I have worked in banking for 20+ years, plus in business consulting for 8 years. I am financially and sales oriented in my consulting which includes cash flow planning, budgeting, projections, financial and credit analysis, strategic planning, business plans, etc. I have held sales and marketing positions in addition to CFO. I am the owner/partial owner of 3 businesses.
Chess is a game of strategy and logic, planning and gamesmanship. I have played off and on over the past 40 years. I can help you with the rules, basic strategy and level 1 opening moves which will get you started. From there, your desire and passion will determine whether a chess club and higher level instruction is right for you. We can incorporate other logic and strategy games, Clue, Sodoku, puzzles, math, card games, etc. Chess can be a great tool to bring out lessons in how to think and plan.
Economics, Banking, Corporate Finance, Finance, Accounting, Business, Business Analyis, Credit, Lending, Equity, Investments, ROI
Logic is a method of understanding where you are, knowing where you want to go and planning and executing strategy on how to get there. It can be both intuitive and methodical. I have done logic puzzles, games, chess, math and algebra (for work and for fun) over the past 45 years. I can help you with the rules (how to get started), basic strategies. From there, your desire and passion will determine whether you continue to challenge your mind on a regular basis. We can incorporate logic and strategy games, Clue, Sodoku, puzzles, math, card games, etc. Chess can be a great tool to bring out lessons in how to think and plan. Let's have some fun.
Excel spreadsheet basics, Pivot tables, high end formulas, financial, business, modeling, charts. Use excel effectively as a tool. Take the mystery out. Learn the just the basics or go for the gold, your choice.
Work basics, formatting and mid level training. Use Word effectively as a tool. Take the mystery out. Learn just the basics or go for the gold, your choice. I use Word every day for work to communicate with my business clients.
I have been a user of QuickBooks for 9 years. I run the ongoing books for 6 different companies, 3 of which are my own. I have used QB Pro, Enterprise, Online and Premier. I have set up the chart of accounts for 25+ different companies, including services and manufacturing companies. My focus is on using QB's as an easy tool to MANAGE the business in real time, rather than just tax data reporting months after the fact. Mentoring, coaching, teaching, implementing.
I have done Business Taxes for past 6 years. LLC, S Corp, C Corp, Partnership. Personal Taxes as well for 30 years. I mostly use Turbo Tax which works well with my favorite business accounting system, Quickbooks. I can start you on your way with self prepared business or personal taxes as well as tax driven strategics that include trusts and business structures, exit plans and overall strategies. For specific income tax or sales tax questions, please consult your CPA. For specific payroll tax questions, consult your payroll processing company.