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Do you work with Quickbooks?

Yes, I support Quickbooks Online (not Desktop) and I’m a Quickbooks Online Certified ProAdvisor. I’m also very familiar with many of the other online accounting systems, I just find Quickbooks the most robust.

What kind of clients do you work with?

Any small business who is looking to grow and is willing to learn about accounting. You can have any type of business – product, service, combo – in any field, but it’s most important that you’re passionate, honest, kind and growth-oriented. Admittedly, I have a soft spot for creative businesses!

Tell me about your experience.

Sure. I have a Bachelor of Science in Accounting, and have worked over 8 years in public accounting and private accounting, for small companies and big companies. I’m a two-time entrepreneur and work with the Oregon Entrepreneurs Network as a coach for their annual Startup Series. You can learn more about me on my About page.

So you’re a CPA?

I was a CPA. I studied for and passed the exam in the state of California. But maintaining your status requires maintenance plus residency in that state and it seems the CPA status is needed mostly in firms and to do taxes (more on taxes below). So I’m a non-CPA with all the CPA knowledge.

Can you do my taxes for me?

I barely want to do my own taxes. I recommend you work with a certified tax accountant or CPA for your tax filing. I can help get your books in tip-top shape for your tax reporting, but will not file them for you.

Do you have payroll experience?

I do, in the way it is booked and integrated into your overall accounting system. I do not set up or administer payroll, and I highly recommend you utilize a specialized payroll individual or company, because penalties are steep if you get it wrong.

I have a deadline coming up. Do you do rush work?

Sure do. I offer it at a premium rate, at $95/hour, and since I’m very thorough and know my stuff, I’m well worth it.

How do I know if we’re a good fit?

If you’ve read through my website and want to learn more, I offer a free 15-minute phone consultation so we can have a real person-to-person conversation. Book with me right now, using this handy button.

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