QuickBooks Setup, Training, and Resources

Get the help you need to manage your own QuickBooks account from a CPA


QuickBooks Help for Small Business Owners

QuickBooks Tutorials

Make QuickBooks work for you

Check out my YouTube channel and blog posts for free advice and courses for in depth training on the most common challenges.


Get it right the first time

QuickBooks set up specific to your business. Get preferred training rates, and closer access for troubleshooting and guidance in the future.

QuickBooks Training

1-on-1 help with anything you need

I take the fear out of finances and help you feel more confident. You’ll get advice tailored to your personal situation to help you manage your business finances.


Hi, I’m Kerry.

I'm a CPA and QuickBooks Pro Advisor who assists businesses to manage their bookkeeping in house in order to have up to the minute information to make timely business decisions and manage cash flow.

More About Me

Featured Client
Success Story

"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!"

"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."

“Kerry has helped us with Quickbooks setup. training, account reconciliations and may other related things. She is very thoughtful and a great mentor. She always keeps my learning pace in her mind before telling me a solution or a different/easier way to handle things. I was very new to Quickbooks but with her help, I have gained confidence in handling it on my own and she still helps me with issues whenever required.”

Bookkeeping resources

Blog Posts and Tutorials


1-on-1 Training

Free 20-minute Consult

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.

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1-hour Training

This is my specialty! I’ll help you overcome challenges, answer your questions, and show you new ways QuickBooks® can save time and support your business even further.  

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