RESOURCES

As a Quickbooks Certified ProAdvisor, I can add great value in assisting with the tasks below.  Please click on the link for some beginner articles related to the topics!

Managing Family Finances

Creating a Budget for Your Older Children

Raising Financially Independent Kids

Simplify Tax Time with Intuit Quicken and Quickbooks

Making the Most of Your Charitable Contributions

Tracking Your Investments

Try Quickbooks Online for Yourself

(at a discount!!)

QuickBooks Online is typically used to record business finances, organize and track business income and expenses, and create reports with real-time data.  Yet, I have come to find that Quickbooks Online (along with Quicken Desktop) has served me well in tracking and managing home finances. You can try QuickBooks using this link, and get 50% off when you subscribe.  Please feel free to contact me if you are interested in a one-time set-up and training engagement.

Free Bill Organizer Templates

Click to open Template Lab