Keith Gormezano (Dr. QuickBooks)

Current

• Board Member at Ravenna Woods Condominium Association
• "Dr. QuickBooks: I Make House Calls" at A Better Temporary, Inc.: QuickBooks and Quicken Training in Greater Seattle and Western Washington

Past

• Operations and Office Manager or Chief Operations Officer (COO) at Stuart Silk Architects
• Office Manager at Stuart Silk Architects
• Freelance Office Professional at Various Fortune 500 companies

• Office Manager at U.S. Census
• Patient Collections Representative at Harborview Medical Center
• Patient Collections Representative at UW Medical Center
• Real Estate Agent at Jim Stacey Realty
• Real Estate Agent at Kamus Realty
• Apartment Manager at Washington Park Apartments
• Law Clerk and Assistant to Senior Partner at Schroeter, Goldmark & Bender
• VISTA volunteer and grantwriter at Pike Market Senior Center
• VISTA volunteer and employment coordinator at Fremont Public Association
• Public Information Officer at Operation Improvement Foundation

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Education

• North Seattle Community College
• Seattle University School of Law
• University of Iowa

• Yeshiva Aish HaTorah
• West High School
• University High School

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3 more...

Recommended

7 people have recommended Keith

Connections

282 connections

Industry

Computer Software

Websites

• My Website
• My Blog
• Biznik Networking Profile

Keith Gormezano (Dr. QuickBooks)’s Summary

I teach small business owners how to effectively set up and use QuickBooks and other accounting and bookkeeping software (for Windows or Mac) as well as personal financial management software like Quicken.

I do that by offering one-on-one personalized training, tutoring, classes, instruction, lessons, seminars, and help at their businesses, homes, coffee shops, my place, or online at their pace.

There is nothing more fun than watching someone's eyes light up as they gain the self-confidence by making their financial or accounting software work for them, instead of the other way around, showing them how to link up their bank accounts to the program and learn how to produce financial reports that tell them how their business or investment and retirement plans are really doing.

And so they don't make the mistake two of my small business clients made by creating their chart of accounts for a C corporation when they were a LLC and setting up their credit card as an expense account for the other.

Do you need someone to set up or check your business or start ups chart of accounts, financial records, or books? Have you slowly come to the realization that you don't know how to use your accounting software and it is affecting your bottom line?

Has your company grown to the point where it would be nice to have someone come in on a regular basis to train, tutor, and instruct you and your staff in QuickBooks (not Quick Books) or Quicken for Home and Business to do your bookkeeping and financial reports and let you make more money by doing what you really enjoy doing?

Or would you rather sit in the dark?

Call me at (206) 789-8328 or e-mail me at abt@scn.org. Please mention LinkedIn in your message or e-mail.

I charge $120 an hour on an hourly basis, offer three hour blocks of time for $295, a savings of $65, and unlimited set up, review, and training for QuickBooks Pro (PC or Mac) for $1,195 for a year.

Keith Gormezano (Dr. QuickBooks)’s Specialties:

QuickBooks, Quick Books, Quicken, one-on-one, on-site, in-person, classes, tutoring, HR, employee benefits for part-time employees, purchasing, marketing, computer networks, financial modeling, social and online networking, Peachtree, tutoring, training, temporary help, marketing, web design, meta tags, accounting, bookkeeping, financial planning

Keith Gormezano (Dr. QuickBooks)’s Experience

• Board Member

  Ravenna Woods Condominium Association

  (Real Estate industry)

  November 2008 — Present (9 months)

  Serve as web coordinator of the association's web site at http://ravennawoodscondos.webs.com which has copies of the Declaration, Articles of Incorporation, By-Laws, Meeting Minutes , House Rules.
  
  Currently pushing the board to be more transparent; create accurate and detailed meeting minutes; & open up board meetings to all homeowners & prospective homeowners.
  
