Nice to meet you all and excited to use Quicken Business & Personal

Mentor123
Mentor123 Member
edited December 2025 in Introduce yourself!

As a Coach & CPA I like to guide & provide services for Small Businesses, Side Hustlers, Realtors, Handymans, Online Sellers etc. in various areas. Below are some of the areas where I will use it.

Conducting in person Seminar
I have used and taught QuickBooks in the past
Setting up Quicken for various businesses (Quicken allows to track multiple businesses)
Managing over all Cash Flow - Business & Personal
Preparing reports for business and taxes at the year end
Providing Tax tips and ideas to save taxes based on Quicken reports
Using various reports
Get data in to Quicken system efficiently
Manage Data in Quicken
Use reports for making timely decesion (Business & Personal)

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Comments

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Coch123,

    Welcome to the Quicken Simplifi Community! If you need assistance, please feel free to reach out!

    Thank you!

    -Coach Kristina

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