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LET'S GET THAT QUICKBOOKS ONLINE WORKING FOR YOU.... NUMBERS THAT TELL YOU SOMETHING USEFUL

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ARE WE A FIT?

Your QuickBooks.  My help.

I am a CPA (inactive) who doesn't do tax work.

I primarily provide setup, training and customizing of QuickBooks Online and I work in tandem with some fantastic CPAs and tax preparation experts!

If you want your accounting to be correct and useful... we're a good match.  I won't make you feel dumb and you might even like accounting before long.

PS I do work with QuickBooks desktop clients as well... i just really love the simplicity and mobile accessibility of QBO.

PPS - If i'm not a fit I'm happy to recommend some other folks who might be.

Here is a link to my QuickBooks ProAdvisor listing 

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MY SERVICES

How I Help

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IF YOU'VE GOT A MESS...

No matter what type of QuickBooks mess you have, we can straighten it out together.  I clean and fix... you move forward!

New Growth

QUICKBOOKS ONLINE SETUP

Most of my new clients are either transferring to QuickBooks Online from the desktop version or starting out fresh with it.  I love the online version's efficiency and simplicity.  It's not always the right solution but when it is, there are ways to use it to maximize the clean design... and how it works with thousands of other apps.  If you're ready to make the shift or use it in a new way, let's talk.

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TRAINING & BEYOND

New personnel?  Need a resource when you have questions that doesn't require sitting on hold for 2 hours?  Once the numbers are right, I help you keep them that way when you need the help.

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FINANCIAL EDUCATION

Most business owners are not accountants .... but they wish they were.  Many never look at the financial reports because they know the numbers are wrong or they aren't sure why they should be paying attention to.  I love teaching my clients to understand what the numbers are saying.

I'm here to help you use your accounting system in a way that allows you to make good decisions, identify and fix problems and celebrate results. Contact me today.

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CONTACT ME

Please let me know how I can help.  Call or email with details - If i'm not your solution, I'll point you to someone who can be.  You're not stuck!

(423) 946-4128

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