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"Keith returned our call immediately (from 206-789-8328 but prefers that folks send him an e-mail with a summary of what you want to accomplish and your contact information first before leaving a message) and promptly arranged for a time to come out to our home office to help us "fix" our QB mess.

He explained up front how he could help us and what it would cost.

He helped us troubleshoot several problems that had been bugging us for the past year or two, including reconciling a credit card account, paying sales tax using the QB "pay sales tax" function and improving our expense categories.

He walked through our "Chart of Accounts" with us and suggested better ways to label accounts and categorize expenses. He gave us tips on how to better use the software to track our expenses.

He answered multiple questions we had about various QB features, including the reports. And he helped us migrate from an older version to QB 2010.

In the end, we spent about six hours with Keith and it was worth every penny. Keith was very professional and knowledgeable.

When he left, we felt that we were finally on the right track with our record keeping and could make better use of the software to help us improve our accounting."

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• Do you need a QuickBooks consultant that you can easily contact by e-mail with a summary of what you need done, your problems, the year and/or version of the software you are using, and your contact information, and then calling them at 206-789-8328 afterwards and leaving a message to organize or set up your new business or start up's financial records and chart of accounts in the program (PC or Mac)? And getting a call back within 24-48 hours?


• Do you understand the importance of setting up items (the products or services you sell) correctly, what they are, and how they are used in the program? Do you understand how to use them to track both income and expenses and for job costing?


• Has your bookkeeper recently left and you'd like a second opinion on how to manage your bookkeeping system and to review what they did? Want to test the next one you plan to hire? I can provide tests through a professional group that I am a member of.


• Is your "undeposited funds" account growing each day?
  When you run a profit and loss report, does is say your income is double your sales?


• Is your sales tax payable account increasing each month?
  Do you know the proper way to pay sales tax in the program?
  Do know why you should track the sales tax paid to vendors for products and services that you later resell?
  Do you know how to pay your state B&O tax correctly? And it isn't by writing a check.


• Does your A/R and A/P seem to low or "wrong"?
  When you take a customer deposit, do you simply receive a payment?


• When you run a profit and loss report, does it agree with your bank deposits and customer sales?


• Have you s l o w l y come to the realization that you don't know how to use your financial accounting and bookkeeping software and it is affecting your bottom line, your relationships, and your sleep?

  I can probably help. You can start the process by sending me an e-mail with your contact information, a list of your problems or what you want to achieve, and leaving a message at 206-789-8328 after e-mailing me. I usually reply to e-mails or phone calls by the end of the day or within 24-48 hours.

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• Is your company file s l o w to open or respond?
  Does it take f o r e v e r to start, load reports, and process transactions?


• Do you know the proper way to backup your company file? And no, copying it to an external hard drive or online "backup" such as Carbonite or Mozy isn't a good idea.


• Have you wondered if using the online banking or bank feeds feature is a time saver when reconciling your bank and credit card accounts?


• Would you like to find out how much you earned from each customer or job and how much you had to spend to earn that revenue?


• Does the thought of spending time doing the financial side of your business send you into a depression or make you overeat?


• Would you rather make more money doing what you do best rather than dealing with the Castor Oil of paperwork?


• Are you embarrassed by the state of your books (don't worry, I've seen worse)?


• Have you thought about taking a QuickBooks class (presuming you can get into the class, unemployed job seekers have the same idea) but don't want to fight traffic to get to one and turn away billable clients, because you have to be somewhere you'd rather not be, sit in a sweaty, crowded classroom filled with strangers and be expected to talk about your personal financial issues as part of class participation. Or worse, the class will never talk about what you need to know (like job costing, payroll, union payroll including prevailing wages, or complex inventory issues) or address your issues to help support you in your business.


• Are you starting a retail store and need your Point of Sale system configured and integrated into your QuickBooks financial (PC) software?

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All you have to do is start the process by sending me an e-mail with your contact information, a summary or your problems or what you want to accomplish, and call me at 206-789-8328 at the end of the business day if you haven't heard back from me (I don't usually return phone calls when I busy with a client, it is only fair).

