Bookkeeping for Personal & Household Finances

Would you like to have an easy and accessible way to track your personal and household finances without having to learn a complex accounting software program?
And are you a Macintosh computer user?

If so, may I suggest you consider Quicken? Quicken is an excellent tool to help you create more financial clarity and control in your life.

Quicken for the Macintosh

I have been using Quicken for the Mac for my personal, household, and small business finances since 1987. And while QuickBooks is a better choice for business accounting, Quicken remains an easier and more accessible alternative for tracking personal and household finances. It provides excellent reports, transaction tracking, short- and long-term planning, and good support.
 
32

Set-up

Over the last 30 years, I have set-up Quicken accounts and trained users – and sometimes maintained the accounts – for dozens of clients. I custom-design categories to accommodate each client’s needs for different types of deposits and expenditures, and also for the way each individual client thinks. This can be done with a new setup, or to update an existing Quicken file.
 
32

Troubleshooting

I can also help troubleshoot an issue for your existing Quicken file.
And if I don’t know the answer, I can find someone who does.
 
32

Confidentiality and References

All your information, business and personal,
written and verbal, will be held in confidence.
References upon request.

Ulster County, NY areas served include

Accord, High Falls,
Hurley, Kingston,
New Paltz, Rosendale,
Stone Ridge, & Woodstock

Contact me

If you think this program and/or assistance might be useful to you, and you value considerate thoughtful service, contact me for a free telephone consultation. I would be happy to discuss your needs and whether I could be of help. Click here to send me an email, and if you would like me to call you, include your phone number and some good times to call.

 
32