportunity to get your Dream Report – so pretend you’ve got a magic wand, and then we’ll do our magic.

3. Schedule A Design Review

We’ll ask you all sorts of questions, probably some you didn’t expect. And we’ll confirm your definitions for each row and column – because everyone uses QuickBooks slightly differently and we don’t want to assume anything.
Schedule your free Discovery Call. (select the call type closest to your reporting needs)

4. Proposal Presentation

With all the info you’ve provided, we will create a Project Proposal with at least two different options and present it to you so you can ask questions and clarify details along the way.

5. Kick Off!

If you are clear we can provide you with the value you seek, we’ll get started! Our projects normally take 2-4 weeks depending on the complexity, and your availability to provide feedback and testing.

Why We're Different

We started our careers as report developers. That’s it. We understand data, and how to get it on the page or screen the way our customers need it. For us, QuickBooks came later. And while we’re now Advanced Certified QuickBooks ProAdvisors, our hearts are in the reporting. It makes us crazy to hear about the gymnastics business owners and finance people go through to get at their data. We just want you to be Datisfied.

Book A FREE Consultation


We get it, at this point in your career, every hour, even every minute you spend wrestling with a spreadsheet is costing your company a pretty penny. Datisfy is here to give you back what you need most – your time, improve your bottom line, and make you and your data look even more competent. Just like we did for these fine folks: