Jakubson Financial Organizers

Daily Money Manager - Quicken™ and QuickBooks™ Training

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Do the following statements sound familiar?

"I really wish I had my financial records organized, but I still just toss them in a shoebox."

“I like the idea of online bill paying and computerizing my finances, but I have no idea how to get started.”
 

If this sounds like you, we can help!


Jakubson Financial Organizers will organize your financial records, set up online access to your accounts, teach you how to use Quicken™personal finance software, and track your medical bills and reimbursements.  We will help you manage your financial affairs electronically, through online account setup and using Quicken™ or QuickBooks™ financial management software.

 

So if you need a Quicken™ setup help or Quicken™ training and tutoring, or if you want more extensive personal financial assistance, please contact us.  We also help with QuickBooks™ setup and training for personal use, or for small service oriented businesses.  We are resellers of SpringAhead online time tracking and billing solution, and RightNetworks web hosted QuickBooks applications.

Jakubson Financial Organizers provides Quicken™ and QuickBooks™ consulting, training, and financial organizational services in the entire San Francisco Bay Area.  We also provide online assistance nationwide using GoToMeeting.  We are fully insured, and can provide you with excellent references. Best of all, WE MAKE HOUSECALLS!!!

Jakubson Financial Organizers is a member of the Financial Planning Forum, the American Association of Daily Money Managers, and the Better Business Bureau.


Click here to see what services we offer!

Note:  Quicken and QuickBooks are trademarks of Intuit Corporation.  Jakubson Financial Organizers is an independent consultancy and is not affiliated in any way with Intuit Corporation.
Questions or comments? Get in touch with us at:
Jakubson Financial Organizers    
30 Sunrise Court, Suite 100     Menlo Park, CA 94025
Phone:  415.309.1678     email:  info@jakubson.com