I cannot say enough good things about Wendi Brazell and the support she has provided to our organization. Wendi has been instrumental in helping us clean up and improve our Financial Edge environment, including a significant amount of work related to our vendors, accounts, funds, and overall system structure.

She is also working closely with us as we prepare to implement Reporting Xpress. As part of that effort, Wendi helped us take an outdated spreadsheet containing critical fund manager information and develop a much more efficient solution using custom fields within Financial Edge. This not only streamlined an existing process but also better positioned our data for Reporting Xpress while we worked through the purchasing and implementation process.

What sets Wendi apart is both her knowledge and her responsiveness. She works incredibly quickly and efficiently and bills only for the time she actually spends on our work. She often works nights and weekends to complete system-intensive work outside of our normal business hours, helping prevent system slowdowns and minimizing disruption for our staff during the workday. She is always willing to jump on a quick call, troubleshoot an issue, answer a question, or help us think through the best way to accomplish something.

Wendi also has an excellent working relationship with the Reporting Xpress team, which has been extremely valuable as we prepare for implementation. Her knowledge of Financial Edge, understanding of our reporting needs, and ability to bridge the gap between the two systems have made her an invaluable resource.

Wendi has become someone we trust completely. She is knowledgeable, responsive, efficient, practical, and genuinely committed to helping us improve our processes. I would recommend her without hesitation to any organization looking for Financial Edge consulting, system cleanup, reporting improvements, or implementation support. She has been absolutely amazing to work with.

Jodi Collins, CPA

CFO, Augusta University Foundation