Banner Image

Skills

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

Sign up or Log in to see more.

Services

  • Personal Finance & Budget Consulting

    $25/hr Starting at $50

    Services include: Discuss Personal Financial Position Budget & Spending Analysis Budget Consulting & Creation Loan & Debt Payoff The Basics of Personal Finance Education - Budgeting 101 & 2

    Consumer DebtCredit CardsPayroll TaxesPersonal BankingPersonal Finance
  • Accounting & Bookkeeping

    $30/hr Starting at $60

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

    AccountingAccounts PayableAnalysisBookkeepingBudgeting
  • Tax and Other Accounting Services

    $120/hr Starting at $120

    ...

    AccountingAccounting For Small BusinessesAccounts PayableAccounts ReceivableBudget Setting
  • Quicken Personal Finance

    $30/hr Starting at $60

    Quicken - the BEST, most complete, personal finance software available! Services include: Setup & Ongoing support Budget Setup & Maintenance Bank Account Reconciliation Investment Tracking

    Account ReconciliationAccounting For Small BusinessesBudgetingCustomer SupportFinance
  • Year-end Clean-up: Quicken & Quickbooks

    $30/hr Starting at $60

    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
5+ years - Tax Prep, individuals & small businesses
5+ years - Financial Statement prep & analysis
5+ years - Fixed Asset tracking
10+ years - Bookkeeping (Quick-books AND Quicken)
10+ 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.

Attachments (Click to Preview)