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Have a mess?
Need to catch up?
Don't understand accounting and QuickBooks Online?
If so... you're my people.
ARE WE A FIT?
Your QuickBooks. My help. No taxes.
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!
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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.
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My goal is to get you self-sufficient so you rarely need help - but I'm here if you do.​
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PS I do work with QuickBooks desktop clients as well... i just really love the simplicity and mobile accessibility of QBO.
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PPS - If i'm not a fit I'm happy to recommend some other folks who might be.
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MY SERVICES
How I Help
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!
QUICKBOOKS ONLINE SETUP
Most of my new clients are either new to QuickBooks Online or they've got a big mess in the one they've been using. 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 efficiently... and it works with thousands of other apps if you need something special. If you're ready to make the shift or use it in a new way, let's talk.
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.
FINANCIAL EDUCATION
Most business owners are not accountants .... but they wish they understood it. Many never look at the financial reports because they know the numbers are wrong or they aren't sure what they should be paying attention to. Let's take a look together - I'm sure there's good info in there for you to use.
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.
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