Has your company grown to the point where it would be nice to have someone, perhaps an Advanced Certified QuickBooks ProAdvisor with 52 five star reviews and one 4.9 and additional current certification in Intuit's Online, Point of Sale (POS), and Enterprise software (for middle market companies) like myself to come in on a regular basis  to help solve your QuickBooks problems as well as train, tutor, teach, support, provide personalized classes and instruct you and your staff in QuickBooks® (for Windows or Mac), and assist you in your bookkeeping and financial reports and let you make more money by doing what you really enjoy doing?

Or would you rather sit in the dark?

Well, let's chat on the phone for up to 29 minutes free of charge about your new business or start up's needs, what would be the best QuickBooks software to use for your industry, what your problems are, what you would like me to accomplish, what I think I can do for you, and to bounce ideas off of.

After all, it can be pretty lonely starting, managing, or running a business.

We all need to talk about it with someone in the same boat. You can start the healing process by sending me an e-mail with your contact information, a list of your problems or what you want to achieve, and leaving a message at 206-789-8328. I reply to e-mails or phone calls within one to two business days.

You’ve hired an attorney, accountant, insurance agent, business coach, public relations expert, marketing, SEO expert and other professional consultants to help you set up, start, or manage or run your business.

Shouldn’t you hire someone to teach or train you how to effectively use the accounting, bookkeeping, and financial management software that you will be relying on to discover how well you are (or aren't) doing? Or generate an accurate profit and loss statement for your lender when you decide to expand or buy a competitor or another business?

Or would you rather walk in the dark with no financial lantern?

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As a QuickBooks consultant, I can help you solve some of the following common accounting software, bookkeeping issues and problems:

• Help you pick the right QuickBooks desktop program (there are 11 (Pro for Windows, QuickBooks for the Mac, Premier including its sub categories [Contractor, Retail, Professional Services, NonProfit, Manufacturing & Wholesaling, and Accountant], Point of Sale Basic, Pro, and Multi-Store (usually used to track the sale of inventory and/or in a retail environment), and Enterprise) or Online (including Simple Start, Essential, Plus, and Advanced) for your business.
  
  I can provide a link to download a 30 day trial of QuickBooks Enterprise which is similar to Pro or Premier if you don't have it and want to practice before I come out. I may be able to provide an older 30 day trial verision of QuickBooks Premier for the PC or the Mac version to try out.
  
  
• Use my Intuit Solution Provider formerly known as the Intuit Reseller Program status to quickly obtain your Mac, Pro, Premier, and Online software in as few as 24-48 hours depending on the day of the week, POS hardware and software, Enterprise Solutions software, or other services such as payroll or credit card processing so you can be up and running.

  In some cases, I am lower than Intuit or can sell you their software at my cost when you have hired me on a case by case basis or have applied for their no monthly fee or minimum charge pay as you go credit card processing plan for those inconvenient times when a customer has forgotten their checkbook and you need the money in your bank the next day.

  Why fight traffic to run to the store and waste your time standing in line when I can bring your QuickBooks software or other services to you via the Internet and a backup CD via USPS/FedEx/DHL/UPS?
  

• Help you to convert your QuickBooks company files from other software programs such as Peachtree, AccountEdge or Account Edge, Microsoft Small Business and Office Professional or Express Accounting or provide a link to convert it from MYOB. For Quicken, I can help you with converting Money into Quicken providing you do some set up steps.
  
  
• Set-up your initial financial Chart of Accounts applicable to your business (something software can't personally provide) including bank, petty cash, employee advances, fixed assets and other assets, credit cards, loans, payroll and sales tax payable, and other liabilities, taxable and non taxable sales or services, billing rates, custom prices, fixed or nut expenses (the bills you have to pay every month) versus variable and setting up tax lines for most accounts to make it easier to file your income tax returns and save on your accountant's fees.
  
  
• Explain why your chart of accounts should be numbered and when you should use classes if you are tracking real estate rentals, store or sales locations, or other situations.
  

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• Set up your accounting software for On-line Banking for real-time knowledge on where your account balances currently are at including some credit cards (unless you like to pay over limit and NSF fees).

  However you are responsible before hiring me to confirm with your financial institution that they offer downloads into QuickBooks or Quicken for PC or Mac retroactively or from a specified date forward or in a format that you can import into your company or data file.
  
  You can start addressing these issues by sending me an e-mail with a summary of what you want to do, your contact information, and calling me at 206-789-8328 and leaving a message afterwards.

• The proper way to record personal credit card charges so you can reimburse yourself and how to make yourself a vendor in QuickBooks.
  
