Educational and Professional Credentials

Bachelor of Science in Accounting, Central Washington University, 1981

Certified Public Accountant, State of Washington. 1981

Masters of Business Administration in Finance, University of Washington, 1982

Master of Science in Taxation, Golden Gate University, 2004

Related Industry, Professional Credentials, and Past Work Experience

Best-selling author of QuickBooks for Dummies (over 400,000 copies sold), of Quicken for Dummies (over 1,000,000 copies sold), and numerous other books about small business accounting, finance, project management, and technology.

Nationally recognized expert in business planning. Several top ranked business schools—including Dartmouth, Columbia and Notre Dame—use my book, MBA’s Guide to Microsoft Excel, for business planning classes.

Past business & technology columnist for national magazines including Inc Magazine, Home Office Computing, and PC World.

National and local business press coverage as personal finance, small business, and industry expert, including TV and Newspaper appearances on KNBC (Los Angeles NBC affiliate) and CNN, the Wall Street Journal, the Seattle Times, and the Puget Sound Business Journal.

Adjunct Tax Professor of Golden Gate University, the nation’s largest graduate tax school. Teach “Choice of Entity: S corporations and limited liability companies.”

Senior Consultant Arthur Andersen & Co, Management Information Consulting Division. (The consulting division of Arthur Andersen split off from the public accounting firm several years before the Enron debacle, remaining itself Accenture.)

Controller and Treasurer of Caddex Corporation, an early pioneer in the publishing software category. (Funded with $13M of venture capital, Caddex was acquired by a large public company.)