History
After years of working at various CPA firms in a variety of roles, I realized my talent for taking a business' needs and producing books in QuickBooks. I can help to bridge how business owners talk about their business with the accounting and QuickBooks jargon to make it simpler for business owners to overcome challenging accounting issues. If you can explain it, I can account for it!
Specialties
Quickbooks cleanup, chart of accounts setup, and general and complex Quickbooks configuration. Quickbooks consulting for complex situations in which Quickbooks does not work well out of the box such as real estate investing, house flipping, and yacht charter businesses. Preparing tax-ready books for getting a loan, taking on a partner, selling a business, other situations that you need years of books produced quickly and well-documented. I do NOT do taxes so CPAs can confidently refer their tax preparation clients to me for tax-ready bookkeeping.