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Financial Accounting Tutor
Alan M.

199 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $20
Response time: 2 hours
Alan M.'s Photo

Financial Accounting Tutor
Financial Accounting Tutor
Alan M.

199 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

199 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Alan


Bio

Wyzant Academic Honesty Policy

The tutor's services are instructive and constitute learning, not cheating. More specifically, the tutor is not to complete assignments, write papers, take quizzes or otherwise do work on the student's behalf. Further, the services that the tutor offers must not violate the academic honesty policy or other conduct policies of the student's school, university, academic institution or workplace.

Wyzant provides a platform solely for the purpose of...

Wyzant Academic Honesty Policy

The tutor's services are instructive and constitute learning, not cheating. More specifically, the tutor is not to complete assignments, write papers, take quizzes or otherwise do work on the student's behalf. Further, the services that the tutor offers must not violate the academic honesty policy or other conduct policies of the student's school, university, academic institution or workplace.

Wyzant provides a platform solely for the purpose of connecting tutors and students who are seeking legitimate tutoring services. A tutor may not complete an assignment on a student’s behalf; help with timed assignments, practice tests, or any other test or quiz; or otherwise assist in a manner that is a violation of the test policies or academic honesty section of Wyzant's Terms of Use. Likewise, a student may not solicit this kind of assistance.

If you accept and agree to be in compliance with Wyzant's Academic Honesty Policy then I am willing to work with you.

Tutor Background
I have 24 years clerical experience, including 8.5 years in accounting and 4.5 years in banking. I had a federal government classified security clearance when I worked at the DEA and U.S. Coast Guard in accounting. Education includes: 26 hours in accounting courses and 40 hours in business courses.

Student lessons are online through Wyzant.com or Zoom. Lessons are scheduled based on Eastern Standard Time or Eastern Daylight Time, as applicable.

Free online demo available upon request.


Education

Ambassdor College
Theology

Policies

  • Hourly Rate: $20
  • Rate details: One hour fee charged for less than two hour cancellation notice or no show. The lesson begins at the scheduled, agreed-upon lesson time regardless of when the student joins.
  • Lesson cancellation: 2 hours notice required
  • Background check passed on 6/16/2015

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Financial Accounting,

Financial Accounting

Listed below are the accredited college courses I have completed that are directly related to the Accounting Tutor position. Accounting Courses (3.69 GPA, 26 Hours): 1. ACCTG 1A Financial Accounting 2. ACCTG 1B Managerial Accounting 3. ACCTG 104 Microcomputer Applications for Accounting 4. ACCTG 011 Cost Accounting 5. ACCTG 012 Auditing 6. ACCTG 015 Tax Accounting I 7. ACCTG 045 Government Accounting I 8. ACCT 311 Intermediate Accounting I
Managerial Accounting,

Managerial Accounting

Listed below are the accredited college courses I have completed that are directly related to the Accounting Tutor position. Accounting Courses (3.69 GPA, 26 Hours): 1. ACCTG 1A Financial Accounting 2. ACCTG 1B Managerial Accounting 3. ACCTG 104 Microcomputer Applications for Accounting 4. ACCTG 011 Cost Accounting 5. ACCTG 012 Auditing 6. ACCTG 015 Tax Accounting I 7. ACCTG 045 Government Accounting I 8. ACCT 311 Intermediate Accounting I
Microsoft Excel,

Microsoft Excel

I have used MS Excel since December 1999 as a useful tool in carrying out my responsibilities working in accounting. Examples: journal entries, bank reconciliation, and management reports. Completed Introduction to Data Analysis Using Excel on 8/20/2020. This was an online non-credit course authorized by Rice University and offered through Coursera.org.
Microsoft Word,

Microsoft Word

I have used Word to write business letters, research papers, and preparing speech communication.
QuickBooks,

QuickBooks

I have a Certificate of Continuing Professional Development using QuickBooks Pro 2006 software. 1. Accounting with QuickBooks (66 hours) 11/20/08, Fayetteville Technical Community College Continuing Education Course. 2. Mastering Payroll (45 hours) 11/24/08, Fayetteville Technical Community College Continuing Education Course. I have accounting experience working with three different versions of QuickBooks: QuickBooks Enterprise Solutions Manufacturing and Wholesale v. 15.0 QuickBooks Pro 2014 QuickBooks Premier Edition 2015
Tax Accounting

