QuickBooks:
• Elite Certified: About 30 Intuit® certifications (Advanced, QBO®, and QuickBooks® Desktop, etc.);
• Extensive Experience: 25 years training business owners, accountants and others;
• Academic Background: Taught QuickBooks® at College of Marin®, and graduated from Sonoma State University with distinction;
• Comprehensive Support: All Versions: Desktop (Pro®, Premier®, and Enterprise Solutions®) and online (QBO®, Intuit Enterprise Suite®, etc.); setup, cleanup, migration/conversion, reconciliation, repair/troubleshooting, training to help customers be self-reliant;
•Specialized Fields: Contractors, retailers, estates, accountanting firms, bookkeeping firms, and others.
Quicken:
• Many years of experience;
• All versions;
• Cleanup, troubleshooting, and training;
• Estates, landlords, and others.
What to Expect:
I bring a great deal of empathy, patience, and true understanding to my services. I know that messy financial files and inaccurate balances can cause real stress for business owners. My goal is to serve as support in order to make your resolution process clear, calm, and completely manageable. Our work together is a team effort. I analyze the structural data issues and guide you step-by-step on exactly where to click. This hands-on process helps to ensure you maintain control while gaining the self-reliance and practical skills needed in order to clean up existing problems and prevent future ones, which we would either do together or, with training, you may choose to do on your own. This transparent, cooperative approach is designed specifically for small-to-medium business owners, nonprofit executive directors, managers, trustees, accountants and bookkeepers who are ready to actively engage, take healthy ownership of their data, and maintain accurate systems moving forward.
Additional Information for All QuickBooks and Quicken Versions:
• Flexible Scheduling: Day, evening, weekend, and expedited services;
• Ongoing support;
• Free initial consultation.