Student Favorite
Jeffrey 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, AdvancedDuring this crazy down time, it's a perfect time for you to learn a new skill and also for me to teach others.
I love QuickBooks! I have over 15 years of experience working with multiple clients and all types of businesses. I offer a complete introduction to the QuickBooks line of products (QuickBooks Desktop or QuickBooks Online). I 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 Jeffrey W.
I am a certified Advanced QuickBooks ProAdvisor with 15 years of experience using the various QuickBooks products (Desktop - Pro, Premier, Enterprise & Accountant) and (Online - Simple Start, Essentials, Plus & Advanced) and Payroll for QBO and DT.
I also lead seminars on QB at 3 local community colleges. In addition to handling 30-40 regular clients a month, I 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 more efficient.
I can easily remote access into your desktop or online account and give you a hands-on training session at your convenience.
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
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
9 Photos & Videos
Experience
Certified Advanced QuickBooks ProAdvisor
Jan 2008 - PresentIntegrity Bookkeeping Services
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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