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Financial Accounting Tutor
Alan M.

350 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $30
Response time: 5 hours
Alan M.'s Photo

Financial Accounting Tutor
Financial Accounting Tutor
Alan M.

350 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

350 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Alan


Bio

Undergraduate and MBA students and individuals contact me seeking help understanding Financial Accounting, QuickBooks, and Excel. I address these subjects using neutral accounting / QBO resources and Excel worksheets.

Wyzant Academic Honesty Policy provides ethical and professional boundaries within which tutors and students are to follow. Tutors are prohibited from doing homework, completing practice exams, “open book” tests or quizzes, timed assignments, case studies, data analysis, and...

Undergraduate and MBA students and individuals contact me seeking help understanding Financial Accounting, QuickBooks, and Excel. I address these subjects using neutral accounting / QBO resources and Excel worksheets.

Wyzant Academic Honesty Policy provides ethical and professional boundaries within which tutors and students are to follow. Tutors are prohibited from doing homework, completing practice exams, “open book” tests or quizzes, timed assignments, case studies, data analysis, and projects for or with students. Academic dishonesty is any form of cheating and plagiarism which results in students receiving unauthorized assistance in an academic exercise or receiving credit for work which is not their own. Likewise, a student may not solicit this kind of assistance.

I have nine years in accounting and 4.5 years in banking. I had a federal government classified security clearance when I worked at the DEA and U.S. Coast Guard in accounting. Education includes: 26 hours in accounting courses and 40 hours in business courses. Completed: FTCC Online Accounting Clerk (224 hours) 6/20/2023: Microsoft Excel, Accounting Ethics and QuickBooks Online Plus. Intuit Academy Bookkeeping by Intuit on Coursera. Certificate earned on 9/10/2023.


Education

Ambassdor College
Theology

Policies

  • Hourly Rate: $30
  • Rate details: If NO SHOW or Cancellation request for session, student will be charged one hour unless tutor is notified three hours in advance.
  • Lesson cancellation: 3 hours notice required
  • Background check passed on 1/31/2024

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Financial Accounting,

Financial Accounting

I have nine years experience in accounting and 4.5 years at Wells Fargo Bank.. Listed below are the accredited college courses I have completed that are directly related to the Accounting Tutor position. Accounting Courses (3.69 GPA, 26 Hours): 1. ACCTG 1A Financial Accounting 2. ACCTG 1B Managerial Accounting 3. ACCTG 104 Microcomputer Applications for Accounting 4. ACCTG 011 Cost Accounting 5. ACCTG 012 Auditing 6. ACCTG 015 Tax Accounting I 7. ACCTG 045 Government Accounting I 8. ACCT 311 Intermediate Accounting I
Managerial Accounting,

Managerial Accounting

Listed below are the accredited college courses I have completed that are directly related to the Accounting Tutor position. Accounting Courses (3.69 GPA, 26 Hours): 1. ACCTG 1A Financial Accounting 2. ACCTG 1B Managerial Accounting 3. ACCTG 104 Microcomputer Applications for Accounting 4. ACCTG 011 Cost Accounting 5. ACCTG 012 Auditing 6. ACCTG 015 Tax Accounting I 7. ACCTG 045 Government Accounting I 8. ACCT 311 Intermediate Accounting I
Microsoft Excel,

Microsoft Excel

I have used MS Excel since December 1999 as a useful tool in carrying out my responsibilities working in accounting. Examples: journal entries, bank reconciliation, and management reports. Completed Introduction to Data Analysis Using Excel on 8/20/2020. This was an online non-credit course authorized by Rice University and offered through Coursera.org.
Microsoft Word,

Microsoft Word

I have used Word to write business letters, research papers, and preparing speech communication.
QuickBooks,