  
• Show you how to turn on certain accounting preferences in QuickBooks related to your business which in some cases can save you data entry time.
  
  
• Establish correct service, inventory, noninventory, or other charge items, payments (which you can show on your invoices or sales receipts if you wish), discounts (and why you need to use subtotals), sales tax items classes, and adjusting Inventory (and if you sell informing you why it is important to keep track of your shipping costs).
  
  
• Using custom billing rates in certain versions of Premier or higher for employees and creating custom price levels for products and services tied to a customer or just plain price levels.
  
  
• Using integrated third party applications available from the Intuit App Marketplace or third parties to keep you using the software instead of outgrowing it.
  
  
• Discuss iPhone, iPod touch, iPad, Android, and Blackberry applications such as GoPayment, PayPal Here, Square, and Groupon's Breadcrumbs to accept credit cards, QuickBooks Online mobile connect which lets you keep a list of customers so you can create estimates, invoices, and sales receipts and receive payments in the field, Expensify or Concur for your traveling employees or officers, and other applications available from the the appropriate marketplace. I can show you them on a iPod touch, iPad, Android cell phone and Asus Tablet.
  
  
• Job Costing and Estimates (and explaining how to convert your estimates into an invoice) - Very useful if you are a contractor concerned about job costing.
  
  
• Bank, Petty Cash, Credit Card, and other Account Reconciliation.
  
  
• Bill and Credit Card Posting including matching up net credit card receipts to charges.
  
  
• Show you how to design your own customized Estimates, Sales Orders, Purchase Orders, Invoices, Packing Slips, or Sales Receipts with your company logo. And yes, you can e-mail them using desktop and web based e-mail services depending on your year and version of QuickBooks.

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• Demonstrate the proper way to receive and deposit advance and customer payments and apply them to invoices.
  
  
• Teach you how to track income for two or more different B&O rates (such as retailing and services) and file your City & State B&O and Sales Taxes. Washington State requires that you charge sales tax based on where the sale, delivery, or transaction took place. I can show you how to import all 343 sales taxes or just those you need such as King, Snohomish, and Pierce County cities.
  
  You can start the process by sending me an e-mail with your contact information, a list of your problems or what you want to achieve, and leaving a message at 206-789-8328 after e-mailing me.

• Discuss whether or not to use ADP, PayChex, or Intuit Basic, Enhanced, Assisted, and Online Payroll and direct deposit through QuickBooks whether you have one five, 18, or 35 employees. I can also obtain Intuit Payroll products for you. If we have time, I try to go over some payroll tax credit programs and how to use union payroll and prevailing wage issues. Three of my clients were eligible to save up to $9,000 in payroll taxes over a two-year period. Wouldn't you like to be number four?
  
  
• Use QuickBooks to track your various federal, state, and municipal tax liabilities (wouldn't you rather know that you need to allocate X dollars for them then find out at the end of a quarter?) as well as prepare your Payroll Forms (Unemployment, Worker’s Comp, & IRS) and pay them online.
  
  
• Filing and organizational advice to keep your financial and office files in shape (such as using color tabs for certain types of files such as green for customers, blue for vendors, etc.).
  
  
• Preparation of monthly, quarterly, and year end management financial reports including profit and loss, balance sheet, cash flow predictions, and who are your most profitable customers or job productivity.
  
  
• Showing you how to use the new Certified QuickBooks Users Program or the Accountex formerly Sleeter Program to test your existing employees knowledge of the program or to verify prospective job candidates bookkeeping, accounting, and QuickBooks skills or if you are an employee, use the certification test in the program to argue for a pay increase as you have had your skills independently confirmed.

You can start pushing the ball uphill by sending me an e-mail with a summary of what you want to do, your contact information, and calling me at 206-789-8328 and leaving a message.

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If you use Quicken, I can help you with the following:

• Help you decide between using Quicken Deluxe (the most popular with the ability to track your personal checking, savings, credit cards, property or assets, and loans), Quicken Premier (also comes with ability to track retirement, investments, stocks, and bonds), the new Quicken Home, Business & Rental Property Manager which combined Home and Business and Rental Property Manager, the older Quicken Home and Business (same as Premier and allows you to separate personal and business accounts and create invoices, business items, track sales tax, receive payments, and run business reports, Quicken Rental Property Manager, and Quicken Essentials or the old 2007 version for the Mac.


