Keith Gormezano BGS, Advanced Certified QuickBooks ProAdvisor (desktop & online)

Keith Gormezano Quick Facts

Main Areas: Training you in QuickBooks Simple Start, Pro, Premier, Online, Mac, and Enterprise and Quicken to manage your personal finances.
Best Sellers: Radical Accounting, QuickBooks for Dummies, Step by Step
Career Focus: Business Owner, Small Business Advisor,
Affiliation: Intuit Premier Reseller and ProAdvisor Programs, Better Business Bureau, Intuit, University of Iowa

As an Advanced Certified QuickBooks ProAdvisor, I teach small business owners one-on-one and in-person at their businesses and at their pace how to effectively use QuickBooks (for Windows or Mac) by properly setting up their financial records including their chart of accounts so they can fish for themselves.

I also teach personal financial management software like Quicken or Money by providing personalized or customized training, tutoring, classes, instruction, and seminars at their office, home, coffee shops, my place, or online at their pace and skill level.

There is nothing more fun than watching someone's eyes light up as they gain the self-confidence by making their financial or accounting software work for them instead of the other way around and learn how to produce financial reports that tell them how their business or investment and retirement plans are really doing.

And so they don't make the mistakes several of my small business clients made by (1) creating their chart of accounts for a C corporation when they were a LLC which screwed up their tax accounting; (2) setting up their credit card as an expense account instead of as a credit card; (3) setting up their vendors as customers and vice versa; (4) recording all their payments invidually instead of matching them up with the actual bank deposit; and not updating their version of the program.

Do you need someone to set up or check your business or start up's chart of accounts, financial records, or books? Have you slowly come to the realization that you don't know how to use your accounting software and it is affecting your bottom line?

Has your company grown to the point where it would be nice to have someone come in on a regular basis to train, tutor, and instruct you and your staff in QuickBooks, Peachtree®, or Microsoft Small Business Accounting or their new Office Accounting Express® to do your bookkeeping and financial reports and let you make more money by doing what you really enjoy doing?

Or would you rather sit in the dark?

Well, let me come to you so you can show me your business or bring your friendly laptop for coffee at an independent coffee shop and chat for 30 minutes about what I can do for you and to bounce ideas off of. You’ve hired an attorney, accountant, insurance broker, and others to help you start your business.

Shouldn’t you hire someone to teach you how to effectively use the accounting software that you’ll be relying on to discover how well you are (or aren’t) doing?

As an Advanced Certified QuickBooks ProAdvisor with over 104 reviews on various websites, I can help you solve some of the following common accounting software, bookkeeping issues and problems:

• Help you pick the right QuickBooks program (there are five plus many sub categories) for your business and converting company files from other software programs such as Peachtree, Microsoft Small Business Accounting, and Quicken (and get QuickBooks for you at up to 20% off retail as well as free trial copies if you want to use it to keep track of your common household expenses):

• Set-up your initial financial Chart of Accounts applicable to your business (something software can't personally provide) including bank, petty cash, employee advances, fixed assets and other assets, credit cards, loans, payroll, sales tax payable, and other liabilities, taxable and non taxable sales or services, fixed or nut expenses (the bills you have to pay every month) versus variable and setting up tax lines for most accounts to make it easier to file your income tax returns and save on your accountant's fees;

• Explain why your chart of accounts should be numbered and when you should use classes;

• Set up your accounting software for On-line Banking for real-time knowledge on where your account balances currently are at including some credit cards (unless you like to pay over limit and NSF fees);

• The proper way to record personal credit card charges so you can reimburse yourself;

• Show you how to turn on certain accounting preferences in QuickBooks related to your business;

• Establish correct service or inventory items, classes, and adjusting Inventory (and if you sell informing you why it is important to keep track of your shipping costs);

• Job Costing and Estimates (and explaining how to convert your estimates into an invoice);

• Bank, Petty Cash, Credit Card, and other Account Reconciliation;

• Bill and Credit Card Posting including matching up net credit card receipts to customer charges;

• Show you how to design your own customized Invoices or Sales Receipts with your company logo;

• Demonstrate the proper way to receive and deposit payments;

• Teach you how to file your City & State B&O and Sales Taxes;

• Online Payroll and direct deposit through QuickBooks whether you are one employee, three, five, or 18;

• Use QuickBooks to prepare your Payroll Taxes and Forms (Unemployment, Worker’s Comp, & IRS) and pay them online;

• Filing and organizational advice to keep your financial and office files in shape (such as using color tabs for certain types of files such as green for customers, blue for vendors, etc.);

• Preparation of monthly, quarterly, and year end management financial reports including profit and loss, balance sheet, cash flow predictions, and who are your most profitable customers or job productivity.

My company is a Better Business Bureau Accredited Business. I am a member of, the QuickBooks ProAdvisor Program, the Intuit (the folks who make TurboTax, Quicken, and QuickBooks to name a few products) Accountant's Inner Circle which advises the company on ways to improve their products and make them more consumer friendly (gasp!), the Microsoft Professional Accountants' Network which helps users with Microsoft Office Accounting 2007 or 2008, and Biznik.

 

I am available evenings and weekends if you work during the day as I remember what it is like to have a day job while trying to get a business off the ground. I am willing to travel throughout Western Washington as that is what good customer service is all about.

I charge $150 an hour plus travel time each way so you can count dollars instead of sheep and learn how to fish for yourself.

QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit, Inc. Used with permission.

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