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Boost your small business’ books with QuickBooks®
Kerry

Kerry

QuickBooks® Pro Advisor
Not all QuickBooks® users know just how powerful it can be! Sometimes you need a little help from a pro.

Hi, I’m Kerry.

Having worked with small businesses and not-for-profits for 20+ years, I’ve found that nothing streamlines the money side of business quite like QuickBooks® Online. It’s intuitive, gives you real time financial information on how your business is doing, and helps you make smarter financial decisions throughout the year.

As a top ranked QuickBooks® ProAdvisor, and coming from a trucking family, I walk your freight transportation company through the ins and outs of QuickBooks® with one-on-one training sessions, video tutorials, and money-smart tips (which you can find on my blog, LinkedIn or Facebook).

So whether you’re starting a new business and need a smart accounting system that saves you precious time, or you’re already signed up and want to unlock the full potential of QuickBooks®, I’d love to help! Read on, or book a session with me.

   

“Kerry helped me set up my small business on QuickBooks® and reconciled my accounts. With only a few short appointments I had the help I needed to keep my finances in order, ensuring my books were ready at tax time. I had put off getting accounting help, worried about costs and concerned that I had made a mess of things. Kerry’s friendly and practical approach took the stress away – I only wish I had started sooner!” – Erin, Vancouver

Why QuickBooks®?

It’s bookkeeping without the headaches.

Manage receipts on the go

Don’t miss out on tax deductions or on billing customers for expenses due to lost receipts. Snap a photo of your receipt and file in seconds. Put more money in your pocket instead of receipts!

Get paid faster

Create invoices and track when they’re sent, viewed and paid from your computer, tablet or phone. QuickBooks® works across all of your devices, helping you get paid sooner.

Advice whenever you need it

Get the latest business and planning advice – wherever you’re at in your business. Learn how to plan ahead for taxes; better manage cash flow; and increase your bottom line.

Stay organized

Instead of handing your accountant a shoebox of receipts, you’ll have easy-to-read reports. Having all your financial information in one place may save on accounting fees and returns.

Connect all your accounts

See exactly where your money is going. Securely connect your bank accounts to QuickBooks® and reconcile your transactions to ensure records are accurate and up to date at all times.

Real Time Reporting

See exactly how your business is doing with real time reporting. No rushing around at year-end trying to locate or summarize tax information. Get your financial reports instantly.

Which plan is best for you?

QuickBooks® Online Accounting Plans

Essentials

$ 35
per month
  • Includes a completed Chart of Accounts
  • Manage and pay bills from suppliers, set up invoices to automatically bill on a recurring schedule, and get QuickBooks® access for up to 3 team members.
Subscribe

Plus

$ 50
per month
  • Includes a completed Chart of Accounts
  • The Plus plan allows you to track time for yourself and employees against a customer and bill them. Manage inventory in real time. Track profitability by product, service or location. Send purchase orders, and create budgets.
Subscribe

“Kerry is very knowledgeable and provides great advice on running your businesses’ accounts through QuickBooks®. She continues to assist me with my accounting needs. She is very tech savvy, which makes communication a breeze. If you’re looking for help, look no further. I highly recommend her.” –Michael, Kamloops, BC

One-on-One QuickBooks® Training

As a business owner, sometimes you simply don’t have the time to figure everything out by yourself.

Whether you need an introduction to setting up QuickBooks®, or more advanced advice on budgeting and cash flows, I take the fear out of finances and help you feel more confident. You’ll get professional advice tailored to your personal situation to help you manage your money even better.

As a Chartered Professional Accountant, I’ve had 20+ years of experience in financial reporting, financial planning and analysis, budgeting and forecasting, project and fund accounting, and software implementation. I’ve seen firsthand that having up to date knowledge on your finances alleviates stress and enables decision making that gives rise to good financial health.

Set yourself up for financial success with a one-on-one QuickBooks® training session with me. I look forward to working with you!

Check out my YouTube Channel

Be sure to check out my YouTube channel and blog. If you don’t find what you need, email me, and my next edition could address your needs!

Get Started!

I’ve got this! Sign me up and send my file!

Purchase one of the above plans and complete the questionnaire. You’ll receive your QuickBooks® Online login details and be ready to go in no time!

View Plans

I would like some help and customization

Your first 20 minute consultation is on me! Hit the button below to book your free session. Be sure to tell me about your business and how I can help customize QuickBooks® to work best for you.

Book Appointment

I’m already on QuickBooks®, but need help making it sing

This is my specialty! For just $100, you receive a 60 minute 1:1 QuickBooks® training session with me. I’ll help you overcome challenges, answer your questions, and show you new ways QuickBooks® can save time and support your business even further.

Book Training

On the blog

Why vacations are important (especially in this constantly connected world)

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After returning to Vancouver and commencing a business I was questioning whether or not I should be taking time off...

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Contact

If you have any questions about QuickBooks® or what it’s like to work with me, I’d be happy to answer them! Just fill out the form below or send me an email.