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Donna W.

Lodi, CA

$45/hour

QuickBooks Instructor - 21 Years Experience

In-person lessons

$45/Hour


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About Donna

I am an advanced full charge Bookkeeper/Office Manager Trainer. With over twenty years' experience in public speaking, training, and bookkeeping experience in QuickBooks, managerial responsibilities, and office administration, I can offer the following training services:

Advanced knowledge in all QuickBooks products and years, full charge bookkeeping allocations and procedures in A/R, A/P, and Payroll. Initial set up of QuickBooks and office procedures. Outstanding organizational and time management skills. Advanced, and up to date, experience with several software programs including QuickBooks, Word, and Excel. Compassionate, patient, yet professional training delivery. A positive and upbeat attitude.

I have been a trainer throughout my career. My schedule is flexible to accommodate your scheduling needs. I began working on QuickBooks products in 1996 when it was known as "Quicken". QuickBooks Pro was first released in 1999, and I updated from Quicken to QuickBooks Pro that year. Since then, as an independent full charge bookkeeper and trainer, I have updated releases over the years, and have mastered several versions of QuickBooks, Pro, Premier, Enterprise, and the Online Version.

I have advanced experience in all areas of bookkeeping with QuickBooks, including but not limited to Accounts Receivable, Accounts Payable, Payroll (including payroll taxes and forms), account reconciliations, 1099 filings, financial reports, journal entries, job costing for construction, inventory, and more. I have clear understanding of setting up books for new companies and training staff how to process and perform all areas required by a full charge bookkeeper.

In addition, I have advanced skills in labor compliance, Excel, Word, and Outlook. Also, how to use other programs that integrate with QuickBooks such as certified payroll programs (Sunburst Software), union reporting, downloading bank and credit card transactions, and more.
I am an advanced full charge Bookkeeper/Office Manager Trainer. With over twenty years' experience in public speaking, training, and bookkeeping experience in QuickBooks, managerial responsibilities, and office administration, I can offer the following training services:

Advanced knowledge in all QuickBooks products and years, full
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Policies
Cancellation
1 hour notice required
Travel Radius
Travels within 40 miles of Lodi, CA 95240
In-person lessons

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

Microsoft Excel

I have 21 years of experience using Microsoft Word, Excel, Outlook, and PowerPoint, and currently teach those subjects at a local business college.

Microsoft Outlook

I teach Outlook at a business college and have advanced experience using outlook both in the classroom and in my business. I understand all aspects of Outlook email, task, contacts, groups, and calendaring.

Microsoft Word

I have 21 years of experience using Microsoft Word, Excel, Outlook, and PowerPoint, and currently teach those subjects at a local business college.

QuickBooks

I began using Intuit products in 1996 on Quicken. In 1999, Intuit developed the QuickBooks Pro 99 product. Therefore, I have advanced experience with all QuickBooks products including, Pro, Premier, Enterprise, and QB Online throughout the past 21 years. I have been actively involved in using QuickBooks as a full charge bookkeeper over the expanse of 21 years.

Hourly rate

Standard Hourly Rate: $45.00

Cancellation: 1 hour notice required

Travel policy

Donna will travel within 40 miles of Lodi, CA 95240.