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Quickbooks Online Advanced ProAdvisor
Lisa P.

86 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $95

About Lisa


Bio

I feel it is imperative that people understand their financial status now and to set goals for their future financial position; whether that is in a personal or business environment. You can't understand where you are going if you don't understand where you are. My goal is to assist in this understanding for those who are interested and willing to learn.

My specialty is navigation and simplistic workflows to ensure you can keep records accurately and up to date for your financial clarity...

I feel it is imperative that people understand their financial status now and to set goals for their future financial position; whether that is in a personal or business environment. You can't understand where you are going if you don't understand where you are. My goal is to assist in this understanding for those who are interested and willing to learn.

My specialty is navigation and simplistic workflows to ensure you can keep records accurately and up to date for your financial clarity and decisions.


Education

University of South Carolina
Accounting

Policies


Schedule

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Approved Subjects

Business

Business

I have personally set up companies from the start, all the way though to operating within legal state and federal requirements. I have the knowledge and experience to take a prospective business by the hand and give them step by step instructions on how to ensure they are set to run smoothly from a legal stand point. I have a simple checklist on my website which anyone can download and follow without my assistance. I have created it to help businesses form and operate correctly from the ground. I also have numerous support systems I can contact and utilize should an issue arise that I have not encountered before.
QuickBooks

QuickBooks

I am currently a Quickbooks Certified Online ProAdvisor. I have been using Quickbooks desktop for over four years. QuickBooks Online and QuickBooks Desktop is NOT the same program and requires specific training to operate successfully and comfortably. Both programs are user friendly but do require additional direction sometimes. I also keep updated on a weekly basis, through continuing education webinars hosted by QuickBooks Certified ProAdvisors who have been working as consultants since the 90's.
Financial Accounting
Managerial Accounting
Microsoft Excel
Microsoft Word
Lisa P.'s Photo

Questions? Contact Lisa before you book.

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Ratings and Reviews


Rating

5.0 (41 ratings)
5 star
(41)
4 star
(0)
3 star
(0)
2 star
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1 star
(0)

Reviews

Very Patient

Lisa was very patient and also made sure that I did most of the actual work with her guidance so that it would help me learn what to do on my own.

Dave, 3 lessons with Lisa

Excellent Experience!!!

I had, what felt like, a really complicated issue with my credit card that had fraudulent charges and a new card reissued. She helped me clean up EVERYTHING related to that on Quickbooks. I highly recommend her!

Catherine, 1 lesson with Lisa

Lisa is very knowledgeable and patient.

Lisa showed me how to maneuver through Quickbooks with ease. She also answered all my questions needed to get my sons small business up and running. She takes the time to ensure you got it before you leave. I highly recommend her for all your Quickbooks needs.

Selene, 1 lesson with Lisa

Very knowledgeable in Quick Books online

Lisa helped me clean up several outstanding book keeping issues. I will definitely use Lisa again and again. Very professional and works fast. Walks you through each issue so you understand.

Niki, 32 lessons with Lisa

Brillant tutor

Lisa initiated me into Quickbooks, so that I think I will dare now to plunge in. She brings great patience, knowledge, humour and kindness to her tutoring; a rare find.

Patrick, 2 lessons with Lisa

Very knowledgeable!

Lisa helped me understand Quickbooks, the differences in naming and categorizing the Chart of Accounts, and other important things like reconciliation and how to do journaling.

Maura, 3 lessons with Lisa

Knows her Stuff!

Lisa assisted me in cleaning up my books, researched discrepancies and was able to get my books ready for tax season extremely fast. Looking forward to Lisa teaching me the wealth of information she has to share.

Cynthia, 4 lessons with Lisa

Helpful

Lisa helped me to get setup and to know the important areas for me to concentrate on to establish my business in QuickBooks. This is an important step for me to gain control over where my money is going. This will make it much easier at tax time too! I appreciate Lisa's help in this important step.

Sid, 1 lesson with Lisa

Time well spent!

Lisa was remarkably patient and addressed the simple things that I just could not figure out. It was very empowering. I even got to write a check to myself! Fun!

Edward, 6 lessons with Lisa
Hourly Rate: $95
Contact Lisa