Carol Garris

Current

Self-employeed at Carol E. Garris, CPA

Past

Owner/President at Transition Management Resources
Manager at Yorke & Associates CPAs
Owner/President at Transition Resources Inc.

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Education

California Polytechnic State University-San Luis Obispo

Recommended

2 people have recommended Carol

Connections

33 connections

Industry

Professional Training & Coaching

Websites

Carol Garris’s Summary

I am a QuickBooks guru and recovering CPA with a passion for turning accounting nightmares into fiscal order. I teach accountants, bookkeepers, QuickBooks ProAdvisors, and other professionals how to use QuickBooks to attract more clients, increase client retention, and increase their bottom line.

Carol Garris’s Specialties:

Advanced Quickbooks consulting and training, CPA firm administration and marketing, nonprofit accounting and reporting

Carol Garris’s Experience

Self-employeed

Carol E. Garris, CPA

(Computer Software industry)

January 2009 — Present (11 months)
Owner/President

Transition Management Resources

(Computer Software industry)

September 2006 — December 2008 (2 years 4 months)

Offer QuickBooks® consulting and training to CPAs, accountants and bookkeepers
- Cut bookkeeper position from full-time to half-time for nonprofit religious organization, saving $20,000 per year
- Developed QuickBooks® accounting system and trained owners for new, rapidly growing distribution business
- Coached owner’s wife from novice to handling business operations for three separate companies with $3 million in sales
- Taught college bookkeeping class at local junior college, Chaffey College
Manager

Yorke & Associates CPAs

(Accounting industry)

May 2001 — August 2006 (5 years 4 months)

Managed all accounting, audit, and QuickBooks® services for a variety of small businesses and nonprofit organizations
- Set up new CPA practice for previous managing partner of 24-person firm
- Set up firm accounting, billing, technology, and administrative systems
- Managed firm operations, technology, and marketing activities
- Converted businesses’ and nonprofit organizations’ accounting systems to QuickBooks software
- Trained clients and staff in the effective use of QuickBooks accounting software
- Performed financial statement audits, reviews, and compilations for small to medium businesses
Owner/President

Transition Resources Inc.

(Management Consulting industry)

January 1996 — May 2001 (5 years 5 months)

Established and operated successful company providing interim fiscal management services to small to medium nonprofits.
- Managed the formation of a three-person accounting department for $20 million nonprofit
- Acted as the controller for this new accounting department, trained the permanent controller and stepped in twice again as interim controller when the position was subsequently vacated
- Developed accounting policies, procedures, and forms for an administrative nonprofit organization created to perform the accounting, payroll, and human resources functions for three medium-sized nonprofits
- Managed the recreation of accounting records for a small community organization whose bookkeeper had embezzled $70,000 and had falsified seven months of financial reports to the Board of Directors
- Served as interim fiscal director for several small- to medium-sized nonprofit organizations and assisted in the search for a permanent replacement for the position

Carol Garris’s Education

California Polytechnic State University-San Luis Obispo

BS , Business Management-Accounting , 1980 — 1982

Additional Information

Carol Garris’s Websites:

Carol Garris’s Interests:

QuickBooks, learning new things, teaching, traveling, connecting with people, the internet

Carol Garris’s Groups:

The Sleeter Group

Certified QuickBooks ProAdvisors
The Certified Public Accountants Group
The Sleeter Group
Successful QuickBooks Consultants / Consulting - Accounting & Bookkeeping--Long for Success