About Us

• As "Dr. QuickBooks & Quicken", I use a "gas-guzzling" Prius to make "house calls" to help support and train small businesses and individuals learn how to properly manage their financial records in their accounting, bookkeeping, and personal financial management software. I am an Advanced Certified QuickBooks ProAdvisor (Desktop and Online) with additional certification in Intuit's Point of Sale and Enterprise software, an Advanced QuickBooks Solution Provider formerly the Intuit Reseller Program, and a Top 100 ProAdvisor according to Insightful Accountant for six years (2014-2019) with 57 reviews on Intuit's Find a ProAdvisor website, 16 on Yelp, 14 on LinkedIn, five on Facebook, Angie's List, and the Better Business Bureau, and three on Thumbtack, Google, and Nextdoor. I fix your accounting and business financial aches, pains, and problems by setting up your small business or personal finances in the above accountant, bookkeeper, and financial management-oriented programs for the PC or Mac, review what you have created or how you input your data (doing it yourself doesn't always mean you did it right), provide personalized classes, train you one-on-one how to use your program to make your life easier, and help you obtain the software at my cost or a discount. Let me get you current and last year's licenses of QuickBooks Pro, Premier, or Mac at my cost (usually less than Amazon), QuickBooks Online for 50% off Intuit's price for the first year, Point of Sale, checks, and supplies at a varying discount, and QuickBooks Enterprise for 20% off Intuit's price for life for 1-10 licenses and 12.5% off for life (yours, not mine) for 11-30 licenses or users with an approved Intuit Merchant Account obtained through me. Common problems that I solve include online banking, payroll, adding accounts, backing up, inventory, credit card processing and payments, creating meaningful reports, mapping your accounts to appropriate tax lines, creating invoices, receiving payments, depositing them correctly, redesigning your sales forms, and customizing your program. I offer free telephone consultations after e-mailing me your contact information, year and version of your software, number of users or licenses, number of employees, current credit card processor, and a list of what you want to accomplish and any questions. I offer hourly services, packages with both software and services, blocks of time, and an unlimited plan once I have worked with you. Minimum consulting time, travel time, parking, ferry fees, tolls, mileage, and credit card processing fees may apply.