How I can help

Services Provided

  • Computerize your bookkeeping in Quicken
  • Maintain Quicken by posting/downloading transactions, categorizing them and reconciling accounts.
  • Quickbooks Online support; QBO Certified ProAdvisor
  • Prepare checks or online payments
  • Prepare deposits
  • Teach you how to use Quicken/Quickbooks Online
  • Run any requested informational reports
  • Coordinate with accountant, financial planner or attorney
  • Intake of mail
  • General organizing services
  • File creation and maintenance
  • Personal Assistant

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