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Carol W.

38 Years of Experience - Top Bookkeeper Trainer - Enrolled Agent

38 Years of Experience - Top Bookkeeper Trainer - Enrolled Agent

$85/hour

  • 44 hours tutoring

  • Vallejo, CA 94591

About Carol


Bio

Throughout my career, I have maintained the highest standards of work ethics with a wide range of clients. I have enjoyed successful relationship building through diligence and honesty with my clients. Most of my clients have become close friends of mine and remain so to this day. I enjoy helping people not only understand how to more efficiently run their own business, but how to create a business helping others with their bookkeeping needs.

I have had the pleasure of working with students...

Throughout my career, I have maintained the highest standards of work ethics with a wide range of clients. I have enjoyed successful relationship building through diligence and honesty with my clients. Most of my clients have become close friends of mine and remain so to this day. I enjoy helping people not only understand how to more efficiently run their own business, but how to create a business helping others with their bookkeeping needs.

I have had the pleasure of working with students that had no prior accounting exposure to the advanced student that just needed to deepen their knowledge of accounting and QuickBooks. Learning bookkeeping goes along with learning the basics of business structuring goes a long way when assisting a small business person to best select how to structure their accounting needs and to be able to work well with a CPA of a business.

I have had over 22 years of using QuickBooks and am currently a QuickBooks ProAdvisor. I currently mentor new bookkeepers and have had a very wide range of bookkeeping clientele. This has allowed me to utilize QuickBooks many features from basic accounting to payroll & sales tax to specialized accountant's features. I love the teaching process and helping others learn new and improve their skills.

I am available for a telephone consultation and I am able to provide a varied list of professional references. Please call me & request my resume. I am sure you will be impressed & I know I will live up to your high expectations.


Policies

  • Tutor’s lessons: In-person and online
  • Hourly rate: $85 for in-person / $85 for online
  • Rate details: 20% Discount off total price for first lesson.
  • Travel policy: Within 40 miles of Vallejo, CA 94591
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 12/22/2015

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Financial Accounting,

Financial Accounting

With over 38 years in the accounting industry, I am extremely qualified to assist students to grow in their accounting knowledge. I have had as clients, companies in a wide range of industries, such as: construction, direct sales, entertainment, legal, restaurant, fire fighters, computer sales & repair, and many others. I am currently registered with the IRS as a tax preparer and have been for over 20 years. Because of this, I prepare accounting books with maximizing tax benefits in mind. I also take into consideration the level of knowledge and time available of the client while assisting or training them.
Managerial Accounting,

Managerial Accounting

With over 38 years in the accounting industry, I am extremely qualified to assist students to grow in their accounting knowledge. I have had as clients, companies in a wide range of industries, such as: construction, direct sales, entertainment, legal, restaurant, fire fighters, computer sales & repair, and many others. I am currently registered with the IRS as a tax preparer and have been for over 20 years. Because of this, I prepare accounting books with maximizing tax benefits in mind. I also take into consideration the level of knowledge and time available of the client while assisting or training them.
Microsoft Excel,

Microsoft Excel

Certified Expert Level of Excel
QuickBooks,

QuickBooks

I have 38 years as a Bookkeeper and 22 years as a QuickBooks User. For 5 years I have been a QuickBooks ProAdvisor. I am a QuickBooks Mentor to 4 students who have developed successful bookkeeping businesses. I am currently a Licensed Tax Preparer and have been for more then 32 years.
Tax Accounting

Tax Accounting

I am currently a licensed tax preparer and have been for the last 32 years.

Computer

Microsoft Excel,

Microsoft Excel

Certified Expert Level of Excel
QuickBooks

QuickBooks

I have 38 years as a Bookkeeper and 22 years as a QuickBooks User. For 5 years I have been a QuickBooks ProAdvisor. I am a QuickBooks Mentor to 4 students who have developed successful bookkeeping businesses. I am currently a Licensed Tax Preparer and have been for more then 32 years.

Corporate Training

Microsoft Excel,

Microsoft Excel

Certified Expert Level of Excel
Tax Accounting

Tax Accounting

I am currently a licensed tax preparer and have been for the last 32 years.

Math

Tax Accounting

Tax Accounting

I am currently a licensed tax preparer and have been for the last 32 years.

Ratings and Reviews


Rating

4.9 (16 ratings)
5 star
(15)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews


Extremely knowledgeable and a pleasure to work with

Carol does a great job of taking a complex subject and boiling it down into easy to understand terms. Would definitely recommend her to anyone looking to either learn the basics of Quickbooks (like me) or master more detailed components of it.

Molly, 1 lesson with Carol

Able to explain with meaningful examples

Carol provides the insights I can't get from my online course. Some of the concepts are big and some are just clarifications of basic rules which I am confused about. For example, she clarified the difference between income limits for Filing purposes and income limits for claiming dependents. Also, Carol clarified the concept of calculating a birthday for tax credit purposes. On a more difficult level, we reviewed the Simplified method, IRA worksheet and State and Local Tax worksheet to account for previous years refunds and itemized deductions. I am very satisfied and glad that I selected Carol for my tutor.

Vincent, 3 lessons with Carol

Excellent introduction to Quickbooks!

Carol was an excellent tutor! Patiently guiding me through Quickbooks and tailoring the session to my specific questions and use of Quickbooks. Worth every minute!

Holly, 2 lessons with Carol

Knowledgeable and patient tutor

Carol W. knows everything about quick book. He is a very knowledgeable accountant that helped me with payroll and resolve many issues on my QB. She dedicate a lot of her time to help me. Thank you Carol!

Anna, 2 lessons with Carol

Great communicator - very knowledgeable and friendly.

Carol helped me set up my Quickbooks. She spent the perfect amount of time assessing my needs, and my business. She was very patient and thorough. I did speak with a few other professionals from this site, and found none to really fit except for Carol. I very strongly recommend hiring Carol for all your accounting and software needs.

S, 1 lesson with Carol

Excellent tutor!

Carol did a great job tutoring me about accounting. She was extremely patient and made sure I understood the materials. She also assisted me with completing all my assignments. She was very easy to get a hold of and she responds quickly when I texted her. I would recommend her to anyone needing tutoring with accounting!!!

Maria, 1 lesson with Carol

Great QuickBooks lesson!

Carol not only knows QB, she teaches standard accounting practices and listens to the needs of her tutee, first and foremost! Then she helps get you on the right track for your personal business, for your organizational "personality", and for existing skill set.

Lynn, 1 lesson with Carol
Contact Carol

Response time: 4 minutes

$85/hour

Carol W.

$85/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Carol

Response time: 4 minutes