QuickBooks Training Experts
Services offered
Accounting
Accounting - Free Consultation
20 mins
Discuss your accounting needs, current systems, and business goals with a licensed professional. Includes recommendations and service estimates.
Free
Accounting - Sales Tax Filing (Per Period)
1 hr - 1 hr
Prepare and file state or local sales tax returns based on your sales platform or POS system.
From $95
Accounting - Balance Sheet Preparation
1 hr
Compile a formal balance sheet reflecting assets, liabilities, and equity as of a specific reporting date.
$120
Accounting - Profit & Loss Statement Preparation
1 hr
Generate a current P&L report for business insight, lender applications, or investor use.
$120
Accounting - Financial Statement Compilation (Full Set)
2 hrs
Deliver a full set of financials including income statement, balance sheet, and cash flow statement.
$225
About
I truly love helping business owners find clarity in their numbers. As a veteran accountant and Advanced QuickBooks ProAdvisor, I take the stress out of bookkeeping. I work closely with my clients to simplify their processes, ensuring their QuickBooks is set up perfectly to support their success. Offering seamless, remote bookkeeping services tailored to your business needs, let’s make your business finances your greatest asset.
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Reviews
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AP
Amy P.
I learned so much in just one session and she was extremely knowledgeable in Quickbooks. Definitely an expert!
February 15, 2020
Frequently asked questions
What is your typical process for working with a new customer?
When working with a new customer, I ask them plenty of questions about their business and if they have used any accounting software in the past. The more I know, the more I can teach them the relevant things that are necessary for them in particular.