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Credentials

  • Certified QuickBooks ProAdvisor
    Intuit
    Jan, 2003
    - Sep, 2024

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • President
      • Apr 2015 - Present

      Accounting & tax services and support for QuickBooks accounting software. Certified QuickBooks ProAdvisor since 2003.Individual and Business tax preparation. Accounting & tax services and support for QuickBooks accounting software. Certified QuickBooks ProAdvisor since 2003.Individual and Business tax preparation.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Accountant
      • Aug 2017 - Present

      Part time accountant preparing financials, business & individual tax returns and performing QuickBooks support and training. Part time accountant preparing financials, business & individual tax returns and performing QuickBooks support and training.

    • United States
    • Accounting
    • Accountant
      • Aug 1989 - Apr 2015

      Preparation of Individual, Corporate & Partnership tax returns, sales tax, and payroll tax. QuickBooks and Peachtree (Sage) accounting software support. Compilation of annual and interim financial statements. Preparation of Individual, Corporate & Partnership tax returns, sales tax, and payroll tax. QuickBooks and Peachtree (Sage) accounting software support. Compilation of annual and interim financial statements.

    • Secretary
      • 1981 - 1983

Education

  • Wilmington University
    Bachelor’s Degree, Accounting
    2002 - 2005
  • University of Cincinnati
    Associates, Accounting
    1986 - 1988

Community

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