Certified Quickbooks ProAdvisor

Quickbooks is the #1 Small Business Financial Software.

Since I’ve been practicing as a CPA for over 30 years now, I can tell you with a lot of experience that you get an enormous amount of capability combined with amazing ease of use. I also spend some time working with the mother-of-all-complexity software (SAP) and can find amazing similarities between the two. (Price is not similar btw.) If you begin with a version of Quickbooks, you can (if you choose) upgrade it to achieve additional functionality, and, most importantly to the small business owner – you are not locked in to either maintenance contracts or locked in with a particular consultant to maintain/improve it.

I’m a certified ProAdvisor, which means I can help you with your specific issues. I’m also required, under FTC guidelines, to display/disclose my affiliation:

I can also pass along discounts to you – you don’t even have to be a client to get these discounts from list price.*  Here are the current offers:

If you are ready to purchase QuickBooks, this cheerful guy will help you select the best version for your needs:

Apparently his Christmas cheer is still ongoing.

To organize your home finances, you can also choose Quicken products:


And finally, stop writing checks and envelopes by hand. Trust me, you’ll find something better to do with your free time.

Don’t forget, once you form a corporation or LLC, you still have to keep it legal by having annual meetings, board minutes, etc. Forming a corporation or LLC is not a “get out of liability free” card unless it’s properly maintained.

*In accordance with Texas State Society of CPAs ethics rules, I have to disclose if my recommendations will result in a commission or fee to me if you purchase according to my recommendation. So – to be perfectly clear – if you purchase via one of these links, I will receive a commission. Your price will not increase, the commission will come from Intuit’s margin.