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Accounting, QuickBooks and Excel Tutor
Alan M.

464 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $25
Response time: 50 minutes

About Alan


Bio

Undergraduate and MBA students and adults contact me seeking help understanding Financial Accounting, Bookkeeping, QuickBooks, and Excel and interview preparation regarding these subjects. I address these topics using neutral accounting material, QBO resources, Excel worksheets and personal work experience. I am willing to offer a listening ear and a helping hand with respect to your questions and concerns.

I have nine years in accounting and 4.5 years in banking. I had a federal...

Undergraduate and MBA students and adults contact me seeking help understanding Financial Accounting, Bookkeeping, QuickBooks, and Excel and interview preparation regarding these subjects. I address these topics using neutral accounting material, QBO resources, Excel worksheets and personal work experience. I am willing to offer a listening ear and a helping hand with respect to your questions and concerns.

I have nine 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: completion of 26 hours in accounting courses, 40 hours in business courses and the Intuit Academy Bookkeeping by Intuit on Coursera.

Wyzant Academic Honesty Policy provides ethical and professional boundaries within which tutors and students are to follow. Tutors are prohibited from doing homework; completing practice, take home or “open book” tests or quizzes; furnish answers for study guides, timed assignments, case studies, data analysis, and projects with or for students. Academic dishonesty is any form of cheating and plagiarism which results in students receiving unauthorized assistance in an academic exercise or receiving credit for work which is not their own. Likewise, a student may not solicit this kind of assistance.


Education

Ambassdor College
Theology

Policies

  • Hourly Rate: $25
  • Rate details: If NO SHOW after requesting a session, student will be charged one hour. $15.00 an hour group rate. Each student is charged $15.00 per hour. Group = 2 or more students.
  • Lesson cancellation: 2 hours notice required
  • Background check passed on 1/31/2024

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Bible Studies

Bible Studies

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

Financial Accounting

I have nine years experience in accounting and 4.5 years at Wells Fargo Bank.. 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

Completed the following professional development classes: 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. 3. FTCC Online Accounting Clerk (224 hours) 6/20/2023: Microsoft Excel, Accounting Ethics and QuickBooks Online Plus. I have accounting experience working with four different versions of QuickBooks: QuickBooks Enterprise Solutions Manufacturing and Wholesale v. 15.0 QuickBooks Pro 2014 QuickBooks Premier Edition 2015 QuickBooks Online

Examples of Expertise


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

Alan M.'s Photo

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Response time: 50 minutes

Ratings and Reviews


Rating

4.7 (124 ratings)
5 star
(103)
4 star
(10)
3 star
(4)
2 star
(3)
1 star
(4)

Reviews

Knowledgeable and very professional

We’re setting up quickbooks online, business information, adding employees, adding customers, adding vendors, charts of accounts, create invoices, checking transactions.

Jeremias, 7 lessons with Alan

I appreciated how patient he was.....

I had some tedious clean up tasks that were postponed and I wanted to make sure to do them correctly. Alan pointed out areas that were helpful. I already booked my next session with him and will review other areas of concern.

Edan, 2 lessons with Alan

Precise, knowledgeable, and very, very thural

Alan is very good tutor. He is gentlemen that teaches his students how to have a deep understanding in accounting. He takes his time to explain every detail, one by one. I believe that he is somehow misunderstood, because students now days wants to do everything so fast, not caring for deep, fundamental knowledge. He also has the old school teaching style, where students listen and teacher explains everything step by step. Make sure to explain to this tutor exactly what you need, double check there is no misunderstanding and enjoy his teaching.

Mersada, 5 lessons with Alan

Wealth of Knowledge

Alan's first tutoring session with me was very informative. He also provided additional information on the subject. I have booked another session with him, because he is good at what he does.

Beverlyn, 3 lessons with Alan

I recommend you learn from Alan M.

I had a few questions regarding Quickbooks. Alan was great he has a test company to show you how to make entries to Quickbooks. He has taken lost of time to assist people with their learning. I appreciate his help. Thank you again Alan!!

