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Edy J.

QuickBooks/Internet/Accounting for Women (or Men)

La Mesa, CA (91941)

Travel radius
20 miles
Hourly fee
$49.00
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Although I have always had an inclination toward analytical subjects, I was only able to fully develop those skills after college. Completing college with a double major preceded my entrance into the business of health care. Within a few short years, my responsibilities grew with the expanding company. I found myself overseeing five business offices within the health care field. As the company added facilities, I found myself teaching new staff on procedures and techniques, particularly when computer hardware and software systems were not only introduced but also upgraded.

Over the course of many years, this pattern repeated itself. Several times, the local health care association requested that I develop and make presentations on the latest financial issues involved within our industry. The feedback received, both from teaching on a personal level as well as at the group level, has been enthusiastically positive with regards to my abilities. Frankly, I have found it personally gratifying to help others develop a useful understanding. I get excited when others grasp a concept and are able to apply it!!

During my over 20 years tenure within offices at health care offices and accounting firms, I have had the ability to become familiar with a variety of software programs. In particular, I am capable of teaching QuickBooks, do basic accounting, and use Microsoft Office software including e-mailing. I have also become familiar with other software programs such as Quicken, MAS90, Fortis, and completing database conversions. I am not afraid to try new programs!!

As an experienced businesswoman, I am a patient teacher with experience working with older clients, younger clients, as well as novice computer users. The positive feedback I have received through the years tells me that I can help you step-up and become computer savvy!!

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Edy’s subjects

Accounting

I have worked in business offices taking care of the accounting functions for over 20 years. For the past eight years, I have been a staff accountant here in San Diego. Not only have I worked on projects in the office, but I also regularly visit clients and work with them at their businesses.

General Computer

I really enjoy learning about computers and am excited to try new hardware and software. I am frequently tasked with evaluating and installing new hardware and software at our accounting practice.

Microsoft Excel

I have worked with Excel for many years and really enjoy teaching others the basics, as well as figuring out faster ways to accomplish a task.

Microsoft Outlook

I have worked with Microsoft Outlook and Microsoft Outlook Exchange for over 15 years. I can show you how to set up contacts, e-mail rules and separate email addresses. Need to upload and export contacts into other software and formats such as csv? Well, I can show you how to do that as well!

Microsoft Windows

I have been an IT contact for over five years at CPA firm. I am the first point of reference for professional and office staff. Frequently able to diagnose operating system conflicts with software. Have used Windows XP and Windows 7.

Microsoft Word

If you want to learn to type a letter, address an envelope or do a mail merge for a mass mailing, Microsoft Word is the way to go. I'll get you up and running in no time!

QuickBooks

I have worked with and trained both professional and novice users on various QuickBooks applications for over five years. I am able to set up custom reports and export data into Excel. I also have worked with all age groups and prior QuickBooks experience levels as a ProAdvisor contact at CPA firm.

Read all subject qualifications »

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Education

UC Santa Barbara (Classical Arch)

Learned so much from her! She was very informative and patient. Took the time to teach me everything about bookkeeping from scratch and answered all my questions. ...

— Atena from San Diego, CA on 6/19/14);

Hourly fee

Standard Hourly Fee: $49.00

Cancellation: 12 hours notice required

Travel policy

Edy will travel within 20 miles of La Mesa, CA 91941.

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Usually responds in about 8 hours

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