  This would include more information in the minutes such as who voted for or against rather than simply saying the motion passed; include dissenting opinions; listing the pros & cons of positions presented at meetings rather than the final decision; if an item is tabled for discussion, including it in the minutes to inform homeowners of future expenditures; & when homeowners file complaints against other units, including that information so future homeowners don't have the unpleasant surprise of finding out something about their neighbor that some would say should have been disclosed as it could effect property values.

• "Dr. QuickBooks: I Make House Calls"

  A Better Temporary, Inc.: QuickBooks and Quicken Training in Greater Seattle and Western Washington

  (Privately Held; Accounting industry)

  February 2003 — Present (6 years 6 months)

  As a Certified QuickBooks ProAdvisor with additional certification in Intuit's Enterprise and Point of Sale (POS) software and former "COO", I can help you solve some common software related accounting, bookkeeping, tax, and business structure issues and problems.
  
  Well, let me come to you so you can show me your business or bring your friendly laptop for coffee at an independent coffee shop and chat for 30 minutes about what I can do for you and to bounce ideas off of. You’ve hired an attorney, accountant, insurance broker, and others to help you start your business.
  
  Shouldn’t you hire someone to teach you how to effectively use the accounting software that you’ll be relying on to discover how well you are (or aren’t) doing?
  
  Visit my web site at http://www.scn.org/~abt for more information.

• Operations and Office Manager or Chief Operations Officer (COO)

  Stuart Silk Architects

  (Architecture & Planning industry)

  November 2001 — February 2003 (1 year 4 months)

  Ran the day to day operations for the company which had revenues approaching 2 million a year, 15-18 employees, and profit margins of 22-30% in spite of costs increasing 20%.
  
  Provided part time employees working 20+ hours a week with full health benefits and prorated paid sick, holiday, vacation, and bereavement leave.
  
  When economy tanked, recommended that everyone including the owner take a 10% pay cut to prevent lay offs.
  
  Later when that didn't work, suggested that the company institute a series of rotating layoffs including myself so no one would lost their job and/or shared layoffs so employees could work half time and collect unemployment for the other half through a unique state program.
  
  Proposed that employees who wanted to take off and travel could take a lay off and have a guaranteed job when they returned in 3-6 months. Also suggested and later implemented that we farm out folks to other architectural firms that needed temporary staff.
  
  Created a financial model in Excel to measure billable hours by employee to improve our revenue.

• Office Manager

  Stuart Silk Architects

  (Architecture & Planning industry)

  November 2000 — November 2001 (1 year 1 month)

  Used QuickBooks Pro to set up vendors, customers, accounts & payroll items, process bills & write checks, prepare financial statements, manage 220-numbered chart of accounts to track income, expenses, liabilities, equity, assets, transfer money electronically, pay staff using direct deposit, same day preparation & payment of payroll taxes via the Web & EFT, & reconcile 5 online bank accounts including PayPal.
  
  Paid 80% of our bills by either automatic withdrawal or using mileage based credit card (the employees got the flights which motivated them to stay) within 48 hours of receipt which made our vendors more than willing to go the extra mile when asked.

• Freelance Office Professional

  Various Fortune 500 companies

  (Outsourcing/Offshoring industry)

  August 1993 — October 2000 (7 years 3 months)

  Carrying a beeper, was available at a moments notice to go out and serve as temporary administrative or executive assistant using MS Word, Excel, PowerPoint, Access, Outlook, and Internet Explorer. On one assignment was told by employer that I was a better temporary than he was expecting which is how I got my current company's name.

• Office Manager

  U.S. Census

  (Government Agency; 10,001 or more employees; Public Policy industry)

  June 2000 — August 2000 (3 months)

  Served as office manager and supply room person for downtown Seattle U.S. Census office.

• Patient Collections Representative

  Harborview Medical Center

  (Non-Profit; Hospital & Health Care industry)

  January 1990 — July 1993 (3 years 7 months)

  At HMC in Seattle, answered phone by third ring. Wrote off $900,000 in charity care for uninsured and insured patients. Billed workers compensation or labor and industries (LNI) insurance Finished 110% of accounts. Came up with several creative ways to save time and money.

