"With approximately 24 years of experience informally training Intuit® reps and thousands of business owners and individuals on how to properly use QuickBooks® and Quicken®, I specialize in bringing order, accuracy, and efficiency to the complex financial systems of high-net-worth individuals and established business owners. As a former Instructor at College of Marin® with approximately 30 Intuit® certifications (Advanced QBO® and QuickBooks® Desktop), I bridge the gap between complex financial data and actionable management reporting. I also manage projects that include software selection, file repair, data recovery and other advanced areas.

I provide industry-specific high-level consulting/forensic consulting for contracting, engineering, retail and wholesale with inventory, not-for-profits, trustees, estate managers and other individuals and entities requiring high-level oversight.

I expertly design, set up and clean up accounting systems for complex entities, and guide my clients through proper conversion/migrations and integrations (using QBO®, QB® Desktop, and third-party apps such as bank transaction download software).

I guide my clients through using the software properly the first time, providing recommendations for saving time, reducing overhead, avoiding issues, and ensuring data integrity for tax preparation and management reporting.

I offer customized training, troubleshooting, recommendations, guidance and more, throughout our work together.

Call to discuss your project, what I offer, and the process for working together. I provide a high-level initial consultation to identify issues and propose a customized solution.

Disclaimer: I provide accounting software training, system setup, workflow and other consulting. I do not provide legal advice, tax advice, financial planning, or investment advice. It is recommended to consult with a qualified attorney, certified public accountant or licensed financial advisor regarding legal, tax or financial decisions." less...