I know how to help you because I’ve been in your shoes. In my work traveling the country teaching QuickBooks Online, I have learned that many of you struggle with the same things I have: developing the processes to efficiently run and scale your practice.
My perspective is fueled by my the experience working at firms of all sizes, from my one-person bookkeeping shop to an organization of nearly 100 people. I even spent time at one of the Big Five.
Regardless of the size of the organization I worked in, I used technology to transform my workflow and processes. As I found solutions that made life easier for me and my clients, my business grew. My workflow made it easier to hire and train new employees. Now my passion is helping you.
My qualifications span nearly 20 years. As an Enrolled Agent, authorized to practice before the IRS, I have insight into how to provide tax clients with the service they desire. A ProAdvisor since 1999, I am also part of the Intuit Trainer/Writer Network. I have Co-authored the QuickBooks Online and Desktop Advanced Certification training and exams. I have been named as a Top 100 ProAdvisor by Insightful Accountant Online Magazine in 2014, 2015, 2016 and 2017. I was awarded the 2017 QuickBooks Online ProAdvisor of the Year by Insightful Accountant.
Contact me today. I can’t wait to see what we can achieve together.