Bookkeeping Expert 502993 CA(S)

Expertise Description

I have more than 25 years experience in the field of Bookkeeping with expertise in Quickbooks. I have experience with providing bookkeeping and software training to small businesses and law firms. I am a seasoned bookkeeper with in-depth knowledge of QuickBooks including advanced features such as chart of accounts setup and modification, invoicing, sales tax, classes, budgeting, items and inventory. I have a strong grasp of accounting principles and financial reporting, and in-depth knowledge of client trust accounting rules.

Areas of Expertise

Consulting Experience

My consulting experience includes teaching business owners and their staff to use QuickBooks correctly and efficiently, and bookkeeping.

Professional Experiences

My professional experience includes Owner of a bookkeeping consulting firm with prior experience as a Senior Staff Accountant, and Trainer/Staff Manager/Legal Secretary.

Relevant Experiences

I have been certified by Intuit since 2008 as a ProAdvisor. During that time, I have worked with at least 50 different QuickBooks files, sometimes doing the bookkeeping myself, sometimes training, and sometimes troubleshooting QuickBooks problems.


M.B.A.Anderson Graduate School of Management (UCLA)
B.A.HistoryUniversity of California Los Angeles

Licenses Certifications

Awards & Affiliation