"I trained Intuit reps and thousands of business owners, bookkeepers and others in QuickBooks® for 24 years, earned about 30 certifications from Intuit® in QB® desktop and QBO® including advanced and specialty areas, and taught QB® at College of Marin®. I’ve consulted in Quicken® one and off for about 24 years, especially lately.

For over 20 years, I’ve specialized in proper accounting system setup and cleanup including development of the Chart of Accounts, repair of data, files, profiles and QB® software, conversions/migrations, integrations, and other beginning through advanced short-term projects, and training.

I grew up in a family with small businesses, starting my first business at the age of 9 years old, earned a bachelor's degree from Sonoma State University® with courses in learning strategies, psychology, business and accounting, and graduated with distinction. I've completed an SBA® course in small business administration and extensive independent study in accounting, business, computers, and more.

My clients have been mostly small and medium businesses, accountants and bookkeepers, with some not-for-profits and trusts. Businesses have mostly been contractors, medical, dental and law offices, architects, engineers, designers, and others who needed to track income and expenses for projects, patients and cases, plus many wholesalers, distributors and retailers with inventory. I often quickly solved long-standing inventory and other issues.

Per client requests, I provide training in all areas of QB®, answering questions, solving problems, and guiding clients in how to be more self-reliant in their accounting including data entry, reconciling and reporting, offering homework suggestions when appropriate and support between scheduled sessions.

I offer a free first consultation, often including assessments, training and recommendations. Most who have taken advantage of it said it was very helpful for them.

I have more availability than InstaBook® shows. Call anytime!" less...