About Us
SHERRI L. ELSASSER
Sherri has been working in the financial arena for over 14 years and has been working with the Intuit® family of bookkeeping products for over 10 years.
Education:
- Undergraduate degree from Sam Houston State University in Huntsville, TX in May 1993
- QuickBooks Proadvisor® for over 7 years
Areas of concentration:
- Training seminars and private personal instruction for QuickBooks®, Quicken®, and related products
- Bookkeeping system set-up, integration and implementation of processes and document management systems
- Transition to paperless document management and bookkeeping systems
- Coordination of budgeting, bookkeeping with legal, tax and investment advisors and related processes
KAREN V. COOK, M.B.A.
Karen has been self-employed in the financial and money management field, handling Small Business, Oil & Gas, and Individual clients, since February 2001. She has over ten years experience using QuickBooks® and Quicken®.
Education and Training
- Undergraduate degree from The University of Texas at Austin, May 1989
- Masters of Business Administration, Finance concentration, University of Texas at San Antonio, December 2000
- Extensive experience and training in QuickBooks®, Quicken® and Microsoft Excel
- Notary Public for the State of Texas
Areas of Expertise
- Design and implementation of bookkeeping, billing and document management systems
- Management and coordination of bookkeeping systems, with an emphasis in timing of cash flows, cost control and budgeting
- Preparation of Financial Statements - Profit and Loss Statement, Balance Sheet and Statement of Cash Flows – for internal decision making
- Preparation of Financial Projections/Forecasts (pro forma financial statements)
- Communication with bank personnel and outside CPA firms regarding various financial matters
DENISE L. DEGEARE
Denise has been assisting small businesses and individuals gain productivity through technology since 2001. She has 20+ years of practical business technology expertise.
Education and Training
- Undergraduate degree from The University of North Carolina at Charlotte in History
- Training in all areas of hardware and software technologies
Areas of Expertise
- Analysis of client technology needs based on business conditions
- Plan and execution of technology processes that support business requirements
- Advanced troubleshooting of PC computers with an emphasis on Microsoft Windows, Microsoft Office programs (Word, Excel, PowerPoint, Outlook), and QuickBooks
- Design and implementation of software training projects
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