view $195/Hourly Based | $1000 Min.
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 and Enterprise Solutions software and named as one of the Top 100 ProAdvisors in the world in 2019, 2018, 2017, 2016, 2015, and 2014 by Insightful Accountant formerly Intuitive Accountant. I have been certified in Intuit product lines since 2007.
I have 53 five-star reviews on the Intuit Find a ProAdvisor website, 14 on LinkedIn, 17 on Yelp, five on Angie’s List, the Better Business Bureau, and Facebook, and three on Thumbtack, Google, 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, or Enterprise including the version with Advanced Inventory and free enhanced payroll at up to 20% off off Intuit’s price with an approved no monthly fee or minimum merchant account.
$20/Hourly Based | $100 Min.
view $20/Hourly Based | $100 Min.
$50/Hourly Based | $500 Min.
view $50/Hourly Based | $500 Min.
Skillful and dedicated Senior Administrative Assistant / Executive Assistant with extensive experience in the
coordination, planning, and support of daily operational and administrative functions.
Top notch assistant with over 18 years of experience managing business relations and special projects
at a senior management level.
Provide comprehensive support for executive-level staff including scheduling meetings, event
planning, taking meeting notes, coordinating travel, and effectively managing all essential tasks.
Excellent interpersonal skills and ability to work well with all levels of internal leadership and
employees as well as outside customers
Proven track record of accurately completing research, reporting, information management, marketing,
and business-development efforts.
Proficient at developing and maintaining detailed administrative and procedural processes that reduce
redundancy, improve accuracy and efficiency, and achieve organizational objectives.
Highly focused, flexible and results-oriented in supporting complex, deadline-driven operations, able to
identify goals and priorities and resolve issues in initial stages.
Strong computer competency of Microsoft Office (Word, Excel, Power Point, Outlook), Lotus Notes,
TRAX, Design Data Manager and SharePoint
view $15/Hourly Based | $100 Min.
$75/Fixed Price | $100 Min.
view $75/Fixed Price | $100 Min.
Financial Executive and CPA with more than 25 years of experience spanning public accounting, industry (Fortune 50 Corporate Finance; including a tenure in Europe and as owner and CEO of Import, Wholesale Distribution Business. Expertise in financial and accounting across company operations: sales & marketing, cost accounting and inventory, planning and forecasting, and financial reporting and analysis. In depth experience in ERP systems including P&L and Balance Sheet, product/inventory, and pricing architecture. I offer ongoing or project based financial and accounting services, and Tax Preparation services, specializing in small business, with multiple entities, corporate structure, and the appropriate strategies to achieve minimum taxation as permitted by the IRS Code and US Law.
Fees are negotiable per the specifications of each engagement. All initial consultations are free of charge.