No matter who you are, there’s a place for you here.
Fill out this survey to get on the list for In-Person Classes or Individualized Coaching
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In-Person Classes are held with a minimum of 5 and a maximum of 10 other students. Tell me more about your schedule and we’ll get you connected to an in-person class. Click Here.
One-on-one coaching is an individualized session to get you moving in the best direction for you and your company. No need to wait for a class or sit through generalized instructions. Click Here to tell me more about your goals.
Coffee is a must. If you want to schedule a 30-minute coffee date or lunch meeting just to talk about business and inspire one another along the way click here.

No Experience
They say ignorance is bliss but I know I need to learn the basics and I’m ready to take on a new challenge. I don’t want to wait any longer! But I don’t know where to start. Which version of QB should I use?

Beginner
I have QuickBooks already. Now What? I purchased the software and set up the chart of accounts. I’m not sure where to go now or what to do on a regular basis but I’m ready to dive in.

Competent
I’ve been using QB for a little while and I’m comfortable with several areas but I know I could be doing more with it. My business is growing and I want to stay ahead of the changes.

Advanced
I’m pretty familiar with the software and use it regularly. I could even teach someone to do what I do if I needed to step away for vacation. But who are we kidding … I bring my laptop to the beach! Payroll won’t run itself!

Proficient
I’m a problem solver and know my way around QB. Each new challenge is a great motivator to find new solutions! I’m sure there are tricks and tools I don’t know about yet, but I’m confident the answers I need exist out there!

Expert
I’m just here to spy on you. I’m an amazing leader and excellent at what I do. I’m here to find out if you know what I know that you know what I know… we should definitely have coffee!