Intuit Advanced Certified QuickBooks Online ProAdvisor
Accounting Professional Technology Consultant
My goal is to make the lives of small business owners easier by utilizing technology which enriches both the business and personal lives of our clients. I want to be a contributor towards helping businesses understand how to harness this technology, and making it meaningful so they can understand their books and make informed management decisions.
My favorite clients are: Service Providers, Retail, E-Commerce, Construction Trades and Homebuilders in both QuickBooks Desktop and QuickBooks Online.
I write QuickBooks knowledge articles for my accounting peers which are published weekly in Insightful Accountant. I am also a Member of Intuit Trainer / Writer Network and have authored / taught Master level courses for QuickBooks ProAdvisors.
For the Love of Books
Whether it’s paper and ink or the listening to hours of Audible both Ann and Liz enjoy the wisdom, entertainment and stories from a good book.
Books we like and learned from:
- The Speed of Trust – The One Thing That Changes Everything, Stephen R. Covey “Transparency leads to trust, trust allows team building, teams create transformation”
- The Goal
- Start with Why
- Getting Naked – A Business Fable About Shedding the Three Fears That Sabotage Client Loyalty, Patrick Lencioni “Naked consulting is a term that refers to the idea of being vulnerable with clients, being completely open and honest with no sense of pretense or cover. The concept comes from the approach that we adopted more than a decade ago to work with our clients at The Table Group. We help CEOs and their teams build healthy organizations, and we found that by being completely transparent and vulnerable with clients, we built levels of trust and loyalty that blew us away”
- The 7 Habits of Highly Effective People
- The Lord of the Rings; The Fellowship of the Ring, Two Towers, The Return of the King, R.R.R. Tolkien – (yes, all three are epic heroic adventures full of tears, bewilderment and awe. We love them.) “It’s a dangerous business, Frodo, going out your door. You step onto the road, and if you don’t keep your feet, there’s no knowing where you might be swept off to.”