For over 20 years I have helped people know and love Quickbooks! The most rewarding aspect is when the student begins to grasp the fundamentals of using Quickbooks and how it will help them with their goals. It is the most amazing tool to capture the financial operations of any business and how it translates into producing accurate and detailed reports.
Whether Quickbooks is used for their own business or if they are planning a career in accounting or bookkeeping, Quickbooks is what they will need to master in order to provide good "books" for themselves or their clients. I believe that the best investment for anyone is an education - learn what you need to know to succeed!
My step-by-step approach is unique. We build a business from the ground-up. We begin with the 5 sections of Quickbooks, how they interact with one another and how the functions for each of the sections work. We cover the all important Chart of Accounts and learn what each account represents. We then delve in customers - how to create estimates and invoices; followed by Vendors - how to enter and pay bills. These 2 parts are the Account Receivables and Account Payables. Reports are generated based on the entries we make so the student sees how each entry is represented. We also cover Sales Tax, Payroll and Payroll Taxes, Inventory, Preferences and a myriad of other functions all related to bookkeeping tasks required for balanced books.
I believe that each person learns in their own way, so I work with the student to make sure that my communication is geared towards their understanding of the material. I am Quickbooks Certified so the information I give is current and accurate. I have had my own bookkeeping business for over 20 years, I work at home for the most part and have a real grasp of what is wanted/needed in the marketplace so once the student is ready, the client will appear1
When you live with Quickbooks on a daily basis, it becomes your passion. Couple that with the desire to help more and more people master this skill makes it a dynamic offer to all students. We all remember that one teacher that made a difference in our lives when we were in school; I am that teacher! For over 20 years I have helped people know and love Quickbooks! The most rewarding aspect is when the student begins to grasp the fundamentals of using Quickbooks and how it will help them with their goals. It is the most amazing tool to capture the financial operations of any business and how it translates into producing accurate and detailed
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Owner of Business Management company for over 20 years specializing in business start-ups, business development and business management. Have worked with existing business owners who need to re-organize and grow, as well as Entrepreneurs who have a great idea and need help to put their business together.
A very large part of the services I provide with my Business Management company is Marketing. My clients and I first review what is being done and why it is/why it isn't working. We then look at the competition to see what they are doing and how they are doing it. We begin to write a new Marketing Plan to incorporate new ideas and new avenues to market the business - primarily social media.
Each year I go through the Quickbooks Certification process so I learn any and all new functions of Quickbooks. I have consulted with hundreds of clients over the past 20 years on the use of Quickbooks for their business as well as their personal use. I also train, in a classroom setting, both Quickbooks Desktop and Quickbooks Online.