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University of Iowa, Iowa City, IA (B.G.S. )
Seattle University School of Law (Graduate Coursework)
North Seattle community college (Graduate Coursework)
I am an Advanced Certified QuickBooks ProAdvisor with additional certification in QuickBooks Online, Point of Sale, and Enterprise and an advanced Quicken user. I am certified in QuickBooks 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008 and 2007. I work with both PCs and Macs.
I was listed by Intuitive Accountant as one of their Top 100 ProAdvisors in the US in 2014.
I am currently ranked #1 in Seattle on the Intuit FindaProAdvisor website with 37 reviews, have 14 recommendations on LinkedIn, 18 on Biznik, and 19 five-star reviews on Yelp (ten filtered, sigh).
I provide customized, in-person, and one-on-one accounting and bookkeeping training at your place, tutoring, classes, instruction, seminars, help, and private lessons at your pace and skill level based on what you know (or don't) at your office, my place, or a quiet coffee or tea shop in Greater Seattle or elsewhere by arrangement. I work with both PC and Macs and all versions of QuickBooks. I come to you in my "gas-guzzling" Prius.
Why lose billable hours and fight traffic to attend a class and go at the slowest person's pace (yawn) when I will come to you? And do you really want to ask questions in front of strangers pertaining to your business or personal affairs when I can come to you?
Learn how to effectively use QuickBooks Simple Start, Pro, Premier, Online, or Enterprise, or Quicken for (Windows or Mac) to properly set up and maintain your financial records so you can fish (or make Tofu if you are a vegan) for yourself, save on accountant's fees, stop worrying, and sleep better at night.
There is nothing more fun than watching someone's eyes light up as they gain the self-confidence by making their financial or accounting software work for them instead of the other way around and learn how to produce financial reports that tell them how their business or investment and retirement plans are really doing.
I also support my client's use of MS Word and Excel with the QuickBooks program and fix their network mistakes that are preventing the use of the QuickBooks program in a networked environment. Quicken, so you know, isn't designed to be used in a networked environment although I have had clients get around that limitation.
And so they don't make the mistakes several of my small business clients made by (1) creating their chart of accounts for a C corporation when they were a LLC which screwed up their tax accounting; (2) setting up their credit card as an expense account instead of as a credit card; (3) setting up their vendors as customers and vice versa; (4) recording all their payments individually instead of matching them up with the actual bank deposit; and (5) not updating their version of the program.
Do you need someone to set up or check your business or start up's chart of accounts, financial records, or books? Have you slowly come to the realization that you don't know how to use your accounting software and it is affecting your bottom line? Has your company grown to the point where it would be nice to have someone come in on a regular basis to train, tutor, and instruct you and your staff in QuickBooks and help them convert from Peachtree®, or Microsoft Small Business Accounting or their new Office Accounting Express® to do your bookkeeping and financial reports and let you make more money by doing what you really enjoy doing?
Or would you rather sit in the dark?
Well, let me come to you and teach you what you need to know about QuickBooks or Quicken. You’ve hired an attorney, accountant, insurance broker, business coach, SEO expert, marketing pro, and others to help you start and manage your business or a financial planner to help you plan for your future.
Shouldn’t you hire someone to teach you how to effectively use the financial management, bookkeeping, and accounting software that you’ll be relying on to discover how well you are (or aren’t) doing?
As someone who has been a bookkeeper and ran the day-to-day aspects of a medium-sized business, I can help you learn to solve some of the following common accounting and bookkeeping software issues and problems.
My company is a Better Business Bureau Accredited Business. I am a member of, the QuickBooks ProAdvisor Program, the Intuit (the folks who make TurboTax, Quicken, and QuickBooks (not Quick Books) to name a few products) Accountant's Inner Circle which advises the company on ways to improve their products (I recently found a bug in QuickBooks Pro 2008 and suggested a fix) and make them more consumer friendly (gasp!) and the Microsoft Professional Accountants' Network which helps users with Microsoft Office Accounting 2007 or 2008.
I am available evenings and weekends if you work during the day as I remember what it is like to have a day job while trying to get a business off the ground. I am willing to travel throughout the Western Washington as that is what good customer service is all about.
QuickBooks, Quicken, and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit, Inc. Used with permission. Peachtree is a registered trademark of Sage Software, Inc. Microsoft and Office Accounting are registered trademarks and/or servicemarks of Microsoft Corporation. I am an Advanced Certified QuickBooks ProAdvisor with additional certification in QuickBooks Online, Point of Sale, and Enterprise and an advanced Quicken user. I am certified in QuickBooks 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008 and 2007. I work with both PCs and Macs.
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Maximum of two people per session. Three hour minimum.
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I am an Advanced Certified QuickBooks ProAdvisor, 2011-, a Certified QuickBooks ProAdvisor for 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, and 2015, and I was ranked among the Top 100 ProAdvisors in the country by Intuitive Accountant in 2014. I come to you in my gas-guzzling Prius.
My certification is sponsored by the National Association of State Boards of Accountancy (NASBA). Each year of certification can earn up to 16 CPE credits for continuing education.
I have additional certification in Intuit's Point of Sale (POS) Versions 10, 8, and 6 (for retail businesses or companies with inventory) and Enterprise Software Versions 11, 9, and 7 (for middle market-sized companies or companies who must have more than 5 users logged on at the same time or want to keep track of more than 10,000 customers, have more than 14,500 customers, vendors, and items, or more than a specified number of transactions).
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