Overview of Current and Past Engagements

Construction

Assisted home builder to track revenue and expenses from initial estimate to the final sale using job costing software.

Assisted company in recovering a corrupted QuickBooks^® software data file. Interfaced with Intuit to recover the data and get company back in operations with a limited loss of data.

Assisted landscape company in reconfiguring their QuickBooks^® setup to provide better management reporting and project tracking.

Assisted contractor for a major home center supplier in setting up QuickBooks^® to track projects, invoice supplier and monitor subcontracting costs.

Architect

Developed invoice tracking application for architecture firm interfacing QuickBooks^® software with Microsoft Access and Excel software.

Promotional Products

Reviewed and made modifications to QuickBooks^® setup for company specializing in promotion products to assist them in better managing their business using the QuickBooks^® software.

Assisted company engaged in commercial embroidery in setting up QuickBooks^® for multi-users and improving the overall QuickBooks^® response time.

Author/Consultant

Set up QuickBooks^® software including payroll software for author/consultant. Worked with CPA to meet both business and tax reporting requirements. Continue to provide ongoing software support.

Family Trust

Assisted in setting up family trust in Quicken^® providing up-to-date investment valuation and simplified the process of annually collecting data for the CPA at tax time.

Personal Finances

Assisted family in setting up Quicken^® to manage their assets and liabilities to include: banking, bill payments, credit card charges and investments.

Bakery

Performed a software review of the bakery's QuickBooks^® software data covering the chart of accounts, item setup, upgrade steps to next software version and backup / recovery procedures of the software.

Church

Provide ongoing support for church using QuickBooks^® software and payroll software. Developed interface between existing Microsoft Access applications software and QuickBooks^® software.

Aerospace

Managed several Information Technology projects for a world-wide aerospace company relating to their use of the J.D. Edwards ERP applications including three projects interfacing the ERP application with web-based applications.

Retail

Assisted retail store in the migration from outdated MS Access system software to QuickBooks^® Enterprise Solutions Retail Edition software.

Setup multi-store QuickBooks® POS operation software with main store and five remote stores. Interfaced with existing QuickBooks^® Financials software at main store.

Assisted retail store in installing Cash Management Plus software and associated hardware (receipt printer, cash drawer, scanner, and display pole) on a 64-bit Windows 7 operating system.