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QuickBooks with Jeff W.

Shelby, North Carolina

4.7
(37)
Background check
Teaches online
Teaches all skill levels
Age: 18+
Speaks English
Teaching since 2006
Associate in Applied Science
  • Student Favorite
  • 2 Repeated Students

QBO - QuickBooks Online 1:1 Training - Advanced Certified

I have been providing QuickBooks Training and Support to students using the TakeLessons platform for over 10 years. I enjoy the challenge of taking a Newbie to a Pro quickly. I stay up on my skills by also running a busy AltAccountant Firm (no tax) that specializes in QBO Training and Cleanups day-in-day out. My team and I also do a lot of compliance - reconciling accounts and payroll. I have experience working with QuickBooks Desktop and QuickBooks Online clients in a variety of industries. I would love to help you! I can offer a complete introduction to the QuickBooks line of products (QuickBooks Desktop and QuickBooks Online) or help you resolve some issue that has you stumped and confused. I am also available to take a mess and generate quick, accurate and insightful financial reports. I am a reseller of the QuickBooks line of products and can get Discounts to pass-along to save you money. . I am knowledgeable on all major 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 can 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.

Instructor details

Location:
Teacher's Studio
Teacher's Studio
SEE MAP
N Lafayette St
Student's Home
Student's Home
Teaches Online
Teaches Online

Teaching Hours

Monday
7 AM-4 PM
Tuesday
7 AM-4 PM
Wednesday
7 AM-4 PM
Thursday
7 AM-4 PM
Friday
7 AM-4 PM
Saturday
7 AM-4 PM
Sunday
12 PM-5 PM
Times are shown in your local timezone (UTC-08:00) Pacific Time (US & Canada)
Pricing
15 minutes
$50
60 minutes
$175
180 minutes
$500

About Jeff W.

4.7
(37)
Do you need help mastering QBO or Desktop? I have been working with QuickBooks software for 18 years and teaching with TakeLessons for over 10 years. I really enjoy sharing my knowledge with others. In addition to teaching on TakeLessons, I run a successful accounting firm with the help of an incredible team. We serve clients every day and have experience in a broad range of industries. 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 or we can use the QBox platform to share. 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.
ReviewsWrite a review
5
92%
4
3%
3
0%
2
3%
1
3%
4.7
37 Reviews
Sandra
Online
Excellent instructor !! Very easy to understand.
Posted Apr 17, 2024
Patchus
Online
I really enjoyed my lesson with Jeff, and I will probably do several more lessons. It was very easy to schedule my appointment. I sent a message to see if he could assist with my list of questions. He responded very quickly, and he was able to assist me immediately. I am new to QuickBooks online and he was patient and very knowledgeable. The best part about having private lessons is I can ask questions related to my issues. I watched several videos and there was always a piece missing in the directions. Jeff was able to walk me through the steps.
Posted Mar 21, 2024
Emily
Online
Jeff was very patient and easy to understand. I am planning on continuing to take lessons from him.
Posted Mar 12, 2024
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Experience

Certified Advanced QuickBooks ProAdvisor

Jan, 2008 - Present

qualitybookx

Owner/Principal Consultant and Trainer

Education

Associate in Applied Science

Sep, 1977 - May, 1979

Gaston College

Certifications

Advanced QuickBooks ProAdvisor

Sep, 2015

Intuit

Languages

English

Native Proficiency

Private Lessons

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