What I Do

Set-Up

The initial set-up of QuickBooks must be done correctly to optimize its use. I follow a comprehensive approach to launch it properly.

Training and Ongoing Support

For those who are already using QuickBooks or need further assistance with newly-launched systems, I offer one-on-one training and support customized to your particular needs.

“Help Me!”

If aspects of QuickBooks leave you confused, please contact me. I will take a look at the issues you are having, provide explanations or solutions and help to build your confidence in using QuickBooks properly.

Review Services

If you want the peace of mind of having a professional review your work periodically, I offer monthly and quarterly services to make sure that your transactions are entered correctly and your financial statements are accurate.

Part-Time Interim Controller/CFO

If you find your business or organization in need of an interim staffer to step in to maintain day-to-day operations in your business office while awaiting the return or replacement of key personnel, please contact me to discuss my availability.

Checks and Forms Sales

I sell QuickBooks-compatible forms including checks, invoices, deposit tickets, envelopes, tax forms, etc. Most can be designed to reflect your business or organization’s identity by incorporating your logo and color scheme.