Tax Accounting

Completed ACCTG 015 Tax Accounting I. State and Local Sales and Use Returns Filed monthly and quarterly NC State and Local Sales and Use Tax returns and Amended returns as a Bookkeeper at three Cumberland County Schools from 9/20 to 9/21. Filed monthly TN State and Local Sales and Tax returns at The Pantry, Inc. while working in the Tax and License Department from 4/06 to 8/06. IRS Tax Return Preparation Ivey's Accounting Service, Inc., Lumberton, NC Tax Preparer, 12/09 to 2/10 Prepared individual federal and NC state income tax returns using Drake software. H&R Block, Spring Lake, NC Tax Pro I, 12/05 to 2/06 Prepared complete and accurate tax returns; introduced clients to and offered other financial products and services. Attended 36 hours of mandatory training sessions in 12/05 after completing a 66-hour income tax course on 11/21/05. PricewaterhouseCoopers LLP, Los Angeles, CA Tax Compliance Paraprofessional 12/04 to 3/05 Worked in the Global Compliance Services group as a Data Specialist. Imported and extracted data to and from client databases using Excel and Lotus Notes. Updated control sheets to accurately reflect activity and status of engagement for multinational firms. Attached scanned tax returns, financial statements, and work papers using standard guidelines. Ran management reports using Access from the GCS database that reported the status of the compliance work. Deloitte & Touche LLP, Los Angeles, CA Tax Project Paraprofessional 11/00 to 5/01 Created client work paper files for individual and partnership tax returns using Excel and original source documents. Performed data entry of accounting and tax information into GoSystem tax software. Processed partnership, individual and trust tax returns. Posted book / tax differences. Participated in sales and use tax recovery projects using Access and Excel.

Computer

Microsoft Excel,

Microsoft Excel

I have used MS Excel since December 1999 as a useful tool in carrying out my responsibilities working in accounting. Examples: journal entries, bank reconciliation, and management reports. Completed Introduction to Data Analysis Using Excel on 8/20/2020. This was an online non-credit course authorized by Rice University and offered through Coursera.org.
Microsoft Word,

Microsoft Word

I have used Word to write business letters, research papers, and preparing speech communication.
QuickBooks

QuickBooks

I have a Certificate of Continuing Professional Development using QuickBooks Pro 2006 software. 1. Accounting with QuickBooks (66 hours) 11/20/08, Fayetteville Technical Community College Continuing Education Course. 2. Mastering Payroll (45 hours) 11/24/08, Fayetteville Technical Community College Continuing Education Course. I have accounting experience working with three different versions of QuickBooks: QuickBooks Enterprise Solutions Manufacturing and Wholesale v. 15.0 QuickBooks Pro 2014 QuickBooks Premier Edition 2015

Corporate Training

Microsoft Excel,

Microsoft Excel

I have used MS Excel since December 1999 as a useful tool in carrying out my responsibilities working in accounting. Examples: journal entries, bank reconciliation, and management reports. Completed Introduction to Data Analysis Using Excel on 8/20/2020. This was an online non-credit course authorized by Rice University and offered through Coursera.org.
Microsoft Word,

Microsoft Word

I have used Word to write business letters, research papers, and preparing speech communication.
Tax Accounting

Tax Accounting

Completed ACCTG 015 Tax Accounting I. State and Local Sales and Use Returns Filed monthly and quarterly NC State and Local Sales and Use Tax returns and Amended returns as a Bookkeeper at three Cumberland County Schools from 9/20 to 9/21. Filed monthly TN State and Local Sales and Tax returns at The Pantry, Inc. while working in the Tax and License Department from 4/06 to 8/06. IRS Tax Return Preparation Ivey's Accounting Service, Inc., Lumberton, NC Tax Preparer, 12/09 to 2/10 Prepared individual federal and NC state income tax returns using Drake software. H&R Block, Spring Lake, NC Tax Pro I, 12/05 to 2/06 Prepared complete and accurate tax returns; introduced clients to and offered other financial products and services. Attended 36 hours of mandatory training sessions in 12/05 after completing a 66-hour income tax course on 11/21/05. PricewaterhouseCoopers LLP, Los Angeles, CA Tax Compliance Paraprofessional 12/04 to 3/05 Worked in the Global Compliance Services group as a Data Specialist. Imported and extracted data to and from client databases using Excel and Lotus Notes. Updated control sheets to accurately reflect activity and status of engagement for multinational firms. Attached scanned tax returns, financial statements, and work papers using standard guidelines. Ran management reports using Access from the GCS database that reported the status of the compliance work. Deloitte & Touche LLP, Los Angeles, CA Tax Project Paraprofessional 11/00 to 5/01 Created client work paper files for individual and partnership tax returns using Excel and original source documents. Performed data entry of accounting and tax information into GoSystem tax software. Processed partnership, individual and trust tax returns. Posted book / tax differences. Participated in sales and use tax recovery projects using Access and Excel.

Elementary Education

Elementary Math,

Elementary Math

I have 19 months part-time work experience as a Math Tutor at a local Learning Center where I tutored elementary, middle and high school students.
Reading

English

Reading

History

Bible Studies

Bible Studies

Graduated from Ambassador College with a B.A. Degree with High Distinction. Major: Theology.