• Learn how to add your bank account, credit card, line of credit, investments, retirement, stocks, bonds, and mutual funds, house and car loans, and related assets such as loaning money to a third party and liabilities or loans or borrowing yourself.


• How to customize your account register preferences. Wouldn't you like to have the memo field follow the category? Or what about having your tax deductible categories be clearly marked as such?


• How to correctly download your financial transactions and why you shouldn't follow the program default.


• How to properly pay your bills, memorize or schedule them, and credit cards.


• How to enter your regular paycheck and deductions and/or additions and why entering your net salary is a mistake.


• How to set up, edit, modify, and assign categories to your transactions.


• How to set up, edit, modify, and assign tags to your transactions so you can track properties or track what each family member brings in and what is being spent on their behalf.


• How to link or assign your categories to the tax lines on your 1040, Schedule C, or other forms so you can use the program with TurboTax.


• How to run and customize reports that tell you how much you are making and spending and where it went.


• How to set up, edit, and customize a budget.


• How to customize your Quicken program including automatic backups when you exit the program.

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While I am able to solve about 99% of my client's problems or teach them, there are some that I can't. So I can't make any guarantees.

I can't guarantee that I will be able to fix your problems or teach you if they are due to the built in limits of your accounting, bookkeeping, or financial management software, operating system (for example, current versions of QuickBooks and Quicken work on Windows 10, 8, and 7 but not Windows Vista, XP, 95, 98SE, or 2000), financial institution, how you use third party software or hardware, exceeding the program limits of your program, network configuration, computer hardware such as not having enough RAM to run current versions of your programs, other computer software, or not having any of the previous updates to the latest release, version, or driver or your computer crashes, or expecting the program to do what it isn't designed to do.

I also sometimes can't fix issues when a client is not prepared for me or won't provide a company file to examine, screenshots of issues, and PDFs of problems. That means I expect you to have a working computer, keyboard, and mouse, Internet, sit or stand patiently as I explain and take notes, be up to date in your operating system, Microsoft Office if you have it, Intuit software, have current antivirus and malware software, and have sent me a list of what you want to accomplish at least 24 hours before I come out and have any additional agenda items printed for me. I appreciate having a glass of water handy at our working area as I do talk a lot.

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I am an Advanced Certified QuickBooks ProAdvisor with 52 five star reviews and one 4.9 (it's nice not to be perfect). Currently, I am ranked #1-2 on the Intuit Find a ProAdvisor site for Seattle or Greater Seattle depending on your zip code.

I am certified for QuickBooks for years 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, and 2007 which included Intuit's PC, Simple Start, Pro, and Premier (including Contractor, Professional Services, Nonprofit, Retail, and Manufacturing and Wholesaling), Online, and Mac versions.

I have been desktop advanced certified since 2011.

I was one of the first ProAdvisors certified for all three versions (Simple Start, Essentials, and Online Plus) of QuickBooks Online when Intuit announced that this certification would be available in 2012. I am currently Advanced Certified in QuickBooks Online.

I also have voluntarily obtained additional certification in Intuit's Point of Sale (versions 12.0, 10.0, 8.0, and 6.0) software for retail operations and Enterprise Solutions (ES) software (19.0, 17.0, 15.0, 11.0, 9.0, and 7.0) for mid-market companies.

In case you are wondering, Intuit did not offer certification tests for the Point of Sale (POS) versions 18.0, 11.0, 9.0 and 7.0 and Enterprise Solutions (ES) 18.0, 16.0, 14.0, 13.0, 12.0, 10.0 and 8.0) in between the ones listed above.

In 2014, 2015, 2016, 2017, 2018, and 2019, Insightful Accountant (formerly Intuitive Accountant) named me one of the top 100 QuickBooks ProAdvisors. The process started with a call for nominations, of which 270 were received from 65,000 eligible candidates, then a scoring based on multiple factors such as current ProAdvisor status, number and quality of Intuit certifications (I have all of them including the difficult to obtain Advanced Certification which less than 11% of my peers have earned as it requires being certified in the last three years of QuickBooks products), years certified in Intuit products, and number and rating of client reviews and finally an open vote in which over 2,000 of my peers voted. After all of this was completed, Intuitive Accountant staff compiled the scores and I was one of the 100 who earned this award including three others from the Greater Seattle area.