• Patient Collections Representative

  UW Medical Center

  (Government Agency; 1001-5000 employees; Hospital & Health Care industry)

  January 1990 — July 1993 (3 years 7 months)

  Answered phone by third ring. At Patient Financial Services at UWMC, I wrote off $900,000 in charity or uncompensated care for uninsured and insured patients. Billed medical and car insurance when necessary. Finished 110% of accounts and pitched in to help out my coworkers who were overwhelmed with difficult accounts.

• Real Estate Agent

  Jim Stacey Realty

  (Real Estate industry)

  November 1988 — June 1989 (8 months)

  Although the company only represented buyers, I brought new clients in by obtaining listings and creatively marketing them (such as leaving a flyer for a three bedroom house in local parenting and baby magazines distributed in a specific neighborhood (I figured that parents would want to stay in their neighborhood.))

• Real Estate Agent

  Kamus Realty

  (Real Estate industry)

  January 1988 — October 1988 (10 months)

• Apartment Manager

  Washington Park Apartments

  (Real Estate industry)

  May 1982 — September 1987 (5 years 5 months)

  Managed diverse apartment building in changing neighborhood. Had zero default or skip rate and only one tenant damaged their unit during my tenure.

• Law Clerk and Assistant to Senior Partner

  Schroeter, Goldmark & Bender

  (Law Practice industry)

  June 1987 — August 1987 (3 months)

• VISTA volunteer and grantwriter

  Pike Market Senior Center

  (Civic & Social Organization industry)

  December 1982 — May 1983 (6 months)

  Identified private and government funding sources and wrote grants for organizaton.

• VISTA volunteer and employment coordinator

  Fremont Public Association

  (Public Policy industry)

  March 1982 — November 1982 (9 months)

  Served as Employment Coordinator to place people in staffing and recruiting positions. Also wrote grants to obtain state funding. Unfortunately, I was so successful in getting my position funded that I ended up having nothing to do so I asked to be reassigned to another agency that needed my help.

• Public Information Officer

  Operation Improvement Foundation

  (Non-Profit Organization Management industry)

  December 1980 — May 1981 (6 months)

Keith Gormezano (Dr. QuickBooks)’s Education

• North Seattle Community College

  N/A , Computer Software , 1989 — 1990

• Seattle University School of Law

  Law 1984 — 1986

  Activities and Societies:

  Nominated to be graduation speaker. Completed two years. Later appointed to be Arbiter for New York Stock Exchange (NYSE), National Association of Securities Dealers (NASD), Better Business Bureau, Multiple Listing Service for Real Estate Agents.

• University of Iowa

  B.G.S. , Economics, English, Classics, ROTC , 1973 — 1980

  Activities and Societies:

  Served on Board of Trustees for the Daily Iowan, the daily student newspaper, student senate, and other advisory commissions.

• Yeshiva Aish HaTorah

  N/A , 1977 — 1977

• West High School

  1971 — 1973

• University High School

  1967 — 1971

Additional Information

Keith Gormezano (Dr. QuickBooks)’s Websites:

• My Website
• My Blog
• Biznik Networking Profile

Keith Gormezano (Dr. QuickBooks)’s Interests:

Hiking, without the ten essentials, future forecasting, setting off car alarms in nice neighborhoods, financial modeling, cat juggling, social networking, Entertainment Book

Keith Gormezano (Dr. QuickBooks)’s Honors:

Who's Who in America, Marquis, 2002-2008
Certified QuickBooks ProAdvisor, 2007 with additional certification in Intuit's Point of Sale (POS) and Enterprise software (2009)
Outstanding Small Press Magazine (Publisher or Editor), Pushcart Press, 1983, 1986, 1990
Nominee, Jefferson Award for Public Service, Seattle Post-Intelligencer, 1985
Co-Volunteer of the Month, United Way Agency, 1983
Citizen of the Day, KIXI Radio Station, 1982
Vietnam Veterans Memorial Fund Award, Fundraising, 1981

Keith Gormezano (Dr. QuickBooks)’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
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• reference requests
• getting back in touch