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Keith has been a remarkable resource for my small business and personal bookkeeping for several years in Quicken. His methodical problem solving approach and practical advice has resolved issues I thought were impossible and along the way, provided efficiencies that have saved me significant amounts of time. I would not hesitate to recommend Keith wholeheartedly!Dec 16, 2015
The most knowledgeable person I have found to help with my complicated QB issues. He helped me finish installing my new QB and got my to computers networked back together which I struggled for almost a year. It took a little longer than I expected and is pricey but I do think it is worth it. I should have had him help me sooner I would have spared myself a lot of frustration.Jan 24, 2015
We contacted Keith to get some one on one training with QuickBooks for our business. From the beginning Keith clearly communicated what his rates were, and what we could expect from him for training. We were thrilled that we could have the convenience of in-home training for reasonable price. Keith scheduled us for an appointment and came to our home office prepared. By carefully listening to us he figured out what we needed exactly, and taught us tips and tricks to more effectively use QuickBooks for our business. He was able to assist with invoice formatting, and showed quicker ways to enter information that was a real time saver. Since so many of the tasks are repetitive with QuickBooks streamlining the process really helps. We were very happy with his services, knowledge and helpful attitude. A few days after our training we even received a follow-up email listing many helpful websites, and ways to promote our business. Not expected and some of this information has really paid off in a synergistic way with consistent effort from us. Thanks Keith!May 28, 2011
- What should the customer know about your pricing (e.g., discounts, fees)?I charge a flat rate per hour with a three consecutive hour minimum for any accounting, bookkeeping, or financial management program within the City of Seattle and North or East King and South Snohomish Counties. I charge for travel time both ways. I may waive it if we do an all day session. You may travel to me and use fewer minimum hours (two). I also offer an unlimited QuickBooks financial (Pro, Premier (basic features only), Enterprise if you purchase the product from me, Online, or Mac) or Quicken set up, review, and support plan for a variable rate depending on the software you are using, travel time, plus mileage at the standard IRS rate (currently 58 cents a mile in 2019) to select customers. Customers who need QuickBooks Online can get it from me for 50% off the first year, QuickBooks Pro, Premier, or Mac at my cost with an approved merchant account (monthly or no monthly fee or minimum), Point of Sale at a discount, and Enterprise for 20% off Intuit's price for 1-10 users and 12.5% for 11-30 with a no monthly fee or minimum approved merchant account.
- What is your typical process for working with a new customer?I find out their complete contact information, look them up on review sites to make sure their are no ethics concerns, ask them what accounting, bookkeeping, and financial management software they currently have, and get a list of questions or goals they want to achieve.
- What education and/or training do you have that relates to your work?Every year, I get recertified in the latest QuickBooks financial software and Point of Sale, Online, and Enterprise when they come out (usually every two years). I have been certified in Intuit's products since 2007. I also am a member of several Intuit communities (Accountants, desktop, online, TurboTax, Point of Sale, and others and read and answer questions posted by users. I also do the same on LinkedIn, Facebook, and specialty blogs. I go through about 30 Continuing Education hours a year to stay abreast even though they are not required to keep my certifications current.