I am also one of 740 Sleeter now Accountex Group Certified QuickBooks Consultants. Certified Consultants have been trained and tested on QuickBooks assuring that they have the knowledge and skills required to help your small- to medium-sized business. Each Consultant's profile indicates the accounting services they perform and the products they support. There are only a dozen in Western Washington. I can also provide bookkeeper, QuickBooks, and controller tests at no charge to my clients to use to test prospective employees.

I currently have QuickBooks Premier Accountant 2020, Enterprise Accountant 20.0, Point of Sale Multi-store 18.0 aka 2018, 12.0 also known as 2015, 11.0 also known as 2013 and earlier versions and Quicken Home, Business, and Rental Property Manager 2019 on my computer and Quicken 2019 for Mac on my MacBooks Pro laptop and have been reading blogs or attending webinars on using the former three. I also have downloaded QuickBooks for the Mac 2019 (there was no version produced in 2018 and 2017), 2016, 2015, 2014, 2013, 2012, 2011, and 2010 and attended webinars on how to use QuickBooks for the Mac better for my clients.

I also have the Accountant's version (which is a higher and more useful version of Pro and Premier) for 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, and 2007 versions as well as Point of Sale 11.0, 10.0, 9.0, 8.0, and 6.0, and Enterprise 19.0, 18.0, 17.0, 16.0, 15.0, 14.0, 13.0, 12, 11, 10, 9, 8, and 7.

I also have QuickBooks Pro 2006 that I use to convert my PC clients using antique, err I mean older (2005, 2004, 2003, 2002, 2001, 2000, 1999, 6.0 and earlier) products in XP, Windows 2000, Windows 98SE, Windows 98, and Windows 95 to more current QuickBooks software versions running in Windows XP, Vista, 7, 8, or 10 (my experience is that one needs to use 2006 as a bridge from 2005 or earlier as the database structure changed from a flat database to a relational).

I like using the new Quicken mobile app to record my personal and business expenses when I am in the field on my Android dumbphone and iPad or Android tablet when I am traveling.

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I am a member of Intuit's (the folks who make TurboTax, used to own Quicken, and QuickBooks to name a few products) Accountant, TurboTax, Small Business, and Quicken's Inner Circles which advises the company on ways to improve their products and make them more consumer friendly (gasp!).

I pointed out a bug in an older version of QuickBooks Pro and suggested a programming code change to fix it. I also have made over 29 product suggestions to Intuit over the last five years.

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I attend annual accounting solutions and accounting conferences. I have accummulated over 28 voluntary CPEs in 2018, 24 in 2017, 32 in 2016, 26 in 2015, 39 in 2014, 44 in 2013, and 52 in 2012 to stay informed on the software I use and related third party applications, trends, and developments. I don't see how I can help you if I am uninformed.

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I have worked with Peachtree and have it on my machine, have been certified in Xero, am listed on the Wave partners page, have worked with iBank4 for the Mac and Mint, and am familiar with AccountEdge, Freshbooks, Kashroo, Outright, and Money (of blessed memory).

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File Storage: DropBox for folks who need a place to store and share files;

Remote Access: QBox and MyQuickCloud for clients who want to be able to share and access their company file remotely;

Inventory Management: Fishbowl, ACCTivate, AO (Rapid) Inventory, and MISys for inventory issues faced by my complex manufacturing clients and OrderTime for folks wanting a cloud inventory and order management system;

eCommerce Add Ons: Agiliron, BigCommerce, Webgility, and OneSaas for my ecommerce clients;

Shipping Management: 71lbs to track accurate shipping costs and ShipStation to process and mail your received orders;

Accounts Payable Management: Bill.com, Bill&Pay, and BillQuick, for companies that want to integrate their A/P;

Accounts Receiveable Management: Invoice Avenue, Freshbooks, and FG Receivables for companies wanting to improve their A/R;

Billable Time and Expense Management: TSheets for time tracking and scheduling, and On the Clock (free for 1-2 employees);

Home Depot Card Imports: Hammerzen. I recommend it to my contractor clients.

