Questions?

Quicken online

Hi Lisa -- I am wondering if you have a solid working knowledge of quicken to train me to a higher level of functionality on basics AND/OR if you can work remotely as a bookkeeper to complete monthly statement reconciliations, and reports on 2 small personal/ 1 small business accounts. They are all set up tho may need some tweaking. Current person is leaving. If so. I'd be interested in speaking further with you on the potential of you assuming lead on much of this work. No inventory or payroll. Accurate info would simplify my yearly tax prep, financial planning and money management. Also - creation of a budget template or projection doc for transitioning into a semi retired situation. Math is not my strong suit. Honestly, I often feel no smarter than a "4th grader!". Thank you for your consideration and interest! D. - Meeting Planner, Project Management and hospitality background. PS - I'd appreciate a response either way. : ) I live in Chicago.

Sent by Deborah on 4/2/24