QuickBooks Services

QuickBooks is the most common accounting software for small businesses.  It can be very simple to set up and start using quickly.  However, because most people do not have the understanding of how all of the pieces work together, it is quite common to get unexpected results OR not to be able to get the information you want and need to run your business.

There are essentially three (3) software options: QuickBooks Desktop (with several versions, QuickBooks Online (with several versions) and QuickBooks Self-Employed.

I can help you to select the best version for you and your business!  Additional services include:


I will provide assistance with installation and configuration of your QuickBooks company tailored to your specific business needs.  It is very easy to start using QuickBooks and not realize that something was set up that results in unintended consequences – unusual reports/information.

Putting the pieces together Business man and business woman working in office


Are you using QuickBooks, QuickBooks Online or QuickBooks Self-employed to its full capacity? do you need to know how to enter transactions and track information for your specific business? Let me help you learn how to do that. Many times people just do not realize that they are not necessarily using the software in the best way.


Do you need to prepare for year-end taxes? Generate reports for a loan application? or Get things cleaned up for an audit? I will assist you in ensuring that your financial statements give the best representation of  your business/organizations and are in compliance with Generally Accepted Accounting Principles (GAAP)

Personal Finances

Additional Resources

CALL Now to Schedule Your FREE Initial Consultation (760) 328-6669

Your Certified QuickBooks ProAdvisor!

See my ProAdvisor Profile

QuickBooks Online ProAdvisor Certificate QuickBooks Advanced ProAdvisor Certificate QuickBooks Enterprise ProAdvisor Certificate QuickBooks Point of Sale ProAdvisor Certificate
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