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Virginia Commonwealth University (Accounting)
I'm a CPA with many years of accounting experience. For the past 10 years I have been using Quickbooks and have trained many people on this software, from employees to business owners to friends and family, including tips on how to create great reports, either within Quickbooks or by exporting to a custom excel report template. I have also provided excel training for 20 years, from basic to advanced, to junior accountants.
While Quickbooks is a user-friendly program, setting it up is the trick. For that you do need some basic accounting knowledge, which I am happy to supply in a simple way that will get you up and running in no time! Whether you want an overview of Quickbooks or Excel's capabilities, or have specific problem areas in these programs, I am here to help you become comfortable and confident. I'm a CPA with many years of accounting experience. For the past 10 years I have been using Quickbooks and have trained many people on this software, from employees to
Barbara R was thorough, knowledgeable and made excellent use of our time. I learned a great deal and feel confident that I can move forward with Quickbooks now. Thanks, Barbara!
Thanks Rosemary, it was a pleasure working with you!
Barbara was very thorough and her explanations of the basic commands and functions of excel and created examples for me to keep and refer to.
Barbara is very knowledgeable and professional. She is logical in her approach and helps you understand the reasoning behind each step. She was very helpful in exporting Excel into QuickBooks.
Thanks so much for a broad stroke Excel lesson along with some in depth lessons. I was impressed with your in- depth working knowledge of Excel and it's application to the real world and the ability to transfer that knowledge into tutoring - not an easy feat. When I learn a bit more on my own I'll come back for another lesson.
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I am a CPA and have over 20 years experience in accounting and have managed and trained in areas including principles & theory, analysis, budgeting and reporting, and audit prep. I can help you with your specific accounting challenges, either at work or for school!
Setting up a spreadsheet; using functions and formulas; data functions including sorting data; internal and external linking; inserting images; etc.
I have 10 years of progressive experience using Quickbooks and training others in its use. I have set up Quickbooks accounting systems numerous times, customized to the clients needs. Also, I can help create custom reports both inside Quickbooks or exported to excel. Expertise includes: Setting up a Chart of accounts; using the reporting, customer and vendor menus; entering invoices and bills and their payments; check writing and online banking; reconciliations; report development and payroll.