September 5, 2016

Home

Go Farther

When you take the time to get organized and efficient, you're setting yourself up to go farther.  Improved organization not only allows you to work more efficiently, but will keep your business focused on its goals and ensure you follow your best practices every single time.  Lay a strong foundation for growth now by letting Happy Data help you design and document workflows that will accommodate your growing business.

See Deeper

Great reports start with great data collection.  From data entry to staff training, we can help you collect all the tidbits of information you need to have in-depth answers on your business' biggest questions.  Are your products actually making money?  Instead of guessing, let's get all the important information in the right place so you can pull a report in real-time and actually know.

Take Better Risks

Thinking of hiring a new employee?  If you invest in expansion now will you have enough cash to get through the new few months?  Gaining perspective on how big decisions will affect your business requires looking at historical trends.  Let Happy Data help you take better risks by setting up an information structure for your business that will give you multi-dimensional reporting in real time.

ABOUT HAPPY DATA MANAGEMENT

Happy Data Management provides a fresh approach to financial and patron data management. With an accounting and database expert working together from onboarding to reporting, we provide an integrated approach to tracking, using and analyzing the data that you need to make successful strategic decisions for your business or non-profit. We’ll help you see the big picture so that you can focus on delivering the best product to your customers.

OUR SERVICES INCLUDE

Organizational Maturity Assessment
Is your business or non-profit being held back because you don't have the information you need to accurately make sense of your situation? Our free initial consultation will provide you with an assessment of the accuracy, efficiency and meaningfulness of your current data management procedures.
Data Entry
Whether it's getting your bookkeeping handled or keeping your customer data up to date, we can make sure that the information in your system is accurate and ready when you need it.
Report Creation
Data only becomes valuable when it's looked at. We can design custom reports for your business or non-profit that are relevant to your strategic goals and easy to understand. We'll even come in and prepare them for you!
Database Development
Software can not only help you keep track of your information, it can streamline your workflows and ensure that everyone is following best practices. Let Happy Data help you find the right software combination for your business and get it configured and implemented without interrupting service to your customers.
Documentation
Let Happy Data create valuable documentation for you, including work flows, how-to manuals and company policy handbooks. Then when you have a new employee or a question about how something is done, the answers are already spelled out.
Happiness
When you have reports that tell you what you need to know and employees who are happy because they can do their jobs efficiently and transparently, you'll be happy knowing your customers are getting the best possible service.

Our Team

Annette Pretorius

Annette Pretorius is Happy Data's database expert.  With a degree in pure math and years of experience growing a small arts non-profit, Annette loves to deliver creative solutions to organizations with big needs and little resources.  When you work with Annette you'll appreciate her ability to understand every aspect of your business or non-profit and her dedication to creating workflows that simplify life for your employees without compromising your ability to run valuable reports.

image of happy data

Marcus Roeder

Marcus Roeder, CVPM, MBA brings 25+ years of business management experience to Happy Data. He has a BS in Business Administration and Accounting as well as an MBA University of Colorado. He is the former owner and administrator of the Dublin Animal Hospital in Colorado Springs, which he sold in December 2015 allowing him to move the beautiful mega-tropolis of Paonia, Colorado.
Until recently, Marcus served on the Board of Directors of the American Animal Hospital Association as Director of Practice Management. During his tenure helped update AAHA’s Veterinary Chart of Accounts which was published in 2016.
In addition to his work at the veterinary hospital, he spent several years working for Zoetis Animal Health, a division of Pfizer Pharmaceuticals, helping veterinary practices develop pricing strategies using “Activity Based Costing” as the basis.
He is now enjoying a more leisurely pace with his wife and menagerie of animals, here in paradise.

Moriah Rodstrom

Moriah gained an interest in bookkeeping while helping her father with his electrical business and immediately signed up to receive her Business Skills certificate from the Delta-Montrose Technical College.  You'll love Moriah's precise attention to detail and knowing that in additional to working in the latest version of Quickbooks, Moriah would be comfortable keeping your books with paper and pencils well.  Plus, as a certified electrician, we love the spark she brings to the workday. 

image of happy data

Callie Hale

Callie Hale enjoys numbers, accounting and especially helping clients figure out complicated problems. Having completed a BA in Business Administration with an emphasis in Marketing, and currently working on another BA in Accounting, she has the education and drive to ensure you find the right solutions for your company.
When Callie isn’t working she enjoys living in the beautiful North Fork Valley, spending time with her family and training horses for rodeo competition.

Joe Chisholm

When you're spending too much time getting your computers and IT equipment to work, Joe is your guy.  He's been working on computers since he learned they existed and formally trained under David Weber.  With a friendly, can-do attitude, you'll appreciate Joe's low stress and non-nonsense approach to getting all your gizmos and gadgets back in working order.