As "Dr. QuickBooks & Quicken", I make house calls to solve your accounting and bookkeeping problems, set up your new business's books, review what you have done, and/or train you how to use the software properly so you can sleep at night.
I'm an Advanced Certified QuickBooks ProAdvisor with additional certification in Intuit's Online, Point of Sale (POS) and Enterprise software, a former "COO", & nominated for the City of Seattle Mayor's Small Business Award.
I provide customized, in-person, one-on-one training, tutoring, consulting, classes, instruction, seminars, private lessons, online and telephone help, and bookkeeping and accounting support at...[more]
As "Dr. QuickBooks & Quicken", I make house calls to solve your accounting and bookkeeping problems, set up your new business's books, review what you have done, and/or train you how to use the software properly so you can sleep at night.
I'm an Advanced Certified QuickBooks ProAdvisor with additional certification in Intuit's Online, Point of Sale (POS) and Enterprise software, a former "COO", & nominated for the City of Seattle Mayor's Small Business Award.
I provide customized, in-person, one-on-one training, tutoring, consulting, classes, instruction, seminars, private lessons, online and telephone help, and bookkeeping and accounting support at your pace and skill level based on what you know (or don't) at your office, quiet coffee/tea shop, or my place in Greater Seattle.
Why fight traffic to attend a class and go at the slowest person's pace (yawn) (do you really want to ask "delicate" questions about your business in front of others?) when I will make house calls like an old fashioned doctor and come to you to make you financially well and software literate.
Hourly, session, and unlimited one year rates are at the end of this section of my profile and on my web site.
Learn how to effectively use QuickBooks (there are 5 (Simple Start, Pro for Windows, Premier [Contractor, Retail, Professional Services, Nonprofit, Manufacturing & Wholesale, and Accountant], and Enterprise for Windows, QuickBooks for the Mac, and Online, Point of Sale for retail businesses), or Quicken for (Windows or Mac) to properly set up your financial records so you can fish (or make Tofu if you are a vegan) for yourself, save on accountant's fees, worry less, and sleep better.
There is nothing more fun than watching someone's eyes light up as they gain the self-confidence by making their financial or accounting software work for them instead of the other way around and learn how to produce financial reports that tell them how their business or personal finances are really doing.
And so they don't make the mistakes several of my small business clients made by (1) creating their chart of accounts for a C corporation when they were a LLC which screwed up their tax accounting; (2) setting up their credit card as an expense account instead of as a credit card; (3) setting up their vendors as customers and vice versa; (4) recording all their payments individually instead of matching them up with the actual bank deposit; and not updating their program.
Do you need a consultant to set up or check your business or start up's chart of accounts, financial records, or books? Have you slowly come to the realization that you don't know how to use your accounting software and it is affecting your bottom line? Has your company grown to the point where it would be nice to have someone come in to review what you are doing or have done and then train, tutor, and instruct you and your staff and let you make more money by doing what you really enjoy doing which is also billable?
Or would you rather sit in the dark?
Well, send me an e-mail and let's chat for 30 minutes about what I can or can't do for you.
You've hired an attorney, accountant, insurance broker, business coach, SEO expert, marketing pro, and others to help you start and manage your business. Shouldn't you hire a consultant to teach you how to effectively use the accounting software that you'll be relying on to discover how well you are (or aren't) doing?
As someone who has been a bookkeeper and ran the day to day aspects of a medium sized business, I've been in your shoes.
My company is a Better Business Bureau Accredited Business. I am a member of the Intuit Accountant's, Quicken, Small Business, and TurboTax Inner Circle which advises the company on their products.
If you want to know what would be covered in a session, please go to the middle of my What I Do Best section below.
I have three pricing arrangements for you to choose from.
If you only think you need my services on an hourly basis to address a specific issue, use POS or Enterprise, or just to review your work, I am available at $120 an hour with a one hour minimum.
The second is $295 for a three consecutive hour session for Pro, Premier, Online, or Mac, a savings of $65 off my hourly rate, (I find most people need that time for a new company setup, basically learn the program, or have their company file checked) and $90 an hour thereafter on the same day so you can count dollars instead of sheep and learn how to fish (or make tofu if you are a vegan) for yourself.
The third is unlimited training for one year for one person in a company for QuickBooks Online, Pro (or Premier if you're not using features unique to that version), or Mac for $1,195 plus IRS mileage both ways. [less]