Consulting service for your financial solutions

Whether for a small business or an educational institution, I can help you find efficiencies and process improvements for your day-to-day activities so your business is less paper intense and runs like a well-oiled engine.

Software Coaching

I can analyze your process and make recommendations based on your needs. For colleges and universities, I offer coaching for Ellucian, Touch Net, Evision Products (Form Fusion, Argos Reporting, and Map Configurations), Bank Mobile, Ticket Return, and Jaguar Software.

For small businesses, I recommend Quickbooks, Quicken, or Sage; this all depends on the size and volume of your revenue.

Services

Reporting

I can help develop financial statements, such as balance sheets, profit and loss statements, and ad hoc reporting, as well as profitability analysis reports. Let's take a look at your chart of accounts to make sure that it is formatted for optimum reporting purposes.

My name is Rita McDaniel and I am a Financial Systems & Solutions Consultant with a Master's in Business Administration with a Concentration in Project Management.

I have 12 years of experience working with Ellucian Banner and 10 years of experience with Ellucian Colleague. I have been the Finance Team Lead in implementing the following modules: Finance, Student Accounts Receivable, Payroll, and Human Resources.

A Little About Me.

I also have experience working with small businesses to help implement and set up their accounting system.

I have a hands-on approach and projects delivered on time.

  • I have worked with Ms. McDaniel as a Consultant to implement several process improvements in the General Accounting area. She helped us implement a solution to automate a payment gateway solutions for non-student payments into our Banner-Ellucian software and also implemented software to automate our account reconciliations process.

    Ms. Danielle Cutter, MBA | Director of Accounting and Financial Services

  • "Working with Ms. McDaniel has been a help to my business. She has brought a breath of fresh air to my business. Also a new life to how to organize and streamline my business processes."

    Ken Eskridge | CEO, Proficient Services LLC

  • "As a small business owner, I need help with setting up an accounting software. Ms. McDaniel was very efficient and easy to work with. I would recommend her services to anyone who needs advice on improving their financial solutions."

    Vanessa Vaughn | Owner of Robbins Piano Studio