As a Certified QuickBooks ProAdvisor® and former "COO", I provide customized, in-person, and one-on-one training, tutoring, classes, instruction, seminars, private lessons, and online and telephone help at your pace and skill level based on what you know (or don't) at your office, my place, or coffee or tea shop in Greater Seattle or elsewhere by arrangement.
Why fight traffic to attend a class and go at the slowest person's pace (yawn) (and do you really want to ask delicate questions about your business in front of others) when I will come to you?
Learn how to effectively...[more]
As a Certified QuickBooks ProAdvisor® and former "COO", I provide customized, in-person, and one-on-one training, tutoring, classes, instruction, seminars, private lessons, and online and telephone help at your pace and skill level based on what you know (or don't) at your office, my place, or coffee or tea shop in Greater Seattle or elsewhere by arrangement.
Why fight traffic to attend a class and go at the slowest person's pace (yawn) (and do you really want to ask delicate questions about your business in front of others) when I will come to you?
Learn how to effectively use QuickBooks Simple Start, Pro, Premier, or Enterprise, 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, stop worrying, and sleep better at night.
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 investment and retirement plans 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 version of the program.
Do you need someone 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 on a regular basis to train, tutor, and instruct you and your staff in QuickBooks and help them convert from Peachtree®, or Microsoft Small Business Accounting or their new Office Accounting Express® to do your bookkeeping and financial reports and let you make more money by doing what you really enjoy doing?
Or would you rather sit in the dark?
Well, let me come to you if you live nearby so you can show me your business or bring your friendly laptop for coffee at an independent coffee shop near me and chat for 30 minutes about what I can do for you, wht might be your best choice of financial management software - sometimes the answer may surprize you) and to bounce ideas off of. 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 someone 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 bookeeper and ran the day to day aspects of a medium sized business, I can help you learn to solve some of the following common accounting and bookkeeping software issues and problems:
- Help you pick the right QuickBooks program (there are five plus many sub categories) for your business and converting company files from other software programs such as Peachtree, Microsoft Small Business Accounting, and Quicken (and get QuickBooks for you at up to 20% off retail as well as free trial copies if you want to use it to keep track of your common household expenses):
- Set-up your initial financial Chart of Accounts applicable to your business (something software can't personally provide) including bank, petty cash, employee advances, fixed assets and other assets, credit cards, loans, payroll, sales tax payable, and other liabilities, taxable and non taxable sales or services, fixed or nut expenses (the bills you have to pay every month) versus variable and setting up tax lines for most accounts to make it easier to file your income tax returns and save on your accountant's fees;
- Explain why your chart of accounts should be numbered and when you should use classes;
- Set up your accounting software for On-line Banking for real-time knowledge on where your account balances currently are at including some credit cards (unless you like to pay over limit and NSF fees);
- The proper way to record personal credit card charges and checks writtenso you can reimburse yourself;
- Show you how to turn on certain accounting preferences in QuickBooks related to your business;
- Establish correct service or inventory items, classes, and adjusting Inventory (and if you sell informing you why it is important to keep track of your shipping costs);
- Job Costing and Estimates (and explaining how to convert your estimates into an invoice);
- Bank, Petty Cash, Credit Card, and other Account Reconciliation;
- Bill and Credit Card Posting including matching up net credit card receipts to customer charges;
- Show you how to design your own customized Invoices or Sales Receipts with your company logo;
- Demonstrate the proper way to receive and deposit payments;
- Teach you how to set up and file your City & State B&O and Sales Taxes;
- Online Payroll and direct deposit through QuickBooks whether you are one employee, three, five, or 18;
- Use QuickBooks to prepare your Payroll Taxes and Forms (Unemployment, Worker’s Comp, & IRS) and pay them online;
- Filing and organizational advice to keep your financial and office files in shape (such as using color tabs for certain types of files such as green for customers, blue for vendors, etc.);
- Preparation of monthly, quarterly, and year end management financial reports including profit and loss, balance sheet, cash flow predictions, and who are your most profitable customers or job productivity.
My company is a
Better Business Bureau Accredited Business. I am a member of, the
QuickBooks ProAdvisor Program, the Intuit (the folks who make TurboTax, Quicken, and QuickBooks (not Quick Books) to name a few products)
Accountant's Inner Circle which advises the company on ways to improve their products (
I recently found a bug in QuickBooks Pro 2008 and suggested a fix) and make them more consumer friendly (gasp!) and the Microsoft Professional Accountants' Network which helps users with Microsoft Office Accounting 2007 or 2008.
I recently spoke about "
Ten Things You Need to Do to Set Up Your Start Up's Books Correctly" at the
Six Hour Start Up Conference on Saturday, May 31, 2008. I also was the subject of an article
Spotlight on a QuickBooks Instructor: Teaching Small Businesses to Fish on the
TeachStreet Blog. TeachStreet is a web site that brings together local teachers and inquiring students.
I am
available evenings and weekends if you work during the day as I remember what it is like to have a day job while trying to get a business off the ground. I am willing to travel throughout the Western Washington as that is what good customer service is all about.
I
charge $295 for a three consecutive hour session at your place (I find that
most people need that amount of time to adequately learn the program or have their company file checked or for me to do a basic set up) and
$90 an hour thereafter so you can count dollars instead of sheep and learn how to fish (or make tofu if you are a vegan) for yourself. I also offer unlimited training for one year for one person in a company for QuickBooks Pro for $1195.
One other thing. Everyone in my
network I have met personally, exchanged e-mails, had them comment on my posts or vice versa, or referred business to them. They are the kind of folks I would have no problem hugging in public. They represent an extension of my values.
QuickBooks, Quicken, and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit, Inc. Used with permission. Peachtree is a registered trademark of Sage Software, Inc. Microsoft and Office Accounting are registered trademarks and/or servicemarks of Microsoft Corporation.
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