Have Questions? We've Got Answers...

I offer sessions in 15, 30, and 60-minute intervals. Click Here to schedule a call.

Yes! Please book a virtual chat / Discovery Call appointment.

I teach QuickBooks Online, QuickBooks Desktop and QuickBooks Enterprise. If you need a referral for an expert for another software, please let us know.

No, but I’ll gladly send you a few referrals for tax preparers, all you need to do is ask.

Yes! My blog and YouTube Channel are both available for you at any time. I also have a list of resources, many of them free.

A bookkeeper records money in and money out, categorizing them into the correct general ledger accounts, reconciles against the bank statements, and generates financial statements for management to review.

A tax preparer files the federal taxes and sometimes the state and local taxes.

An accountant is a generic term for a person who provides bookkeeping and/or tax prep.

NOTE: A certified public accountant is a person who has passed a rigorous state exam certifying their knowledge in accounting. A CPA isn’t always a tax preparer and a tax preparer isn’t always a CPA.

All training is provided by Rachel Barnett. Rachel Barnett has been a QuickBooks user since 1995. She’s been a QuickBooks ProAdvisor since 2012, and has been named an Insightful Accountant Top 100 ProAdvisor every year since 2020.

I’ve been a QuickBooks user since 1995 and working with a large variety of small businesses on a full-time basis for the last 10 years, there are very few accounting situations I haven’t seen but we should meet for a virtual chat to talk about your specific situation to be certain I’m the right fit.