Sales Tax Tracking: Avalara, Taxify, and TaxJar for online merchants and businesses that sell in many locations;

PayPal integration: Big Red and BayState;

KPI Reporting: ProfitSee, ProfitExperts, and Corrigo;

CRM: Method, Salesforce, and Demandforce;

Field Service Management: HandiFox and Corrigo (for companies that send their employees out on jobs in the field);

Online Scheduling Services: TimeExchange and TSheets;

Project Management: Mavenlink;

Overseas Money Transfer Services: Veem, TransferMate, and Transferwise for folks who send and receive foreign funds and want to avoid bank fee$;

Hosting: Their are 14 approved hosting services for hosting your QuickBooks file. Each offers their own unique services and prices;

Scanning: Neat and Canon scanners for folks who want to scan their receipts and add them to their software;

Prepaid Spending Cards: Bento, Pex, and NetSpend

W9 Requests and 1099 Forms: Whiskey 9, Tax1099, and QuickBooks Online (built in under workers);

I also use iDrive to back up my computer and RoboForm for storing passwords and filling in web page forms on all browsers.

Please contact me before purchasing unlinked applications as I may be able to get you a discount. I recommend that you make up a flow chart of what you want to accomplish and how you are currently processing an issue outside of QuickBooks.

If your Pro file is over 100 MB, Premier is over 151 MB, and Enterprise is over 500 MB and you are having performance issues, I can refer you to one of two highly recommended QuickBooks consultants and experts to shrink your file. I also know a good person for custom integration issues and two others for advanced reporting for QuickBooks Enterprise.

Other services I provide are introductions to funding sources such as Fundera,

Besides helping over 1,373 businesses in the last 12 years, I taught seminars or classes in the "Ten Things You Need to Do to Set Up Your Start Up's Books Correctly" at the quarterly Renton Almost Free Biz School and accounting and bookkeeping fundamentals at the Six Hour Start Up Conference.

I have also been asked to teach classes at Seattle Central Community College and Bellevue College (formerly Bellevue Community College). I was the subject of an article Spotlight on a QuickBooks Instructor: Teaching Small Businesses to Fish on the TeachStreet Blog. TeachStreet was a web site that brought together local teachers and inquiring students.

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I have a City of Seattle business license, am registered with the Washington State Department of Revenue and the Secretary of State (as a corporation.)

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I am also a Better Business Bureau (BBB) Accredited Business You can click on this link to see a BBB report.

I was also nominated for the City of Seattle Mayor's Small Business Award in 2009.

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I have a Bachelor's degree from the University of Iowa where I was on the Dean's List. I completed two years of law school at Seattle University where I was nominated to be the graduation speaker nominee before I "escaped".

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For about two and a half years, I was the former operations and office manager with a "cents" of humor for Stuart Silk Architects, recipient of 9 AIA Awards that did around $2 million a year in business at the time I was with them, had 15-18 employees, and a 22-30% profit margin. I was responsible for the company paying for the employees health insurance starting on their first day. If you want to know why I thought it was in the company's interest to do so, please contact me.

During my two and half years with the professional services firm, I was invited to speak about my experiences with QuickBooks and office management issues including payroll at my professional association's national convention.

Previously, I was a career temporary (administrative assistant) for seven years, securities arbitrator, real estate agent, VISTA volunteer for Solid Ground (formerly Fremont Public Association), and patient financial and collections representative for the University of Washington and Harborview Medical Center (I helped people with their bills and wrote off $900,000 of them) and am an Outward Bound graduate.

All you have to gain and support your self-confidence and self-respect by making your bookkeeping and accounting software program work for you, instead of the other way around. My goal is to help teach you how to make your own financial bread for yourself and work myself out of a job except for regular checkups (and hopefully, lots of referrals from you!)

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I currently serve on the board and as Treasurer of Ravenna Woods, a 39 unit FHA approved creekside condominium association (with units occasionally coming up for sale, hint, hint) in Northeast Seattle from 2008 to present and served as Treasurer of the Seattle Community Network Association from 2013-present.

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I sometimes hike without the ten essentials, smile, enjoy riding steam trains, visiting historical museums and towns, used to like the Dirk Pitt books, rarely met a two for one Entertainment, Chinook Book, or Passport Dining coupon that I didn't like and tip 20% on the original amount, and shopping in sales tax free Oregon.

