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Interview with Connie

How long have you been doing what you do and how did you get to be a QuickBooks Consultant?

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I started working as a bookkeeper more than 20 years ago. I was introduced to QuickBooks in 1996 and since then, every job I took since then used QuickBooks too. Many accounting professionals helped me a long the way, so I thought I would start doing the same for others who wanted to learn how to use it. I used it so much that I became really good at it, so getting certified just made sense.

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Who are your clients exactly?

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My clients are small business owners, specifically service-based businesses like contractors, consultants, caterers and even photographers. They typically have families, so work-life balance is very important to them, as it is to me.

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How are you different from other "QuickBooks Consultants"?

 

I take a very simple, personalized, hands-on approach with my clients. Every business is different and so are their needs. I work with each client to help them to learn what they need to know in QuickBooks to help their business to thrive.

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What type of personality do you work best with and what is expected of me?

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I enjoy working with people who are relaxed and calm, and who don't take life too seriously. I appreciate when clients respect my time and the boundaries that I set which help me to maintain my work-life balance. I expect my clients to commit to learning QuickBooks, follow through on their assigned tasks and to speak up when they need clarification. I always want to be sure that my clients are clear on the guidance I give them.

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How will we work together?

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All sessions and communication will be done remotely. Using Zoom and other remote access tools, I am able to support you without either of us leaving our desks. I was training clients remotely long before COVID-19 was even a thing, so I've pretty much got it down.

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OK, I know I want to work with you! How do we get started?

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Great! Just fill out the form on the Contact Me page and I'll be in touch. I look forward to speaking with you!

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