As "Dr QuickBooks & Quicken" of Greater Seattle, I make house calls in my "gas-guzzling" Prius to help support and train small businesses and individuals learn how to properly manage their financial records in accounting and bookkeeping software (PC or Mac, desktop, online, or hosted).
I am an Advanced Certified QuickBooks ProAdvisor (desktop and online) with additional current certification in Intuit's Point of Sale & Enterprise software.
I was named as one of the Top 100 ProAdvisors in the country from 2014 through 2021 by Insightful Accountant formerly Intuitive Accountant. I have been certified in Intuit product lines since 2007.
I have 52 five-star reviews on the Intuit Find a ProAdvisor website, 14 on LinkedIn, 17 on Yelp, five on Angie’s List, Facebook, and the Better Business Bureau, and three on Thumbtack and Nextdoor.
I fix your financial aches and pains by setting up your small business or personal finances in the above accountant, bookkeeper, and financial management oriented programs, review what you have created or how they input their data (doing it yourself doesn't always mean you did it right), or train you how to use it to make your lives easier.
Common problems that I solve include cleaning up the mistakes that DIY frequently make, online bank feeds, payroll including setting up workers compensation in WA, tracking and paying sales tax and business and occupation tax, 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, and customizing your program.
I also provide QuickBooks software (Pro, Premier, and Mac) at my cost as well as QuickBooks Online at up to 50% off the first year, Point of Sale, and Enterprise at up to 20% off off Intuit’s price with an approved no monthly fee or minimum merchant account.
E-mail me at
[email protected] with a description of your issues, the year and version of your software, and your complete contact information and feel free to call me at 206-789-8328 if you don't hear back in 24 hours. I encourage you to visit my website first for a comprehensive list of my services and rates.
When I am not helping folks with their accounting and bookkeeping issues, I am using two for one coupons from Passport, Entertainment, and the Chinook Book and tipping on the prediscount amount, going on scenic drives, visiting historical museums and towns, riding steam trains, reading Dirk Pitt novels,, and hiking without the ten essentials.