Student Favorite
Jeff W.
Student Favorite
Teaching Locations:
Online
Teacher's Studio
Student's Home
Teaching Locations:
Online
Teacher's Studio
Student's Home
Levels taught:
Beginner, Intermediate, AdvancedI can cover all the topics including setting up your company file and building a chart of accounts, navigating the home page, setting up your products & services (items), and using QuickBooks lists & forms to record sales and manage expenses.
I will cover receiving payments & paying bills, managing accounts receivable & accounts payable, reconciling bank & credit card accounts, and generating the financial reports you need to analyze your business.
About Jeff W.
I have been working with QuickBooks for 15 years and really enjoy sharing my knowledge with others. In addition to teaching on TakeLessons, I run a successful accounting firm with an awesome team working with a broad variety of businesses. I teach introductory classes on QuickBooks through the Small Business Centers at 3 local community colleges. I also own a coworking space called BizHub. I love QB and I am constantly researching and learning new techniques for the various industries to make the process easier and more efficient.
We all are well versed in Zoom these day and i also use Splashtop and QBox daily to work with clients all around the country. Take Lessons also has a classroom that works great!
If you can find the time - we can make it happen. I try to be very accomodating and flexible so lets chat and see what works best for your situation.
For Desktop - I use Splashtop to remote in to your computer.
For QBO - You can go to the Gear and click on Manage Users and Invite Accountant and enter my email and name and we can easily work together.
It would be my pleasure to work with you and teach you how to efficiently use QuickBooks.
Reviews
Write a Review
Teacher's Studio
Very helpful!
Online
Wanted to learn how to reconcile. We have a start, but guess we expected more teaching vs. reviewing our account.
Online
Great teacher. To the point. We addressed all of my questions.
Online
Jeff is great- good demeanor, very helpful and patient
Online
Really awesome.. 30 min and we jumped right in. Got alot of insight and learning and will be back again to work with Jeff. Its so nice to have someone to call for random problems.
Online
Jeff is extremely knowledgeable, makes it easy to understand the sometime complex QB, and is a great listener.
Online
Jeffrey was outstanding! His knowledge of QuickBooks is A+ and his delivery of the material was exceptional! Thank you Jeffery for an amazing lesson!
Online
Great initial lesson, easy to work with and looking forward to becoming proficient in Quickbooks!!
Online
He was very knowledgeable and helpful. He was able to answer some complex QuickBooks Online questions.
Online
Jeffrey is very helpfull. He knows what he is doing.
Online
Really could not possibly be more pleased.
Outstanding, outstanding in every way.
Online
I am very happy that I chose Jeff. His knowledge of Quickbooks is fantastic but what is even more important is his that he goes way above to make sure you understand the topic. I got way more out of my one hour lesson than I would have imagined. Thanks Jeff.
Online
Looking forward to go forward in my business.
Online
Very thorough and knowledgeable! I learned a lot in an hour!
Online
Jeffrey was very helpful. He gave clear answers to my questions. Jeffrey was polite, listened to my concerns and questions and has a very friendly southern accent. The next time I need help with Quickbooks I will definitely ask for Jeffrey!
Online
Awesome call:) Jeff walked through everything in detail and made it much easier to understand:)
Online
Jeff went above and beyond to help me figure out my quickbooks income categorization and reconciliation! He was great and would highly recommend !
Online
Jeffrey is very knowledgeable and patient. He has excellent listening skills and responded appropriately to all of my questions. We get a lot accomplished. I would definitely request Jeffrey again, should I need further help. Thank you!
Online
Jeff was very knowledgable and provided the instruction I needed to get the books for my new business up and running.
Photos & Videos
18 Photos & Videos
Experience
Certified Advanced QuickBooks ProAdvisor
Jan 2008 - Presentqualitybookx
Owner
Education
Associate in Applied Science
Sep 1977 - May 1979Gaston College
Languages
English
Fluent / Native Proficiency
Certifications
Advanced QuickBooks ProAdvisor
Sep 2015Intuit
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