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I am a current Enrolled Agent, recognized to practice before the Internal Revenue Service. I can help others learn how to prepare federal income tax returns. Additionally, I possess a background both with experience and formal education in working with accounting principles. I've also worked as a help desk consultant, and can assist others in operating a personal computer with a variety of applications. I make every effort to be a warm and personable individual when helping others. I very much enjoy helping others understand their topic in a more precise manner so as to achieve personal satisfaction and progress. No question is ever not relevant when learning!
I am a current Enrolled Agent, recognized to practice before the Internal Revenue Service. I can help others learn how to prepare federal income tax returns. Additionally, I possess a background both with experience and formal education in working with accounting principles. I've also
I just got a new job as a entry level, full cycle bookkeeper. I had never worked with Quickbooks and made a lot of mistakes in the first 5 weeks of my job. I was so happy to find Gerry for a tutor because no one has the time at work to train me.
Gerry taught me a lot but some of the main things were about equity account differences in the various business structures (i.e. sole proprietor, corp, etc.), how to find and correct mistakes while reconciling bank and credit card accounts, how to record multiple nsf checks and where to go online for additional help when I'm at work.
I like Gerry's tutoring style because she was very patient, knowledgeable, and professional. She was also very thorough in her quest to find out exactly what I needed for our session so she could meet my needs. She made sure that I thought a lot about what I hoped to accomplish with her and have it written down so that when we met, we could jump right in. Although when we met, she wanted to talk and help me feel comfortable before we were on the clock. She is very thoughtful and effective with her verbal and visual tutoring. She explained things and also wrote out t-accounts for me to really see the full picture.
I was surprised to accomplish so much in so little time. We met for 2.5 hours and she was worth every penny! Now I know how to record owner's contribution, from a DBA sole proprietor business to a 2 shareholder LLC. I know where to look before and after a challenging transaction, to make sure it posted correctly to the ledger. I now know how to post multitple nsf checks to one customer and how to delete bank deposits that include multiple customer payments. I also came away with more confidence and tools to help me in my bookkeeping job.
I will definitely be scheduling more time with Gerry in the future, as I know that I will need more help in my goal to become an expert in QuicksBooks for small businesses. I highly recommend Gerry for any Accounting, Tax or Quickbooks tutoring . She is amazing!
I went along with my son to meet Gerry because he had a lot of struggle with this class and I knew that I needed someone who really cared. I also needed someone who me as well my son will feel comfortable right way... well I saw that in GERRY. I feel like she really wants my son to do well. I feel like he can ask her questions, and feel good about him self, and keep his self esteem intact and not made to feel like a failure. I am looking forward to my son doing an excellent job in this accounting class.
I possess an Associate's degree in Accounting, and have experience as a staff accountant since 1996. I use QuickBooks extensively to keep working paper records for tax and financial accounting. I am very experienced in creating adjusting journal entries to prepare clients' QuickBooks records for tax preparation.
I also possess an Associate's degree in informational technology with a major in Help Desk Support.
I have excellent computer skills coupled with accounting knowledge and skill. I frequently use these skills with the QuickBooks program.
I am an Enrolled Agent. An EA is recognized by the Internal Revenue Service to represent taxpayers on federal income tax matters.
I have this professional recognition as well as years of experience in preparing and advising others about tax treatment of various financial information.
I've prepared many tax returns, both for indviduals and businesses.