The ideal customer is a business determined to succeed. The most successful clients invest in their businesses, get set up right, maintain their financial information and use it to gain insight so they can focus on their vision.
An ideal referral partner is:
a Certified QuickBooks ProAdvisor who specializes in inventory management and manufacturing, restaurants, and e-commerce
a CPA who is knowledgeable, responsive and provides advisory services
All businesses and not for profits track money in and money out. How they do it is a choice - with stress, missed deadlines OR with ease, reliable reports and proactive decision making. My promise: help small/medium organizations run better without speaking Accounting!
I build the financial infrastructure by selecting and customizing software solutions for each client's unique business and industry. I am able to obtain significant software discounts for my clients. I provide easy-to-follow workflows. My goal is to save both time and money while providing invaluable insight. I support my clients with set up, clean up, training and on-going guidance.
My qualifications include Advanced Certifications in QuickBooks, APPs that unleash the power of QBO. I have an MBA and was the Senior Program and Budget Analyst at the Federal Reserve Board.
Client Reviews available at http://proadvisor.intuit.com/quickbooks-pro/les...
My journey to becoming a QuickBooks expert was not direct.
When I was 5, I did not say “SOMEDAY, I WILL GROW UP TO BE A QUICKBOOKS ADVISOR!” My interests were in languages; I believed that languages were the way to build better bridges.
Now, being a good translator actually comes in pretty handy working with clients. Particularly when translating between clients and their CPAs.
Over the years my jobs and volunteer work put me in a position to witness the failure of banks, businesses and non-profits. In contrast, my family business was incredibly profitable. Our 'secret sauce' was something that could be shared. So, when we sold our business, I had the opportunity and determination to help other small / medium organizations succeed.