Geri , 1 lesson with Alan
Tutor responded:

Thank you for your kind feedback. During our session we reviewed and defined what are Prepaid Expenses, aka, Prepaid Assets, such as Prepaid Health Insurance. Prepaid Assets are listed as one of the current assets in the Balance Sheet. From the Buyer's perspective the Expense Recognition principle applies when purchasing health insurance coverage in advance. The expense recognition principle states that expenses should be recognized in the same period as the revenues to which they relate. Expenses are recognized when they are incurred regardless of when paid. Expenses are considered incurred when they are used, consumed, utilized or has expired. (Accountingverse.com)

Capston

Alan is a great tutor. He gets straight He explains the material in detail so you're able to understand the concepts long -term. Alan's desire is to make sure everything is accurately done before moving forward.

Roselyn, 5 lessons with Alan

great tutor

Makes material digestible. Goes into detail and makes sure you understand. Does not hesitate to repeat steps if it means you understand the material.

Mirza, 1 lesson with Alan

Resistant and not wanting to listen

I had two lessons with Alan in which he was rude and did not want to listen to what me and my sister wanted to do for our lesson. We wanted to review example practice problems our professor gave us. I sent him the resources a week in advance but he did not look at the material. During the lesson, he spent time arguing that he could not go through the material because it would be an infringement on Wyzant's academic integrity policies. I continued to explain that the material was not homework and would not be an infringement. He continued to push back until he finally opened the material and looked at it. In the second lesson, he tried to share his own resources. When my sister and I said that we wanted to stick with going through what our professor had, he pushed back and said that his resources would be more beneficial and he spent years putting it together. I reiterated that our professor said the exam would be like those example problems and therefore we wanted to go through them. He did not respond and shook his head in annoyance. When we had 5 min left of the lesson, he moved on to another problem. I assumed he would finish on time, but instead he kept going past the time. He said nothing about the time and when he finished, he asked if we would continue until 15 minutes and added that he would be charging us for 1 hr 15 instead of the 1 hr that we scheduled.

Brooklyn, 4 lessons with Alan
Tutor responded:

Two USC students choose to schedule 5 sessions for a Financial Accounting tutor instead of asking their professor or Teaching Assistant from USC Marshall School of Business for understanding of correct answers to test questions in a 275 page “Course Reader” book distributed to their class. During our first 2 sessions in preparing for Midterm Exam 1 on Oct 17, I used neutral accounting material. Brooklyn’s replied, “Sounds like a good plan, I think that will help a lot.” Oct 27: received a “Course Reader” & booked 3 sessions. Before the 3rd session, I looked at the Course Reader, in addition to the course syllabus section Collaboration Policy and Copyright and No Recording Notice. I was concerned that reviewing the Course Reader would be a violation of Wyzant’s Academic Honesty Policy that provides ethical and professional boundaries within which tutors and students are to follow. Tutors are prohibited from doing homework, practice tests, “open book” tests or quizzes, timed assignments, case studies, data analysis, and projects for or with students. Academic dishonesty is any form of cheating and plagiarism which results in students receiving unauthorized assistance in an academic exercise or receiving credit for work which is not their own. Likewise, a student may not solicit this kind of assistance. My goal is to tutor financial principles of accounting with neutral material and Excel worksheets. We define accounting terms and concepts while asking questions to evaluate comprehension throughout a session. If students understand what we cover, they should be able to work on material provided by their instructor. It may take additional work and study, but it is possible, if they put forth the effort and invest time in this subject. 3rd Session: 11/03/23 Reviewed questions in the Course Reader. After our 3rd session, I asked Professor Sweeney, CPA; at USC Leventhal School of Accounting if students were permitted to request help from outside tutors on material in the Course Reader. 4th Session 11/04/23: Looked at q

Knowledgeable tutor!

Alan was very helpful. I have a greater understanding of Quickbook after working with Alan. I would highly recommend Alan as a tutor. If I need additional help, I will definitely reach out to Alan.

Irina, 3 lessons with Alan

Excellent

I really appreciated Alan's help and his knowledge and understanding. I found Alan to be an excellent tutor because he not only didn't just focus on my specific questions, but he also caught some trouble areas on his own as we were just talking and was nice enough to let me know and make suggestions. Thanks Alan, I'll use him again.

Jose, 1 lesson with Alan
Hourly Rate: $25
Response time: 50 minutes
Contact Alan