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Skills

  • Quicken
  • QuickBooks
  • Accounting
  • Accounting For Small Businesses
  • Budgeting
  • Finance
  • Invoicing
  • Accounts Payable
  • Accounts Receivable
  • Bookkeeping
  • Excel
  • Personal Finance
  • Account Reconciliation
  • Budget Setting
  • Chart of Accounts

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Services

  • Personal Finance & Budget Consulting

    $30/hr Starting at $60 Ongoing

    Dedicated Resource

    Services include: Discuss Personal Financial Position, Budget & Spending Analysis, Budget Consulting & Creation, Loan & Debt Payoff, Periodic Budget Check-in's and updates. The Basics of Personal Finance...

    AccountingBudget SettingBudgetingClient RelationshipConsulting

  • Accounting & Bookkeeping

    $40/hr Starting at $75 Ongoing

    Dedicated Resource

    Services include: QuickBooks Setup & Ongoing Support (Quicken and QuickBooks), Budget Setup & Maintenance, Accounting Reconciliation, Financial Reports (unaudited), Fixed Asset Tracking, Year-end and...

    AccountingAccounting For Small BusinessesAccounts PayableAccounts ReceivableAnalysis

  • Tax and Other Accounting Services

    $120/hr Starting at $180 Ongoing

    Dedicated Resource

    Tax and Other Services Include: Financial Analysis - financial dashboards & reports for internal use. Fixed Asset tracking & depreciation.  Business Consulting and Setup; obtain IRS EIN, business type...

    AccountingAccounting For Small BusinessesAccounts PayableAccounts ReceivableBudget Setting

  • Quicken Personal Finance

    $30/hr Starting at $60 Ongoing

    Dedicated Resource

    Quicken - the best, most complete, personal finance software available. Services include: Setup & Ongoing support, Importing and Exporting, Budget Setup and Maintenance, Bank Account Reconciliation, Investment...

    Account ReconciliationAccounting For Small BusinessesBudget SettingBudgetingCustomer Support

  • Year-end Clean-up: Quicken & Quickbooks

    $45/hr Starting at $60 Ongoing

    Dedicated Resource

    It's TAX SEASON! Does your Quicken or QuickBooks need a year-end review, clean-up, or reconciliation. We can review your books for general accounting accuracy to help make your tax-prep cleaner and simplified;...

    AccountingBook ReviewsFinancial ReportsQuickBooksQuicken

About

Accounting Professional with experience in Accounting & Finance, Bookkeeping and Tax Preparation, including Tax-Exempt Organizations/Not-for-profits.

A highly motivated and self-driven independent professional with experience in accounting & bookkeeping services, financial analysis, and tax preparation. In addition to providing accounting & bookkeeping services to small businesses, I also provide personal financial & budget consulting and assistance to individuals and families. I have a decade of experience with QuickBooks business accounting software and over a decade of experience with Quicken personal finance software. I have developed my own budgeting and personal financial tools using Excel. I am an advocate of educating students and adults of all ages about the importance of personal finance. I have written The Basics of Personal Finance and Budgeting 101 which are tools to educate and teach families how to maintain their personal finances.

Education:
Bachelor's Degree in Accountancy
Bachelor's Degree in Finance

Experience
10+ years - Tax Prep, individuals & small businesses
10+ years - Financial Statement prep & analysis
10+ years - Fixed Asset tracking
15+ years - Bookkeeping (Quick-books AND Quicken)
20+ years - Personal Financial & Budgeting consulting

Work Terms

I am available phone during regular business hours and early evening and can be reached via email anytime with expected reply in 1-2 business days. Please see my contact information.

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