About Us

Over the years, I’ve seen a number of successful business owners who simply did not know how to use QuickBooks to generate the reports necessary to understand their business at-a-glance. I’ve worked with these owners to help them gather and enter the data efficiently; to generate valuable reports that enable them to continue doing what they need to do to run their businesses.

As a small business owner, I understand the challenges when it comes to keeping up with financial reporting. I have owned my own CPA practice and have been a Pro-Advisor since 1998. While I may bring a sense of humor to the training programs from time to time, my commitment to you is professional, serious and genuine.