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My name is Rachel J Roy.  I am a CERTIFIED QuickBooks Pro Advisor with over thirty years of experience in office management.  Over the past ten years I've learned NOT ALL PRO ADVISORS  ARE THE SAME.

As a former bookkeeper I got fed up with all the confusing ins and outs of  bookkeeping and with dealing with accountants who did not understand the types of information needed by small business owners.  It's not always the same as what they need for tax prep purposes.  So back in 2011, I took the extensive training courses became A Certified Pro Advisor for both QuickBooks Desktop and QuickBooks Online.  And in 2020 I became certified as an Advanced Pro Advisor and a T-Sheets Pro Tech.  Now I have access to upper level QuickBooks support, great discounts on Intuit products and over 30 years of business management experience to fill out the picture.

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  • I have a NON JUDGEMENTAL approach to dealing with major bookkeeping messes.  Hey, we all have to start somewhere!
  • My great sense of humor makes the untangling process fun as well as informative.
  • I have Over 25 years of office management experience that most likely includes the mistakes that you are now dealing with in your business. I have proven logical solutions to the common every day aggravations....like balancing your checkbook on QuickBooks Online, or  seek and destroy missions to find needed documents in your cardboard box filing system.
  • I understand what small businesses need to know for their daily operations....not just what you need to give to your accountant at the end of the year.
  • Extensive knowledge of QuickBooks Desktop and QuickBooks Online as well as several other computer programs such as Photoshop, Word and Excel make your pricey software work for you!
  • I have lots of experience in Report and Forms Designs that I customize for your business.
  • And most important.....I have the ability to speak with QuickBooks customer support in language that cuts to the heart of your issue quickly and gets your solution without stumbling through support options that you may or may not need.
  • I have a demanding office manager who ensures that every move I make serves his needs as well as yours.
my demanding office manager