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Northwestern University (Economics)
Math has always been my strong suit. I am involved in business and use math and analysis to ask the right questions and hopefully help lead me and my clients in the right direction. The key for me is help make it clear why we are using these tools and make them understandable.
Math has always been my strong suit. I am involved in business and use math and analysis to ask the right questions and hopefully help lead me and my clients in the right direction. The key for me is help make it clear why we are using
Multiple Hours can be discussed.
Bill REALLY knows Excel and was able to enter complicated formulas that only a math expert could handle. He is a very smart guy who wants to please too. Deadly combination if you want to get something done well. He is highly recommended!
He has a way of leading and teaching that I have not seen anywhere else. I can recommend him to anyone who is trying to succeed in their studies in his area of expertise.
First time I've had to do this. Very satisfied with the results so far, and my son is finally getting it!! Bill is a very patient man.
Bill has been most helpful explaining all the lessons thoroughly. With his help I am feeling much more confident for an upcoming exam.
Bill reviewed a host of topics and how to apply them in excel-- analyzing margin profitability, determining sales and revenue percent value, pivot table creation and use and understanding dynamic vs. static formula applications. Bill's insight into how to view financials dimensionally are superb! Thank you, Bill for demonstrating professionalism, patience and your keen analysis skills.
Bill is great at helping you understand the concepts for the subjects you're working on. He not only helps to dig into the material, but he is good at relating it to the real life application of the material. He's very patient and is very responsive when needing help. He's also very flexible, if needed, with how you can work with him which is great (email, skype, etc). I would definitely recommend Bill. I used him for finance and accounting which are definitely his strengths.
William provided a vast amount of knowledge on the subject of financial management. He patiently worked with me to help me grasp the concepts.
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I have worked in banking for 20+ years, plus in business consulting for 8 years. I am financially and sales oriented in my consulting which includes cash flow planning, budgeting, projections, financial and credit analysis, strategic planning, business plans, etc. I have held sales and marketing positions in addition to CFO. I am the owner/partial owner of 3 businesses.
Chess is a game of strategy and logic, planning and gamesmanship. I have played off and on over the past 40 years. I can help you with the rules, basic strategy and level 1 opening moves which will get you started. From there, your desire and passion will determine whether a chess club and higher level instruction is right for you. We can incorporate other logic and strategy games, Clue, Sodoku, puzzles, math, card games, etc. Chess can be a great tool to bring out lessons in how to think and plan.
Logic is a method of understanding where you are, knowing where you want to go and planning and executing strategy on how to get there. It can be both intuitive and methodical. I have done logic puzzles, games, chess, math and algebra (for work and for fun) over the past 45 years. I can help you with the rules (how to get started), basic strategies. From there, your desire and passion will determine whether you continue to challenge your mind on a regular basis. We can incorporate logic and strategy games, Clue, Sodoku, puzzles, math, card games, etc. Chess can be a great tool to bring out lessons in how to think and plan. Let's have some fun.
Excel spreadsheet basics, Pivot tables, high end formulas, financial, business, modeling, charts. Use excel effectively as a tool. Take the mystery out. Learn the just the basics or go for the gold, your choice.
Work basics, formatting and mid level training. Use Word effectively as a tool. Take the mystery out. Learn just the basics or go for the gold, your choice. I use Word every day for work to communicate with my business clients.
I have been a user of QuickBooks for 9 years. I run the ongoing books for 6 different companies, 3 of which are my own. I have used QB Pro, Enterprise, Online and Premier. I have set up the chart of accounts for 25+ different companies, including services and manufacturing companies. My focus is on using QB's as an easy tool to MANAGE the business in real time, rather than just tax data reporting months after the fact. Mentoring, coaching, teaching, implementing.
I have done Business Taxes for past 6 years. LLC, S Corp, C Corp, Partnership. Personal Taxes as well for 30 years. I mostly use Turbo Tax which works well with my favorite business accounting system, Quickbooks. I can start you on your way with self prepared business or personal taxes as well as tax driven strategics that include trusts and business structures, exit plans and overall strategies. For specific income tax or sales tax questions, please consult your CPA. For specific payroll tax questions, consult your payroll processing company.