Keith Gormezano
One-on-One QuickBooks Training (& Quicken) PC or Mac 1on1 and In-Person Set Up, Tutoring, Instruction, Private Lessons, Seminars, Classes & Help, Financial Records Check Up & Bookkeeping Consultation in Greater Seattle at Your Work Place.

Dr QuickBooks & Quicken: I make house calls to make your bookkeeping software (QuickBooks, not Quick Books or Quicken) work for you, instead of against you.

Websites:

• Main Web Site Including Services and Rates
• Complete LinkedIn Profile with 301 connections and 7 recommendations
• Back Up Web Site

Connect with me on:

• Skype: keithgormezano
• Yahoo: keithgormezano
• MSN: keithgormezano

I'm a Certified QuickBooks ProAdvisor with additional certification in Intuit's Point of Sale (POS) and Enterprise (mid-market) software and a 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, 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 use for one year rates are at the end of this section of my profile and 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 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 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, let's chat for 30 minutes about what I can do for you, what 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've been in your shoes.

My company is a Better Business Bureau Accredited Business. I am a member of the QuickBooks ProAdvisor Program, the Intuit Accountant's, Quicken, and TurboTax 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!).

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 or just to review your work, I am available at $120 an hour.

The second is $295 for a three consecutive hour session, a savings of $65 off my hourly rate, (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.

The third is unlimited training for one year for one person in a company for QuickBooks Pro for the PC or Mac (or Premier if you're not using Premier's advanced features) for $1,195.

In my QuickBooks and Quicken tutor hat, I have been told that I am  "very calm and patient") with humans and animals (dogs and cats like me).

Let me explain the best way to establish your company's books including mapping tax lines to your chart of accounts to make it easier to file your income taxes and how to use financial software effectively by adopting certain financial procedures.

I enjoy working with frustrated business owners who want to learn how to use the program (or others) but feel lost, don't know if they are making money, or know their financial records are screwed up but are too embarassed to ask for help.

I don't judge. I have seen it all. You gain my respect by asking for help rather than hiding your head in the sand. Isn't that the way it should be?

Let me show you how to do the following:

• Help you pick the right QuickBooks program 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 written so you can reimburse yourself;
• Show you how to turn on certain preferences in QuickBooks related to your business that can save you data entry time;
• 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 (don't you want to know how profitable X job was?) and Estimates (including 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 when your processing company deducts its fees from your received payment;
• Show you how to design your own customized forms such as Estimates, Invoices, or Sales Receipts with your company logo and advance payments by your customers;

• 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 and the new Destination or Location based Sales Tax rules;
• 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;
• 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.

Clients who want me to train them in QuickBooks or Quicken, set up their books, review (or clean up) what they have done, or to set up their stores in Point of Sale or Cash Register Plus software so they can reduce their accountant's fees and sleep at night.

Biznik members who have met me at functions or chatted with me over the phone or via e-mail to add me to their Biznik network and LinkedIn connections using my email address of abt@scn.org.

Clients who want to generate accurate financial reports for loans and themselves by learning one-on-one or in-person at their office how to make QuickBooks work for them instead of the other way around or being bored in a class, or try out some free basic bookkeeping software from Microsoft, QuickBooks, and sometimes Peachtree for their new business, most of which is fully functional with no time limits.

I expect my clients to understand the importance of learning how to effectively use their bookkeeping, accounting, and personal financial management software such as QuickBooks and Quicken to name a few more effectively so they can find out how well they are doing (and what they need to do to improve their business and stay on top of and track of their finances.)

First, within the Biznik community, I want to be known as Dr. QuickBooks or "Senor Libros Aprisa" in Spanish (as one member called me) or "Doctor QuickBooks" "I make house calls to teach you how to fish for yourself or fix your financial aches and pains."

I'm the member you call when you want to install QuickBooks for the first time and get it done right, have your financial records, chart of accounts, and bookeeping practices reviewed or checked up on a regular basis (think of me as a financial doctor), and to learn how to effectively use QuickBooks or Quicken and other financial management programs as well as a business advisor you can bounce ideas off of. 

Most of us would go in for a physical before running a marathon. Nor would we start exercising before starting an exercise routine by not consulting with a trainer. Shouldn't you do the same before starting or gearing up your business to take off?

