Synergy Results
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Simply Helpful

With my CPA experience I can help you on a smaller scale too.
You may not want to pay the high price for classes that teach to the masses.
This is where I can help with one on one teaching based on your needs. I enjoy helping in these ways.

Other services that can help you in simple ways.

  • Administrative/organizational whether starting out or restructuring:
    • Setup office procedures
    • Track information
    • Organize paper flow & processes
    • Organize records and files for accountant (taxes)
    • Create excel spreadsheets to simplify record keeping
    • Help with paper flow & processes
    • Help to stream lining repetitive administrative tasks
  • Computers
    • Get comfortable with computers
    • Understanding functions and terminology
    • How to organize files & folders on the computer
    • How to organize bookmarks & emails
  • Apps
    • Learn the basics of many Apps (applications/software) including but not limited to:
      • PowerPoint
        • Creating PowerPoint presentations
        • How to speak using PowerPoint
        • Embedding videos into PowerPoint
      • Excel
        • Creating simple or complex excel spreadsheets
        • Learn how to use excel to organize your financial information
        • How to use excel to track information
        • Have a spreadsheet already, get help tweaking it.
      • Word
        • Learn some basics about Word
        • How to do mail merges to save time
        • Creating forms regularly used
      • Quicken
        • Learn some basics about Quicken
        • Setting up and getting started
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