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My clients have included the following industries: 280e regulated, 420 or 502 type businesses, advertising agencies, adult family homes, adult entertainer (burlesque), agriculture, AirBnb, apartment management, architecture, attorneys, automotive repair, bakery, bar, bookkeeping, book stores, builder, cannabis, catering, cemetary, child care, chiropractor, church, computer and/or software development, cleaning services, construction and/or contractors (including job costing and using payroll), consulting, coffee shop, delivery, dental, design, distribution, DJ, ecommerce, education, condominium homeowners association, electrican, engineering, entertainment, ESL education, ethnic based organization, farming, financial services, fine shirtmaker & clothier, flower shop, food shop (frozen yogurt), framer, golf course, government agency, guardianship, HVAC, hair stylist, health, home health care, homeowners association, hospitality, importer, Indian tribe, industry association, insurance, IT services, kitchen (commercial), landscaping, lawn care, law firms, legal, manufacturing (including inventory issues), marina, marine, marketing, medical, massage, motion picture industry, museums, naturopath, non profit, plumber, property management, real estate and/or development, religious institutions, remodeling, restaurant, retail, roofer, salon (beauty or hair), school, seafood, staffing, storage, tattoo shop, telecommunications, therapists, transportation, vacation rental, video production, virtual administrative assistant, web development, wholesaling, window washer, winemakers, wholesale, and youth clubs. I don't discriminate by your industry.

I also support individuals who use either Quicken or QuickBooks to track their personal finances.

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I usually serve the following cities and towns in Western Washington: Algona, Auburn, Bainbridge Island, Bellevue, Bellingham, Black Diamond, Bothell, Burien, Brier, Carnation, Clyde Hill, Covington, Des Moines, Duvall, Edmonds, Enumclaw, Everett, Fall City, Federal Way, Granite Falls, Index, Issaquah, Kenmore, Kent, Kirkland, Lake Forest Park, Lake Stevens, Maple Valley, Marysville, Medina, Mercer Island, Milton, Monroe, Mountlake Terrace, Mt. Vernon, Mukilteo, Newcastle, Normandy Park, North Bend, Olympia, Pacific, Puyallup, Ravensdale, Redmond, Renton, Richmond Beach, Sammamish, SeaTac aka Sea Tac, Seattle, Shoreline, Snohomish, Snoqualmie, Sultan, Skyway, Skykomish, Stanwood, Tacoma, Tukwila, Vashon, Vashon Island, White Center, Woodinville, and Woodway.

Areas outside King and Snohomish County or more than a half an hour driving time from my residence may be subject to travel time, mileage both ways (at standard IRS rates) and applicable actual bridge or road tolls, parking, and ferry charges each way depending on the services rendered, when I come out, and how long I stay.

I am also willing to go to Bremerton, Gig Harbor, Poulsbo, Port Angeles, Port Orchard, Port Townsend, Sequim, Shelton, Silverdale, Portland, and Vancouver (BC).

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And as for the question you've been wondering while you were reading this (very long, detailed, and informative according to some clients, a sleeping pill to others) web page, as an Advanced Certified QuickBooks ProAdvisor in both desktop and online (less than 11% of ProAdvisors have earned that dual distinction), certified in 12 years of QuickBooks products, with over 19 years of experience using QuickBooks overall, and additional voluntary certification in Intuit's Point of Sale (POS) and Enterprise software (fewer than 5% of ProAdvisors are certified in all of Intuit's products), with 53 reviews on the Intuit Find a ProAdvisor website, 14 recommendations on LinkedIn, 17 five-star reviews on Yelp rhymes with whelp (and 13 filtered, sigh), and five on Angie's List where I received their Super Service Award, Facebook, and the Better Business Bureau, and three on Thumbtack, Google, and Nextdoor, a former "COO", and comfortable with both the PC and the Mac, I offer you three ways to use my experience helping others like you and my knowledge.

First, if you aren't sure how much time you will need or if you have a particular problem, or want me to help set up your start up company's books, review what you have done (doing it yourself does not always mean you did it right, why take the chance?), support, and bring my one-on-one class to train you in any version or year on an hourly basis for $150 with a three hour minimum plus travel time both ways and quarter hour increments rounded up thereafter as I can come to you in Greater Seattle (usually defined as most of King and Snohomish Counties).

Travel time is waived if you come to me and the minimum is reduced to two hours. It is only far to give you a break for traveling to save money.

Training can be for up to two persons from the same company or household at this hourly rate. Please make sure we have adequate room to work. I recommend having plenty of space to the left of your work place since I will be sitting on your right.

