I'm a CPA with many years of accounting experience. For the past 10 years I have been using Quickbooks and have trained many people on this software, from employees to business owners to friends and family, including tips on how to create great reports, either within Quickbooks or by exporting to a custom excel report template. I have also provided excel training for 20 years, from basic to advanced, to junior accountants.
While Quickbooks is a user-friendly program, setting it up is the trick. For that you do need some basic accounting knowledge, which I am happy to supply in a simple way that will get you up and running in no time! Whether you want an overview of Quickbooks or Excel's capabilities, or have specific problem areas in these programs, I am here to help you become comfortable and confident.
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