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.
Assisted manufacturer of decorative iron works in moving to QuickBooks® Premier - Manufacturing
Assisted oil field service company in resolving various inventory issues and documented process to track and account for items manufactured to stock.
Developed invoice tracking application for architecture firm interfacing QuickBooks® software with Microsoft Access and Excel software.
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.
Assisted nationwide advertising company in upgrading to a hosted QuickBooks® Enterprise Solutions environment in the cloud. Enabled sales staff, in multiple locations, to access the Quickbooks® data. Documented the sales process from initial estimate to sales order to picking, packing and shipping to the final invoice. Also documented the procurement process from the estimate to purchase order to receipt and bill payment.
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.
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.
Assisted family in setting up Quicken® to manage their assets and liabilities to include: banking, bill payments, credit card charges and investments.
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.
Assisted law firm in migrating to QuickBooks Pro® and implemented a tracking mechanism for their IOLTA account.
Provide ongoing support for church using QuickBooks® software and payroll software. Developed interface between existing Microsoft Access applications software and QuickBooks® software.
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.
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.
Assisted retail store in preparing their QuickBooks® data file for an IRS audit. Removed transactions and list items before and after the audit review period.