Second, I would like to form partnership and alliances with businesses who come into contact with people who are setting up their new business or start ups as well as businesses that have been in existence between one and five years.

These include attorneys, accountants, printers (need stationery and business cards right?), financial advisors, merchant credit card account providers, commercial real estate agents, bankers (need to open an business checking and credit card account so you can do online banking in your accounting software, (right?), tap into that home equity, or plan for the future when you expand and need the capital), venture capitalists, marketing gurus, business advisors, web site designers, telephone service providers, and personal organizers.

Third, I would like to trade my time for e-mail and direct mail marketing, having someone ghost write my blog, web design, and PR services, an AT&T or T-Mobile Bluetooth enabled cell phone (preferable unlocked), a Dell or Apple laptop, an uninterruptable power supply with battery backup, Microsoft Office Professional 2007, a Queen size Murphy Bed, and Mission-Style furniture (couch, chair, tables).

Certified QuickBooks ProAdvisor 2007, 2008, and 2009. Certification is sponsored by the National Association of State Boards of Accountancy (NASBA) Each year of certification can earn up to 16 CPE credits for continuing education.

Additional certification in Intuit's Point of Sale (POS) (for retail businesses or companies with inventory) and Enterprise Software (for middle market sized companies or companies who must have need to have more than 5 users logged on at the same time or more than a specified number of transactions.)

Completed two years of law school from 1984-1986 at Seattle University School of Law before escaping from the dark side of the force or is it the light side? Nominated to be the graduation speaker.

Bachelor's degree in General Studies with concentrations in Classics, Economics, ROTC (hey, I didn't want to get drafted and uniforms can be fun) and English, University of Iowa, 1977.

I self taught myself computer hardware and software after taking some basic courses in 1989 at North Seattle Community College while driving a school bus (and wanting to sell my passengers for medical experiments.)

I have taught "Ten Things You Need to Do to Set Up Your Start Up's Books Correctly" at the Renton Almost Free Biz School that Bob and Judy Dunn put on and at the Six Hour Start Up Conference. 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.

Before starting this business in early 2003, I previously ran the day-to-day business operations of an 15-18 employee professional services company doing around $2 million a year in revenue and a 30% profit margin for two and one half years from 2000-2003.

During that time, I was invited to speak at my professional association's national convention about my experiences with QuickBooks. Unfortunately, the owner ended up filing for bankruptcy and so I had to find another boat to sail.

Before that fun position, I was a career temporary for seven years (1993-2000) for a majority of the temp slave firms in this area and was a real estate agent, apartment manager, VISTA volunteer for Solid Ground (formerly the Fremont Public Association and the Pike Place Senior Center),  former nanny (or should I say nanno?), and as a patient collections representative for the UW and Harborview Medical Centers where I looked forward to writing off my charity care accounts each day so the patients could sleep at night.

I am a former securities (NASD and NYSE), real estate  (was a buyers agent before it was required), car (lemon law), and BBB Arbitrator, served as the Chairperson of Seattle Animal Control Commission, served on the boards of Seattle Mental Health, Youth Advocates, Atlantic Street Center, and other United Way agencies, and am listed in Who's Who in Finance and Business.

I currently repair the world by serving as a moderator for several Freecycle groups, manage two Yahoo! Group lists, on the advisory board for a 12,000 circulation monthly community newspaper, buy personal care items on rebate and donate them to FareStart, and comment frequently as a Certified QuickBooks Pro Advisor on the QuickBooks Forum for members of the QuickBooks Pro Advisor Community and the public.

For fun, I like to dine out using my Entertainment and Chinook Book two for one and 50% off coupons on dates or with friends, ride steam and dinner trains (the Spirit of Washington is moving to Tacoma in August 2007), visit historical towns like Port Gamble, Snohomish, Rosalyn, Steilacom, and Fairhaven, to name a few, hike without the ten essentials (smile) on the Silver Creek Trail by Index and the Old Robe Railroad Trail near Granite Falls, go on art walks (First Thursday downtown and Second Saturday in Ballard), and take my antique Nikkormat camera on scenic drives like the North Cascades Highway from Burlington to Wintrop.

I just bought a two bedroom plus condo in the North Ravenna neighborhood between Maple Leaf and Wedgewood or Wedgwood (it has a creek, Willow Creek running through it.) I got elected to the board in November 2008 and been working on compliance and landscaping issues.