Hometown: Iowa City, Iowa and Bloomington, Indiana
October 5, 2009
I sell, install, review, troubleshoot, & service POS & Enterprise including inventory, payroll, & cleanup, 3rd party add-ons, & one-on-one training. I attend MeetUps to learn from others and to find bookkeepers & (tax) accountants for my clients.
Not every Certified QuickBooks ProAdvisor, accountant/CPA, or bookkeeper wants to provide certain services. An example is going to people's homes to help them in Quicken or QuickBooks for the Mac or PC or to their office to set them up, review what they have done (doing it yourself as we all know doesn't mean they did it right), or train (or teach them how to fish (or make Tofu for themselves if they are a vegan) them in Intuit's Point of Sale or Enterprise or deal with payroll or inventory issues. As the pet-friendly "Dr. QuickBooks & Quicken", I have no problems making house calls to help our others clients. And on the other side of the coin, I don't offer individual or small business bookkeeping to my clients nor do I enjoy doing it, provide tax preparation services, or advanced accounting services. Instead, I refer them to several people that I met through this group who can provide it for half of my hourly rate (for the bookkeeping side). It's a win-win for everyone.