About us

As "Dr. QuickBooks & Quicken", I make remote "house calls" to help support and train small businesses and individuals to learn how to properly manage their financial records in their accounting, bookkeeping, and personal financial management software.

Let me get you QuickBooks Online for 30% off for new subscriptions for Essentials, Plus, or Advanced via https://quickbooks.intuit.com/partners/irp/buyqbopayroll/?cid=irp-4393 (or 50% off if you are switching from desktop to online Intuit's price for the first year (e-mail me for this)) or QuickBooks Simple Start for one user at https://quickbooks.intuit.com/partners/irp/?cid=irp-4393 also 30-50% off, QuickBooks Payroll (three versions) at https://quickbooks.intuit.com/partners/irp/payroll/?cid=irp-4393 at 30-50% off, QB Time at 30% off your first year via https://quickbooks.intuit.com/partners/irp/buyqbtime/?cid=irp-4393, checks and supplies for 35% off via https://intuitmarket.intuit.com/?track=56228&src=IRP_4393 , 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.

I am an Advanced Certified QuickBooks ProAdvisor (Desktop and Online) with additional certification in Intuit's Payroll, 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 ten years (2014-2023) and the Top Desktop Expert in 2023 with 57 reviews on Intuit's Find a ProAdvisor website, 15 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.

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.

I make house calls to help support and train you.