Author’s Note: As we continue the search for the 2021 Top 100 ProAdvisors and ProAdvisor of the Year, we want to take this opportunity to highlight our 2020 award winners. Learn more about Insightful Accountant’s Top 100 ProAdvisors Award Program here.
Jim Wells, Owner of LedgerFix and CFO of Autymate, began his career working at Deloitte for several years and then a long stint as a controller for a large company. The large company culture left Wells wanting more so he was eager to join the Intuit QuickBooks ProAdvisor Program.
“When the Intuit QuickBooks ProAdvisor program came along in the early 2000’s, I took a leap of faith that it would provide an excellent launch pad for a consulting practice that focuses on small to mid-sized business.” Wells continued, “I also joined the QuickBooks Solution Provider (QSP) program when it was introduced to further align my practice with all the Intuit product offerings. After almost 18 years later, I’m happy to report I made the right choice with both programs!”
Wells’ workday varies, of course, but he spends a great majority of his time in Zoom meetings with clients helping them with their financials, as well as meeting with his Autymate team working on integration deals using Intuit software. As a product expert in QuickBooks, he plays a key role in making sure the integration deals they take on are a good fit for the clients.
“Autymate is an Integration Platform as a Service (iPasS) that enables us to perform complex integrations for clients with connections to over 260 different databases. With cloud accounting now generally accepted by small to mid-size organizations as the best solution, advisors and consultants will need to be laser focused on helping these clients navigate the new challenges. Personally, I feel the integration space is one of those areas that is wide open for opportunity in the coming years for SMB’s and we hope to play a large role in it,” Wells then added, “Within the software space complacency is not allowed.”
The COVID-19 pandemic has impacted business practices and relationships all over the world. However, Wells and his team were already using Zoom regularly, so they were able to adjust pretty easily to a fully remote workplace.
“We were using Zoom long before COVID-19, so the push to doing everything over the web only made our team more efficient since it cut down on the windshield time driving to client locations.”
One of Wells’ biggest goals for 2021 is to expand the functionality and brand of Autymate within the SMB space. In addition, he serves on the QuickBooks Online Advanced Council and he hopes to play an active role in making that product a big part of their push for mid-market integrations. Wells also enjoys riding his bike in his free time.
Wells left us with this, “I’ve been very proud to be a Top 100 ProAdvisor over the years and find Insightful Accountant’s content to be an excellent resource for my practice and it plays a big part in keeping up with all the changes happening today.” We’re proud to have ProAdvisors like you as a part of the program, Jim!