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Overview of Current and Past
Engagements
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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.
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Developed invoice tracking application for architecture firm interfacing
QuickBooks® software with Microsoft Access and Excel software. |
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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.
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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.
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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.
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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. |
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Provide ongoing support for church using QuickBooks® software and payroll
software. Developed
interface between existing Microsoft Access applications software and QuickBooks®
software. |
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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.
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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.
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