Shelley Caouette, BA BDBM

Epicor Consultant


Shelley has over 25 years’ experience in Finance Software implementations and improving business processes.  Her strong accounting background paired with her accounting software experience, make her a strong consultant.  She has written many financial and analytical reports providing clients with the tools and information to help businesses grow and become more efficient. Shelley is an expert in the EKM module.

Shelley has assisted large manufacturing firms in streamlining their system processes to capture more detailed costs in every manufacturing station.  She has created very detailed analytical reports that assisted management in streamlining production costs.


Selected Accomplishments

  • Installed 100’s of accounting software solutions including database installation and configuration, accounting software installation and configuration. 
  • Expertise in streamlining company business processes, analyzing how much value specific tasks add to a process, automating repetitive tasks, identifying bottlenecks that block workflow, and discovering or improving handoffs through automation. 
  • Created many custom financial and analytical reports for multiple clients, using Crystal Reports, FRX, F9, Brioquery, BI, and many other report writing tools. 
  • Converted data from old accounting systems to new accounting systems using import and export tools 
  • Expert in Epicor EKM
  • Worked with manufacturing and distribution clients to ensure costing was correct, and flowing correctly to the general ledger 
  • Training clients in a manner that is supportive and productive 

Certifications & Education

Bachelor of IT database Management - Ashford University 

Bachelor of Psychology – Ashford University 

Accounting – 2 yr. Program - Okanagan University College 

CompTia A+ Certification 

CompTia Network Administration 

CompTia Security + 

CompTia IT Fundamentals Certification 

CompTia Project + 

CIW Java Certification 

CIW Database Design Certification 

CIW Site Builder Certification 

Back to Team

Latest Blog Posts