I reserve the right to require more time if I feel that your problem or the issues that you need to be solved require that additional time so you can learn how how to fi$h for yourself (or make Tofu if you are a vegan, smile), the freedom to sleep at night, and count dollars instead of sheep.

Enterprise Solutions software customers are required to name me their Solution Provider with Intuit before I can work on their file or advise them. I will provide the form and file it with Intuit. It doesn't change your Full Service Plan. It does give your priority over my non-Enterprise customers if you have problems and it also makes you eligible for my lowest consulting rates for this software subscription.

I charge for any and all Quicken and QuickBooks advice, accounting, tax, and bookkeeping support, technical support, advice, or recommendation of any software or hardware products, computer support or help, product demonstrations (although I credit that time against the normal or regular purchase price if you buy from me or future consulting time), purchase advice, network assistance or support, research, in person meetings, advice, and telephone, chat, and e-mail consultations after the intial telephone or e-mail consultation or session or our sessions. I sometimes waive these charges when you have obtained Intuit software, payroll, merchant account or other products through me.

Billing is done by the quarter hour rounded up. I do not permit the audio or video recording of our sessions except as a different ability a.k.a. disability accommodation.

Second, if you don't want the hassle of going out and buying the software and want me to come out and show you how to install it and/or correctly upgrade from an earlier version and provide three consecutive hours on the same day of set-up, review, support, and/or training, then I can provide this time and a free copy of the most current QuickBooks Pro for the PC or the Mac for $695 and any version of Premier (I recommend the Accountant version, ask me why) for $795 plus a free application for Intuit's no monthly fee or minimum credit card processing to have for when clients "forget" their checkbook. I pay the cost of the software and sales tax. You are responsible for travel time both ways if I come to you. Additional hours are $150 an hour rounded up to the nearest quarter hour.

Or third, you can pay me $1,995 plus travel time both ways as noted above, tolls, or parking fees and get one year of unlimited e-mail (preferred), phone, and in-person support, help, training in using the programs and one-on-one classes for each person using one company file in any version of QuickBooks or up to two people residing in the same household using Quicken. You can also come to me and save on travel time.

One thing I do is allow my clients and I to try each other out and then apply that first or second session to that annual fee if we both agree that it would be a good fit and choice financially. However, I do not offer this special until I have worked with you.

Direct accounting or bookkeeping help, state or federal tax preparation or advice, payroll, credit card processing, and third party applications or providers are not part of this "unlimited" special as those last three providers provide their own support and the purpose of this special is to show you how to use your program and not do your work.

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Cancellations with less than 72 hours of telephone and e-mail notice and not rebooked at that time will be subject to a charge of one hour ($150).

The reason for this is when you book your appointment, I then tell other clients I am not available at that time and some go elsewhere because they have an urgent issue. I then lose money if you don't follow through. You expect me to show up. So do I.

Because I believe in customer service, I am available evenings and weekends if you work during the day. I am sometimes willing to travel throughout Western Washington State. Same day appointments are sometimes available. References gladly exchanged.

Post service support by e-mail (preferred as I frequently find my clients solve their own problems when they write down their issues or problems) or telephone assistance is billed out in quarter hour increments.

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If you're not convinced by now that you should hire me, please consider this argument.

You can spend 12 hours of unbillable time learning (maybe) how to do it yourself. Or you can have me come over for a quarter of that time and use my specialized knowledge, skills, training, and advanced certification to bring my one-on-one class and customized training to you to help, support, and train you in QuickBooks or Quicken.

That means you now have 8 hours to spend making money. I don't repair my car, sew my own clothes, or fix problems in my condo. I hire people who know more than I do to fix my problems and do it in less time.

Shouldn't you?

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Payment is expected at the time of service either from the company whose company file I am working in or the person hiring me who can be reimbursed by their company. A Receipt for Services will be e-mailed to you.

Unless I know ahead of time, I charge a $25 invoice preparation fee if I have to wait for your payment. I do understand that some companies require an invoice before making out a check and can waive that fee with advance notice. I just need to know your procedures.

I take cash, checks, Intuit Payment Network through your bank account, your first born (just kidding), and American Express, Mastercard, Visa, Discover, and PayPal if you pay additional credit card processing fees of 2% for swiped and 4% for unswiped (sorry, if you want those miles, you have to pay for them) for the latter five.

Partnership Program

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206-789-8328 (if you leave a message, please let me know how you found me)


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