If You Need a Recommendation for a Small-Business Based Quickbooks Expert/Financial Services Specialist

I’ve recently had a few colleagues ready to tackle their 2009 taxes who have asked who I use to reconcile my books, help with various year end reports, who can provide Quickbooks help, and other accounting and financial services.  It occurred to me there are probably others who might have the same questions at this time of the year.

Pat Kenner from Kenmar Management, Inc., has been providing my small business with accounting and financial services for the past five years, coming into my home office on a quarterly basis. She is a Quickbooks expert and although she’s works primarily with Windows, she works her way around my Mac version very well.

Pat has a BA from UCLA, an MBA from UCLA, John E. Anderson Graduate School of Management-Concentration in Accounting/Information Systems, and in 1999, UC Irvine, Certificate in Personal Financial Planning.

Regarding Quickbooks, she can do it all from setting up new books, conversion to Quickbooks software, ‘cleaning up’ existing Quickbooks files, accounts reconciliation, customizing reports, etc.

Pat can provide hands-on accounting for a very small business, or train you and your employees to use QuickBooks with her oversight quarterly or annually, whatever it is you need.

I really like that she takes notes of each time she’s in and of conversations we have between meetings so she always knows where we left off and what we need to do.  Nothing seems to fall through the cracks.  She’s actually saved my you-know-what a few times on reports I planned to do myself, but ran into a problem with it just as it was due.  She’s made phone calls on my behalf to various State agencies  to work out a problem.

What more can I say, she keeps me up and running inspite of the obstacles I throw her way from time to time.  She’s one of those real reliable, salt-of-the-earth type of people.

She doesn’t prepare tax returns, and only works in south Orange County.

Her standard rate is $55/hour but can be negotiated lower with a minimum of 20 hours per month.

Pat Kenner
Phone (949) 489-0919
Email:  pkenner@cox.net

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