+15 years as CFO, more than 25 years in finance & accounting, plus 3 years in business development.
+ Expert in accounting and ERP systems: Quickbooks, MAS90, Sage100, Great Plains, etc.
+ Expert in Excel, especially in financial modeling.
+ MBA degree from Golden Gate University
+ BS degree from San Francisco State
+ Active CA real estate brokers license (agent since 1985)
Golden Gate University-San Francisco
Masters
Business MBA
1995
San Francisco State University
Bachelors
Business
1984
Computer
Professional
William, your tutoring has been life-changing for our business! Before QB, we never knew where we stood, how much money were we really making, or losing. My goal 1 year ago was to have a solid 20,000-foot knowledge of QB so I could hire a bookkeeper, and now I'm the bookkeeper! I feel very confident that the data entry and reports you have taught me how to use will help us steer in the right direction. Additionally, now I understand the differences in the accrual or cash method with QB so I can help my church financial secretary. Thank you again for sharing your knowledge so freely with this small business owner! Rehana
Wow!!! William, who would have thought when we first began that I would be proficient in QB?? My goal with my first session with you was to learn enough of the vocabulary so I would be able to vet a new bookkeeper. Here I am all these months later and I've become the bookkeeper!!! This would have never been possible without your expertise. Thank you!! Rehana
Thank you, William! It is wonderful knowing how much this QB information can not only help us at tax time, but will help us look for ways to make our businesses more profitable.
Thank you, William! I continue to be amazed at all the resources that are available in QB. As you said, once we are confident in the numbers, the reports in QB will be tools to help with strategic planning. Thank you!