Started my career as a business broker agent and moved into packaging businesses for acquisition. Nothing like working with a variety of business owners to see how it all works in real time. Moved in to teaching business applications, particularly spreadsheets and databases, and then into tech support for a PC manufacturing. Opened my own sports training business, which ran successfully for 15 years. Worked for four years at CPA firms, returned to school to earn all additional required cre... [more]
I have used Excel since the 1980s. I have taught it to individuals and business and government groups since the 1990s. I am well familiar with basic formula construction to spreadsheet design.
I have assisted a variety of businesses in establishing or improving their financial recording and reporting processes since 2005. I am oriented toward producing financial reports that are useful for management as well as tax reporting. My services include staff training and process documentation.
I have used QuickBooks desktop and online for clients' and my own business for decades, and so am familiar with many versions and uses of the software. I have found that many businesses under-utilize QuickBooks because they are not familiar with features that would speed processes or enhance the quality of their reports, and thus gain more business insight more rapidly. As the most widely used accounting software for businesses, QuickBooks has been the core of my accounting servicees business, supplemented by WAVE and FreshBooks where those are suitable for the client.