[Hidden-tech] Quicken set-up, accountant?

B. Kimo Lee bklee at azurelink.com
Wed Apr 7 18:15:14 EDT 2010


Hi Bill,

You might try Don Lesser — who subscribes to this list — of Pioneer  
Training, whom I know does a great training in Quickbooks. If he  
doesn't actually do Quicken, he might know of someone who does. If  
your version of Quicken is older, you might consider upgrading to  
Quickbooks and Don would be the man to help facilitate that.

www.ptraining.com

Best,
Kimo Lee




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On Apr 7, 2010, at 4:22 PM, William Sweet wrote:

>   ** Be sure to fill out the survey/skills inventory in the member's  
> area.
>   ** If you did, we all thank you.
>
>
> Hi,
>
> I know I posted this a while back, but I got sidetrack by a long  
> list of life.
>
> Can anyone recommend a specialist to help cleap up a Quicken  
> account? I’ve been using the program for years, and use it for my  
> tiny home business, but it’s been suffering from organizational  
> creep to the point that it’s useless for when we do our taxes (for  
> instance, it doesn’t have the mortgage in there).
>
> I need someone to help weed it and instruct me a little into its  
> proper use, and get more out of it. I’m trying to avoid yet another  
> pre-tax meltdown. Too late for this year…
>
>
> Thanks,
> Bill Sweet
> wsweet at crocker.com
>
> <image002.jpg>
>
>
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