Homeschool

Prealgebra, Reading

Math

Tax Accounting,

Tax Accounting

Completed ACCTG 015 Tax Accounting I. State and Local Sales and Use Returns Filed monthly and quarterly NC State and Local Sales and Use Tax returns and Amended returns as a Bookkeeper at three Cumberland County Schools from 9/20 to 9/21. Filed monthly TN State and Local Sales and Tax returns at The Pantry, Inc. while working in the Tax and License Department from 4/06 to 8/06. IRS Tax Return Preparation Ivey's Accounting Service, Inc., Lumberton, NC Tax Preparer, 12/09 to 2/10 Prepared individual federal and NC state income tax returns using Drake software. H&R Block, Spring Lake, NC Tax Pro I, 12/05 to 2/06 Prepared complete and accurate tax returns; introduced clients to and offered other financial products and services. Attended 36 hours of mandatory training sessions in 12/05 after completing a 66-hour income tax course on 11/21/05. PricewaterhouseCoopers LLP, Los Angeles, CA Tax Compliance Paraprofessional 12/04 to 3/05 Worked in the Global Compliance Services group as a Data Specialist. Imported and extracted data to and from client databases using Excel and Lotus Notes. Updated control sheets to accurately reflect activity and status of engagement for multinational firms. Attached scanned tax returns, financial statements, and work papers using standard guidelines. Ran management reports using Access from the GCS database that reported the status of the compliance work. Deloitte & Touche LLP, Los Angeles, CA Tax Project Paraprofessional 11/00 to 5/01 Created client work paper files for individual and partnership tax returns using Excel and original source documents. Performed data entry of accounting and tax information into GoSystem tax software. Processed partnership, individual and trust tax returns. Posted book / tax differences. Participated in sales and use tax recovery projects using Access and Excel.
Prealgebra

Most Popular

Prealgebra, Reading

Other

Bible Studies

Bible Studies

Graduated from Ambassador College with a B.A. Degree with High Distinction. Major: Theology.

Sports/Recreation

Basketball,

Basketball

My basketball experience: Intercollegiate varsity basketball team (two years) at Ambassador College; Intramural basketball coach (seven years) at Ambassador College and Junior Varsity Basketball Team (two years) at Seventy-First High School.
Tennis

Tennis

Tennis experience: Seventy-First High School Tennis Team (#1 player ranking two years), Cumberland County Tournament -- Singles and Doubles Tennis Champion.

Summer

Tennis,

Tennis

Tennis experience: Seventy-First High School Tennis Team (#1 player ranking two years), Cumberland County Tournament -- Singles and Doubles Tennis Champion.
Reading

Examples of Expertise


Alan has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

4.8 (73 ratings)
5 star
(66)
4 star
(3)
3 star
(1)
2 star
(1)
1 star
(2)

Reviews

Good Understanding of Financial Statements

It helped me understand the main Financial Statements for my Finacial Accounting class. He also provided excellent resources for further study and examples. I will use him again. He is also very respectful and patient, and encouraging.

Roderick, 2 lessons with Alan

Knowledgeable and Thorough Tutor

I was having difficulty with the presentation and layout of a tough bank reconciliation. Alan was extremely thorough and explained what I was doing wrong in an understandable manner. Alan also made recommendations which improved the effectiveness and layout of the bank reconciliation. Now, any reader of this spreadsheet can make sense of the data being presented! He also was kind enough to recommend a book specifically written for my industry, which was an added bonus to our session! Overall, I highly recommend Alan as a tutor! He is a patient tutor, and learning from Alan was priceless.

Antonio, 1 lesson with Alan

Very willing to help

Alan took the time to research my educational plan and try to advise me on the best classes to take before transferring, which was a big help. He is also very versed in the tax world.

Casey, 1 lesson with Alan

Perfect Tutor for QB

Alan is very kind and patient. He helped me to study for a job interview test. I signed up for two lessons and I ended up with four and a half more. He is really good and I can tell that he has a lot of experience. Also, he was very flexible with schedule. He did the lessons with a short noticed and the communication with him was great. He gets back real quick the messages. Don't hesitate to sign up for one of his lessons!

Meli, 3 lessons with Alan

Patient and thorough tutor

Alan extended our time together to go over the basics in accounting for my real estate businesses. What he didn’t know he quickly looked up and sent reference guides. We’ve set up another session to go to urgent. He’s well worth the investment!

Susan, 2 lessons with Alan

On point

Financial accounting 101. Made materials for me to understand in Depth. The more you spent time with him should have a clear understanding of the material. I highly recommend his tutoring or even hire him as well

Anonymous, 2 lessons with Alan

Helpful and knowledgeable.

Alan brought up new ideas to help me that I never would have discovered! His experience and patience with a Newby to accounting disciplines was a gift to me. I have been working on a project for a year and he was able to point me in the right direction quickly.

Don, 3 lessons with Alan

Knowlagelbe person, patient and know what he is doing

I like that he is patient, knows what he is doing, and explain the best way to understand and guide the student the best way, the only sad thing is he can help more, but there are rules, with the Income Taxes, there is a lot of Forms and understanding all of them the company need to let them do a little beat more to help the student, so we can continue calling or set up another appointment

Honoria, 4 lessons with Alan

Great tutor that will go the extra mile to make sure you succeed!

Alan is a awesome tutor that really does his homework and comes prepared to lessons. Alan taught me financial accounting for my MBA program, I did very well in the course with his tutoring!

Ryan, 21 lessons with Alan
Hourly Rate: $20
Response time: 2 hours
Contact Alan