Services

Want to remove the mystery from your finances and create more order?

I offer one on one personalized instruction on how to utilize Quicken's most important features. No previous experience with Quicken is necessary.  I will show you:

How to decide what version to purchase.

How to install the software.

How to set up new accounts for your specific needs.

How to categorize, reconcile and run reports.

You'll learn:

How to sucessfully use Quicken for your Mac or PC.

How to create, download, categorize, reconcile and run reports easily.

How to stay organized using Quicken and prepare your tax expenses with less stress.

I will organize your financial records and assess any issues with your bill paying procedure.  Then, assist in creating a productive plan to stay organized, so you don't get late fees!

Consultations are provided at your home or office.  Are you too busy to meet in person?  Remote appointments are also available via ZOOM. 

" I wanted to recommend a Quicken Specialist "Wizard". She helped bring my Quicken file back from the depth of despair! She works on Windows and Mac.  Bonus: She is a local business listed on Nextdoor."  

Jill Benton Architect - Mill Valley, Ca