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Excel and QuickBooks Training

I have expert level experience with:

Office 365, including Excel, Forms, Access, Teams, Outlook, OneNote

Google Sheets

Google forms





I offer group or individual instruction at your office or via Zoom.  

Services for accounting include:

Set up accounting applications and/or software, including

  • General Ledger

  • Chart of accounts (optimized for tax time)

  • Bank accounts

  • Credit card accounts

Catch up of past transactions and account reconciliations

Ongoing transaction input

Monthly accounting review via Zoom

Development of real-time dashboards 

Annual financial review

I have experience with multiple business types and software.  Some ERP solutions I have worked with include:


QuickBooks Online

QuickBooks Desktop






In addition,

I can use many different tools to help give you access to your financial performance in real time.  In many cases, I can set up your accounting system so that I can work on the majority your financials remotely.  In some cases, I may be able to offer substantial savings on apps like QuickBooks and  

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Process Automation

Using the latest in integration software applications, we can help you maximize workflows in your accounting processes.  Examples include
  • Integrate your bookkeeping application with your bill paying application (eg QuickBooks connect with

  • Generate an email to specific people when a payment is received, new client is created, or new project is booked

  • Create KPI dashboards that update in real time (+/- 15 min)

  • Workflow implementation

  • Process and control evaluation


Consulting, Coaching, and Training
Whether you need help discovering what application is best for you, training for you or your staff, or just someone to help you achieve your business goals, I can help! 
  • Process improvement consulting - can you do what you do easier or more efficiently? 

  • Onsite or remote training.  Help your employees stay up to date or learn some of the latest techniques. 

  • Goals and accountability.  You know what you need to do, but maybe need a little push?  

  • Help choosing the right blend of software to keep you working on your business, not in your business! 

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