Financial Planning, Accountants/Tax Consultants, Computer Training
About us
Additional DBA - Dr. QuickBooks & Quicken. As "Dr QuickBooks & Quicken", I make remote accountant house calls to help support & train small businesses & individuals to learn how to properly manage their financial records in their accounting & bookkeeping software.
As an Advanced Certified QuickBooks ProAdvisor (desktop and online) with additional certification in QuickBooks Point of Sale, Payroll, and Enterprise software and certified by Intuit since 2007, I fix your financial aches & pains by setting up your books in the above programs, review what you have created or how you've inputted your data (doing it yourself doesn't always mean you did it right), or train you how to use it to make your lives easier.
From 2014 to 2022, I was named a Top 100 ProAdvisor by Intuitive Accountant. Common problems that I solve include online banking, payroll, adding accounts, backing up, inventory, credit card processing and payments, creating meaningful reports, mapping your accounts to appropriate tax lines, creating invoices, receiving payments, depositing them correctly, and custom reports.
A three consecutive hour minimum plus travel time applies for new clients as I find that most clients need that time. You are welcome to come to me or use remote software with a two-hour minimum.
Isn't it time to learn how to fi$h for yourself or make Tofu if you are a vegan.
Business highlights
22 years of trusted experience
Minority Owned & Operated
Veteran Owned & Operated
LGBTQ+ Friendly
Family Owned & Operated
Emergency Services Offered
Eco Friendly
Services we offer
I can come to you via Zoom and sometimes in a "gas-guzzling" Prius to provide onsite in person QuickBooks and Quicken help, support, troubleshooting, one-on-one training, and computer software training for up to two persons from the same company or household, financial planning and education, accounting, bookkeeping, inventory, payroll, and tax consultation for mapping their QuickBooks and Quicken accounts or categories to their appropriate tax lines on their returns.
Services we don't offer
federal income tax preparation and returns, computer repair (hardware)
Keith was able to help me solve the issues I was having and help with ideas for making my bookkeeping smoother.
Description of Work: QuickBooks help
Rating Category
Rating out of 5
quality
5.0
value
4.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
$600
W C.
01/2017
5.0
computer training, accountant, financial advisor
 + 1 more
We were in a real jam and under tight deadlines and Dr. QuickBooks came in and solved our QuickBooks accounting issues ahead of schedule and on budget. Very professional service and you know everything is going to be done right with Dr. QuickBooks' services. Would highly recommend this service provider to anyone in need of help with their QuickBooks system.
Description of Work: We needed to switch our company's accounting system over to a new QuickBooks platform and keep our vendors and customers contact information intact.
Rating Category
Rating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
Susan B.
02/2015
5.0
accountant, financial advisor
 + 0 more
It went great. He is very helpful and knowledgeable. Well worth the time and money. I am much more confident.
Description of Work: I'm the treasurer for a small not-for-profit. Dr. QuickBooks looked over how I had set up the system and showed me how to improve some of what I did and how do do things I didn't know about.
Rating Category
Rating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
$500
Dianne H.
07/2014
5.0
accountant, financial advisor
 + 0 more
Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy Quickbooks. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found Keith (aka Dr. Quickbooks) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess Leah saying, "Help me Obi Wan Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time. I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges! Keith is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend Keith, and will use him again in the future if I need to.
Description of Work: Keith came out to our house on very short notice to help me learn how to use Quicken. . He set up multiple accounts for my sons guardianship, taught me how to use them, printed out reports, showed me how to reconcile my books, and keep accounts up dated.
Rating Category
Rating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
$120
EARLE D.
03/2014
5.0
computer training, accountant, financial advisor
 + 1 more
He was very knowledgeable, polite and patient. I came away with a great amount of information.
Description of Work: Trained me to use QuickBooks
Rating Category
Rating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
$180
Jonathan Z.
02/2014
5.0
computer training, accountant, financial advisor
 + 1 more
Keith is very patient and knowledgeable when it comes to quick books and quick books online. I thought his methodical approach to teaching was the key to us picking up so quickly the new software. Thank you Keith for the time you spent with my wife and I at our house.
Description of Work: Quick books online set up and training session.
Rating Category
Rating out of 5
quality
5.0
value
4.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
$425
Jeffrey K.
02/2014
5.0
financial advisor
 + -1 more
Keith was polite, accurate and extremely knowledgeable. We enjoyed working with him. We like knowing that we can call on him for future questions.
Description of Work: Helped with clean up of QB files for a new company, specifically to correctly set up sales tax codes and arrange chart of accounts. Also consulted regarding options for different methods to record transactions. In addition he did a quick review of accounting practices and made useful suggestions on how to use QB more effectively and efficiently.
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Service Categories
Financial Planning,
Accountants/Tax Consultants,
Computer Training
FAQ
Dr Quick Books Inc is currently rated 5 overall out of 5.
Sunday: 8:00 AM - 10:00 PM
Monday: 8:00 AM - 10:00 PM
Tuesday: 8:00 AM - 10:00 PM
Wednesday: 8:00 AM - 10:00 PM
Thursday: 8:00 AM - 10:00 PM
Friday: 8:00 AM - 10:00 PM
Saturday: 8:00 AM - 10:00 PM
Dr Quick Books Inc accepts the following forms of payment: American Express,Check,Discover,MasterCard,PayPal,Visa
Yes, Dr Quick Books Inc offers free project estimates.
Yes, Dr Quick Books Inc offers eco-friendly accreditations.
No, Dr Quick Books Inc does not offer a senior discount.
Yes, Dr Quick Books Inc offers emergency services.
No, Dr Quick Books Inc does not offer warranties.
Dr Quick Books Inc offers the following services: I can come to you via Zoom and sometimes in a "gas-guzzling" Prius to provide onsite in person QuickBooks and Quicken help, support, troubleshooting, one-on-one training, and computer software training for up to two persons from the same company or household, financial planning and education, accounting, bookkeeping, inventory, payroll, and tax consultation for mapping their QuickBooks and Quicken accounts or categories to their appropriate tax lines on their returns.
federal income tax preparation and returns, computer repair (hardware)