FAQs
- What education and/or training do you have that relates to your work?
Yes. Intuit offers continued professional education training through their Pro Advisor program. In order to remain certified, I must take these courses each year. Additionally, in an effort to ensure that I am educated on any new accounting policies, I attend CPE courses through the AICPA and TXCPA societies.
- How did you get started doing this type of work?
I grew up with parents who were small business owners. My mother handled the bookkeeping for my father's business and I grew up seeing first hand how important accounting is to the viability of a business. I enjoy numbers and get much satisfaction from accurate records, as well as checks and balances. I suppose I never really decided upon accounting, but rather it has always been a part of me. My mentality is that everything has a place and everything must be in it's place.
- What types of customers have you worked with?
The most common service I offer is QuickBooks software training and setup consultation. The second most common service is customized bookkeeping assistance for businesses that already have someone handling the day to day input of records. I come alongside the employee and assist on a weekly, biweekly, or even monthly basis to ensure that the proper reports are being run, data is entered correctly, and to assist with technical accounting questions.