Certified QuickBooks Trainer (QBO and Desktop)

Jeff W.

Need help with QuickBooks Online? You're in the right place.

Whether you're just getting started, cleaning up your books, or trying to figure out why your reports don't look right, I'll help you understand QuickBooks Online in a way that's practical and easy to follow.

I work with:

Business owners who manage their own books
New QuickBooks Online users
Bookkeepers who want to improve their skills
Students taking accounting or QuickBooks courses
Businesses converting from QuickBooks Desktop to QuickBooks Online

With more than 20 years of QuickBooks experience, I've helped hundreds of small businesses set up QuickBooks correctly, organize their Chart of Accounts, reconcile bank accounts, understand financial reports, and build bookkeeping processes that actually work.

I'm an Advanced QuickBooks ProAdvisor and was recognized as one of Insightful Accountant's Top 100 QuickBooks ProAdvisors in both 2025 and 2026. I also teach QuickBooks Online through North Carolina Community College Small Business Centers, where I train business owners and bookkeepers in both group workshops and one-on-one coaching sessions.

My goal isn't just to answer your questions—it's to make sure you leave each session confident enough to do it yourself. We'll work directly in your QuickBooks Online company (or a sample file if you prefer), and every lesson is customized to your experience level and goals.

If you're looking for a patient instructor who can explain QuickBooks in plain English and help you become more confident with your bookkeeping, I'd love to work with you.