I will train and advice on using quickbooks or quicken

5.0
5.0

United States

I speak English, Spanish

188 orders completed

Gig Summary

A Finance Specialist with Coding Knowledge

My name is Stefany, a Finance Specialist with Coding Knowledge, bringing over 20+ years of experience in financial services across the US, UK and Australia among other countries. Raised in Florida, I’...

Level 2

Has met high performance criteria and has a proven track record for meeting client expectations.

About this Gig

Get Quickbooks training and advice from a Full Charge Bookkeeper that has been on the field for over 2 decades.


As a Quickbooks Professional I have noticed that now-a-days there is an increasing demand on learning how to use programs like Quickbooks to self manage. So, I'm taking my knowledge and adding it as a service to help Quickbooks users be able to get around the platform better on their own.


*Get training / advice on any QB online & desktop version.


This training / advice is for any type of books whether personal books, for non-profit, individual agents, LLC, C-Corp or S-Corps.


I charge for my time not for how many interested individuals attend the call section. So, invite as many co-worker, agents and friends as you'd like. The sessions can be split in different slots (30 minutes or 1 hour) and they are conducted in Zoom or Google Meet, you can choose while scheduling.


Any size of agency, business or corporation in any industry type (whether a servicing or product selling) is welcome!


Offering: 


- 100% satisfaction of clients

- Quick & effective communication

- Fluent / native English speaking

- Median (mixed with English) Spanish speaking

Service type:

Full-service bookkeeping

Bank reconciliation

Other

Financial software:

QuickBooks

Wave

Other

Industry:

E-Commerce

Real estate

Other

Target country:

United Kingdom

United States

Other

Gigs are not screened

Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.

Reviews

48 reviews for this Gig
5.0

(47)
(1)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    4.9
Sort By
Most relevant
  • R
    image-docs

    ronk123

    US

    United States

    5

    Stefany was super accommodating, patient, and understanding. She was responsive, easy to work with. I really appreciated her communication and willingness to help. I would definitely recommend working with her!

    Up to $50

    Price

    5 days

    Duration

    Helpful?
    Yes
    No
  • M
    image-docs

    marigold6360

    Repeat Client

    US

    United States

    5

    she made it easy to understand what she was doing and gave me options

    $50-$100

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • W
    image-docs

    web242

    Repeat Client

    CA

    Canada

    5

    Stefany was very helpful with QuickBooks training. She has a good understanding of bookkeeping and accounting. I appreciate learning how to do basic transactions myself to reduce costs.

    Up to $50

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • W
    image-docs

    web242

    Repeat Client

    CA

    Canada

    4.7

    Working with Stefany was excellent. I needed to learn how to post my own transactions in QBO to reduce overall bookkeeping costs etc. I was impressed with her knowledge of QBO and also in finding additional areas that needed review. Stefany was very thorough. I will be hiring Stefany on a a regular basis moving forward.

    Up to $50

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • S
    image-docs

    sophie_fcs

    HU

    Hungary

    5

    Stefany was very helpful, even though it wasn’t easy working with me, since he had to explain everything completely from the basics. Thank you for the information, it helped me a lot!

    Up to $50

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
Reviews

48 reviews for this Gig
5.0

(47)
(1)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    4.9
Sort By
Most relevant
  • R
    image-docs

    ronk123

    US

    United States

    5

    Stefany was super accommodating, patient, and understanding. She was responsive, easy to work with. I really appreciated her communication and willingness to help. I would definitely recommend working with her!

    Up to $50

    Price

    5 days

    Duration

    Helpful?
    Yes
    No
  • M
    image-docs

    marigold6360

    Repeat Client

    US

    United States

    5

    she made it easy to understand what she was doing and gave me options

    $50-$100

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • W
    image-docs

    web242

    Repeat Client

    CA

    Canada

    5

    Stefany was very helpful with QuickBooks training. She has a good understanding of bookkeeping and accounting. I appreciate learning how to do basic transactions myself to reduce costs.

    Up to $50

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • W
    image-docs

    web242

    Repeat Client

    CA

    Canada

    4.7

    Working with Stefany was excellent. I needed to learn how to post my own transactions in QBO to reduce overall bookkeeping costs etc. I was impressed with her knowledge of QBO and also in finding additional areas that needed review. Stefany was very thorough. I will be hiring Stefany on a a regular basis moving forward.

    Up to $50

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • S
    image-docs

    sophie_fcs

    HU

    Hungary

    5

    Stefany was very helpful, even though it wasn’t easy working with me, since he had to explain everything completely from the basics. Thank you for the information, it helped me a lot!

    Up to $50

    Price

    1 day

    Duration

    Helpful?
    Yes
    No