Marilyn has been working with QuickBooks since 1995. She is a CPA but doesn’t do taxes, audits or bookkeeping. Her work is with QuickBooks and 3rd party add-ons to QuickBooks. Her CPA background enables her to understand what information you need from your QuickBooks to make good management decisions. And then how to use QuickBooks properly to get that information She works with start-up clients to multi-million dollar international companies in many different industries. Some of her specialties include retail (POS), distribution, manufacturing, service industries, etc. Because her bachelor’s degree is to teach math to...
I am an independent full-charge Bookkeeper in Orlando, FL. I work with CPA's, CFO's and other Professional Bookkeepers in addition to providing support to small and mid sized companies all over the U.S.A. I have done accounting since 2000 and although my initial education was medical my nerdiness side won and I eventually switched my major over to match my job and my need to be a nerd behind the computer. In 2015, I quit my full-time job at a local firm and went out on my own. As a new mom it was important to me to be here for my family and having my own business offers me that flexibility that just makes my life complete.
Ed has been a CPA in the Bryan-College Station area for over 35 years. His clients include the oldest bank in Texas as well as several clients with sales in excess of $20 million. Yet Ed's passion is to help small, family-owned business improve their stability, growth and profitability. He left a large, local CPA firm in order to focus on helping businesses make better decisions and become more efficient. The biggest obstacle that Ed encountered was poor accounting information. Most of Ed's clients owned QuickBooks, but were only using a small part of its capabilities - usually writing checks and making deposits. Becoming proficient in QuickBooks has been Ed's means of ensuring...
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