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    Stumped by QuickBooks or Quicken (PC or Mac). Things don't look right when you run reports?

  * Is your income statement or profit and loss report "wrong" or "zero" but you know that you made sales in QuickBooks?
* Does your sales tax payable account in QuickBooks have a huge balance but you know that you paid it?
* Does your bank balance show a negative number but you know you have the money?
* When you look at your chart of accounts, do you wonder why your "undeposited funds" account has a large positive number?
* Do your payroll liabilities show a large number but you know you paid them?
* Do your credit card accounts show a large negative number but you know you paid them?
* Is your inventory too low or large but you purchased the goods used to create it? And sold them? Or not showing up at all?
* Is your Cost of Goods Sold (purchase) account incorrect (it should be equal to the purchase price of your sold merchandise)?
* Is your Point of Sale system not interfacing with your QuickBooks Pro, Premier, or Enterprise financial software?
* Have multiple users tried to log in but the system has kicked them out and you know you have enough user licenses for each of them?

I can probably help you with these and other QuickBooks or Quicken problems in either the PC or Mac and any version of the program.
Languages: English

Completed two years at Seattle University School of Law before escaping from the dark side of the force, smile.

B.G.S., University of Iowa


As "Dr. QuickBooks & Quicken", a Certified QuickBooks ProAdvisor with additional certification in their Point of Sale and Enterprise software, I make house calls, rain or shine (my rates are at the bottom of this post) to help small businesses and start-ups (your angel investors expect accurate books, why not deliver them?) solve their financial problems and who want financial management (not manglement) to keep track of their business finances and who want to learn how to use their bookkeeping software correctly and effectively to save time (and hair).

My personalized services include the following:

* Confirming that you picked the right Quicken or QuickBooks or other accounting and bookkeeping software program for your business and providing upgrades or new programs at up to 20% off (for QB)and converting company files from other software programs;
* Setting-up and reviewing your initial Chart of Accounts (including mapping them to the most likely tax lines so you can do your own taxes);
* Setting up service, inventory, other charges like shipping or delivery, discounts, payments, and sales taxes (are you aware that you have to charge local sales tax (there are over 300 in Washington State) based on where the product or services is delivered effective July 1, 2008 and how to import this information into QuickBooks) that this rate went up .5% on April 1, 2009 in certain cities and counties, and other items to use to create your invoices, estimates, or sales receipts, classes like different locations, and creating and adjusting Inventory;
* Job Costing and Estimates and how to convert Estimates into straight or progress Invoices;
* Bank, Petty Cash (and why you should have one), Credit Card, and other Account Reconciliation;
* Set up and interface QuickBooks for On-line Banking for real-time knowledge or where you stand with your bank and credit card accounts;
* Bank and Credit Card download including matching up net CC payments when the credit card processing company takes them out of the payment you receive such as PayPal;
* Showing you how to design your own customized Invoices, Estimates, Statements, and Sales Receipts including the proper way to receive and deposit payments;
* State B&O and Sales Taxes for the City & State (Monthly, Quarterly or Annually) including the proper way to pay them from within the program;
* Online Payroll through QuickBooks;
* Payroll Taxes (State Unemployment, Worker’s Comp, Federal Forms 940 and 941/944, W-3 and W-2s) and the correct way to pay your payroll liabilities;
* Online payment for the above tax forms;
* Selecting which vendors must give you a W9 form and which fields in your chart of accounts qualify for a 1099 Form ;
* QuickBooks Tutoring and Training one-on-one for you;
* Preparation of management financial reports including profit and loss, balance sheet, cash flow predictions, job costs, and employee productivity (latter requires a special set up).


My company is a Better Business Bureau Accredited Business and was nominated for a City of Seattle Mayor's Small Business Award in 2009. I have a City of Seattle business license and the company is registered with the State of Washington Department of Revenue and the Secretary of State (as a corporation.)

I am a former securities Arbitrator and a current member of the QuickBooks ProAdvisor Program, the Intuit (the folks who make TurboTax, Quicken, and QuickBooks to name a few products) TurboTax, Quicken, and Accountant's Inner Circle which advises the company on ways to improve their products (I recently identified a bug in the QuickBooks Pro 2008 program and suggested a way to fix it) and make them more consumer friendly (gasp!) and Biznik - the local effective social business networking group of over 17,250 local members and is free to join and post your no charge profile to promote your business.

I have taught "Ten Things You Need to Do to Set Up Your Start Up's Books Correctly" at the Renton Almost Free Biz School and accounting and bookkeeping principles at the Six Hour Start Up Conference. I also was the subject of an article Spotlight on a QuickBooks Instructor: Teaching Small Businesses to Fish on the TeachStreet Blog. TeachStreet is a web site that brings together local teachers and inquiring students.

Because I come to you, I offer you three choices to use my services.

If you only need me to come in for an hour or two to check your books or do a basic set up or a quick training in a problem area, I only cost $120 an hour with a one hour minimum.

If you want to save money, you can hire me for $295 for a consecutive three hour session, a savings of $65 off my standard rate (I find that most people need that three hour block of time to begin to basically learn the program or have their company file set up or checked) and $90 an hour thereafter on the same day within my service area so you can count dollars instead of sheep and learn how to fish (or make Tofu if you are a vegan) for yourself.

Or you can pay $1,195 (that's less than $100 a month) plus mileage for unlimited training and in person, e-mail, or telephone support in a year for one person in your company for one company file in QuickBooks Pro or Premier only if you are not using the latter's advanced functions or Payroll.

Why deal with the hassle of fighting traffic and the cost of gas and your lost billable time to get to a class (assuming you can get into one in today's economy as other people have the same idea), have the class go at the slowest person's pace, have strangers find out about your business problems if you ask questions in class, and not deal with the issues you want to learn about or address when I will come to you? How much is your time worth to you? More than I cost, I bet.

Payment is expected by check, cash, PayPal, Revolution Money Exchange (Steve Chase of AOL's latest venture - it's free to send and receive money), Google CheckOut, or MasterCard/Visa at the time of service. I may be willing to barter.

You can contact me at (206) 789-8328 or My web site can be found at

  ©2009 Keith Gormezano on About | Contact | Blog