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Over 600 tutoring hours

Kelly N.

San Bernardino, CA

$50/hour

Professional CPA/MBA with Degree in Accounting

4.9 average from 190 ratings
Great experience!
— Angie, Orange, CA on 5/18/16

Message Kelly

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Tarleton State University
Accounting
University of Colorado at Colorado Springs
MBA
University of California at Riverside
Other

Education

Tarleton State University (Accounting)

University of Colorado at Colorado Springs (MBA)

University of California at Riverside (Other)

About Kelly

I take a patient, individualized approach to tutoring, and adapt well to multiple teaching and learning techniques. I myself am a lifelong learner and understand the frustrations that can come from just needing 1-2 questions answered, a quick essay edit/review, or an entire lesson explained. I am flexible with the limited or extensive attention you require and will always take a mindful approach to your scheduling needs and budget. I specialize in tutoring for various levels of Accounting, Accounting Information Systems to include, but not limited to, Quickbooks and Excel, as well as Microsoft Word, Access, and Powerpoint. I also have experience tutoring for all parts of the CPA Exam.

I am an active CPA, who holds an MBA and BBA in Accounting. I also have a Certificate in Nonprofit Management and a Professional Achievement Award in Gov't and Nonprofit Accounting. I have been managing businesses for 10+ years from small, family owned businesses to multi-million dollar corporations. I have completed business acquisitions, as well as conversions from a multi-owner S-Corp to an ESOP.

I am open to short 1-2 question lessons, all the way through multi-hour assistance. I am happy to schedule regular, recurring times with you or a one-off session. I am open to your scheduling and budgetary needs. Please inquire and we'll work together to find the perfect fit for you!
I take a patient, individualized approach to tutoring, and adapt well to multiple teaching and learning techniques. I myself am a lifelong learner and understand the frustrations that can come from just needing 1-2 questions answered, a quick essay edit/review, or an entire lesson explained. I Read more

Policies
Travel Radius
Travels within 40 miles of San Bernardino, CA 92405
Background Check: Passed

"Great experience!"

- Angie, Orange, CA on 5/18/16

"Fantastic"

- Jason, San Bernardino, CA on 11/1/16

"Kelly was GREAT!!!!!!"

- Cathie, Calimesa, CA on 10/3/16

"Very Helpful!"

- Walaa, Hilliard, OH on 10/3/16

"Making the effort"

- Enrique, Macedonia, OH on 9/23/16

"EXCELLENT!"

- SHelly, Sacramento, CA on 8/26/16

"Very Knowledgeable"

- Jose, Riverside, CA on 8/21/16

"EXCELLENT. PATIENT AND THOROUGH."

- Martin, Chicago, IL on 8/10/16

"Well prepared and very intelligent!!!"

- Shanica, Buffalo, NY on 6/30/16

"Awesome!"

- Alison, Nashville, TN on 6/28/16

"Very Helpful Tutor"

- Jared, Auburn, AL on 5/24/16

"Very small business & quickbooks experienced"

- Krista, Riverside, CA on 5/13/16

"Highly recommend!"

- Walt, Ellijay, GA on 5/12/16

"Excellent and knowledgeable"

- Stacy, Yucaipa, CA on 5/10/16

"Accounting"

- Kimberly, La Place, LA on 4/29/16

"Very Knowledgeable and helpful"

- Steven, Chalfont, PA on 4/27/16

"Knowledgeable, patient, and friendly tutor"

- Widad, Glendale, CA on 4/22/16

"Easy to Follow and Understand"

- Melanie, Brea, CA on 4/20/16

"So helpful and nice!"

- Joe, Valley Stream, NY on 4/15/16

"Excellent Tutor"

- Liz, Ventura, CA on 4/14/16

"Exceeded Expectations"

- Nick, Loveland, CO on 4/13/16

"Great tutor!"

- Samantha, Fontana, CA on 4/11/16

"Always thorough and explains from beginning to end"

- Erin, Ventura, CA on 3/27/16

"Very knowledgeable and friendly"

- Mariyn, Santa Barbara, CA on 3/13/16

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.

Accounting

I am a CPA with a Bachelors Degree in Accounting and a Masters Degree in Business. I've been managing accounting departments for 5+ years and working in them for an additional 7 years. I have tutoring experience and enjoy tutoring accounting in person and online. I have additional, advanced knowledge of Excel and Quickbooks.

Business

I have a master's degree in business administration and a bachelor's of business administration degree in accounting. Both of these degrees exposed me to a magnitude of business courses, including management, marketing, business law, finance, information technology/systems, and economics. I have had additional education and/or training in human resources, ESOPs, information systems, acquisitions, international business, international accounting, operations management, change management, and general management. I have managed finance departments for 5+ years, providing financial/business advice directly to CEOs and boards of directors. I have sat on boards of directors for nonprofit organizations for 4+ years and have a certificate in nonprofit management from UC Riverside. I have experience with various business entities including corporations, S-Corps, ESOPs, LLCs, and sole proprietorships.

Microsoft Excel

I have managed Accounting departments for 5+ years and have worked in them for an additional 7 years. Much of my work has included creating multi-level spreadsheets and applying numerous features available in excel including formulas, autocalculations, reference cells, pivot tables, charts, etc. I also have trained many employees on various features of the program and reviewed their work for accuracy. I was introduced to Excel during an Accounting Information Systems course while earning my bachelor's degree, and it was one of the programs that was the most emphasized.

Microsoft PowerPoint

I have been working on Microsoft Powerpoint for 15+ years. I have created multi-slide presentations with animations, transitions, and other features. I have used powerpoint to prepare presentations for company wide educational seminars for 300+ people. I am happy to assist you in creating your best Powerpoint presentation, including what should be included in your powerpoint vs what is included in your lecture and/or handouts.

Microsoft Word

I have been working in Microsoft Word for 10+ years. I have expertise in using Mail Merge, creating various document types, using watermarks, inserting tables/charts, tracking document changes, etc. Whatever your project, I know that I can assist you!

QuickBooks

While earning my bachelor's degree in accounting, I took an accounting information systems course that taught Quickbooks. I have 5+ years of Quickbooks experience for a nonprofit foundation, property management, and LLCs. I am an expert user at vendors, accounts payable, customer set-up, invoicing, and reporting/report writing. I also specialize in establishment of classes, journal entries, fixed assets, and charts of accounts for new businesses. I have used Quickbooks to easily provide year end tax records to outside CPAs.

Tax Preparation

I am a CPA and previously was a California Registered Tax Preparer (CRTP). I have worked with numerous tax prep software systems, including TurboTax, H&R Block, Free Fillable Forms, and manual entry. I have also completed continuing education in tax, reviewing annual updates, individual, corporate, expatriate, multi-state, nonresident, and nonprofit tax filings.

Tarleton State University
Accounting
University of Colorado at Colorado Springs
MBA
University of California at Riverside
Other

Education

Tarleton State University (Accounting)

University of Colorado at Colorado Springs (MBA)

University of California at Riverside (Other)

Great experience! — I am currently a graduate student taking accounting for my MBA. I was very nervous about taking accounting as I'm not very good with math or numbers. Kelly is extremely knowledgable and patient. She explains things in real world terms and makes the concepts easier to understand. She's also very personable, which makes asking questions that much easier. I enjoy working with Kelly and I look forward ...

— Angie, Orange, CA on 5/18/16

Hourly rate

Standard Hourly Rate: $50.00

Travel policy

Kelly will travel within 40 miles of San Bernardino, CA 92405.