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Joseph E.

Montgomry Village, MD

$60/hour

Experienced Businessperson Ready to Teach and Lean

In-person lessons

$60/Hour


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University of Maryland
Accountng

Education

University of Maryland (Accountng)

About Joseph

A CPA and registered investment adviser, I have been the CFO or Controller for various companies over the past 22 years. Focusing on start-up companies for the majority of my time, I've taught accountants and non-accountants the basics and advanced issues of bookkeeping, accounting, financial reports, and financial management. I've conducted business startup training classes at Montgomery College in the past and I have learned that knowing the material is not enough for good teaching. Teaching is about connecting, and my focus is to make the material relevant to students. A CPA and registered investment adviser, I have been the CFO or Controller for various companies over the past 22 years. Focusing on start-up companies for the majority of my time, I've taught accountants and non-accountants the basics and advanced issues of bookkeeping, accounting, financial reports, and financial management. I've conducted Read more

Policies
Cancellation
24 hours notice required

For two or more students, my group rate is $75 per hour. If greater than 2 students, I recommend we schedule minimum 2 hour sessions to assure a more full learning of the material.

Travel Radius
Travels within 15 miles of Montgomry Village, MD 20886
In-person lessons
English:
Writing
Computer:
Microsoft Excel, QuickBooks
Business:
Accounting, Business,
Economics, Finance, Microsoft Excel, QuickBooks

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.

Business

CFO and Controller for over 20+ years with small and mid-size businesses including tech startups. I have significant experience in all areas of finance and accounting and in HR and business negotiations. While never having taught business as a course, my role as a supervisor of many staff over the years gives me unique insight.

QuickBooks

I've been a QuickBooks user for over 10 years using QuickBooks desktop products including the Enterprise version for 3 years. I am a QuickBooks Online Pro Advisor and have 3 clients for whom I provide QuickBooks consulting services among other services. I'd love to teach people new to QuickBooks since it is an important tool for all small business people.

University of Maryland
Accountng

Education

University of Maryland (Accountng)

Hourly rate

Standard Hourly Rate: $60.00

Cancellation: 24 hours notice required

For two or more students, my group rate is $75 per hour. If greater than 2 students, I recommend we schedule minimum 2 hour sessions to assure a more full learning of the material.

Travel policy

Joseph will travel within 15 miles of Montgomry Village, MD 20886.