QuickBooks

Completed the following professional development classes: 1. Accounting with QuickBooks (66 hours) 11/20/08, Fayetteville Technical Community College Continuing Education Course. 2. Mastering Payroll (45 hours) 11/24/08, Fayetteville Technical Community College Continuing Education Course. 3. FTCC Online Accounting Clerk (224 hours) 6/20/2023: Microsoft Excel, Accounting Ethics and QuickBooks Online Plus. I have accounting experience working with four different versions of QuickBooks: QuickBooks Enterprise Solutions Manufacturing and Wholesale v. 15.0 QuickBooks Pro 2014 QuickBooks Premier Edition 2015 QuickBooks Online
Tax Accounting

Tax Accounting

Completed ACCTG 015 Tax Accounting I. State and Local Sales and Use Returns Filed monthly and quarterly NC State and Local Sales and Use Tax returns and Amended returns as a Bookkeeper at three Cumberland County Schools from 9/20 to 9/21. Filed monthly TN State and Local Sales and Tax returns at The Pantry, Inc. while working in the Tax and License Department from 4/06 to 8/06. IRS Tax Return Preparation Ivey's Accounting Service, Inc., Lumberton, NC Tax Preparer, 12/09 to 2/10 Prepared individual federal and NC state income tax returns using Drake software. H&R Block, Spring Lake, NC Tax Pro I, 12/05 to 2/06 Prepared complete and accurate tax returns; introduced clients to and offered other financial products and services. Attended 36 hours of mandatory training sessions in 12/05 after completing a 66-hour income tax course on 11/21/05. PricewaterhouseCoopers LLP, Los Angeles, CA Tax Compliance Paraprofessional 12/04 to 3/05 Worked in the Global Compliance Services group as a Data Specialist. Imported and extracted data to and from client databases using Excel and Lotus Notes. Updated control sheets to accurately reflect activity and status of engagement for multinational firms. Attached scanned tax returns, financial statements, and work papers using standard guidelines. Ran management reports using Access from the GCS database that reported the status of the compliance work. Deloitte & Touche LLP, Los Angeles, CA Tax Project Paraprofessional 11/00 to 5/01 Created client work paper files for individual and partnership tax returns using Excel and original source documents. Performed data entry of accounting and tax information into GoSystem tax software. Processed partnership, individual and trust tax returns. Posted book / tax differences. Participated in sales and use tax recovery projects using Access and Excel.

Computer

Microsoft Excel,

Microsoft Excel

I have used MS Excel since December 1999 as a useful tool in carrying out my responsibilities working in accounting. Examples: journal entries, bank reconciliation, and management reports. Completed Introduction to Data Analysis Using Excel on 8/20/2020. This was an online non-credit course authorized by Rice University and offered through Coursera.org.
Microsoft Word,

Microsoft Word

I have used Word to write business letters, research papers, and preparing speech communication.
QuickBooks

QuickBooks

Completed the following professional development classes: 1. Accounting with QuickBooks (66 hours) 11/20/08, Fayetteville Technical Community College Continuing Education Course. 2. Mastering Payroll (45 hours) 11/24/08, Fayetteville Technical Community College Continuing Education Course. 3. FTCC Online Accounting Clerk (224 hours) 6/20/2023: Microsoft Excel, Accounting Ethics and QuickBooks Online Plus. I have accounting experience working with four different versions of QuickBooks: QuickBooks Enterprise Solutions Manufacturing and Wholesale v. 15.0 QuickBooks Pro 2014 QuickBooks Premier Edition 2015 QuickBooks Online

Corporate Training

Microsoft Excel,

Microsoft Excel

I have used MS Excel since December 1999 as a useful tool in carrying out my responsibilities working in accounting. Examples: journal entries, bank reconciliation, and management reports. Completed Introduction to Data Analysis Using Excel on 8/20/2020. This was an online non-credit course authorized by Rice University and offered through Coursera.org.
Microsoft Word,

Microsoft Word

I have used Word to write business letters, research papers, and preparing speech communication.
Tax Accounting

Tax Accounting

Completed ACCTG 015 Tax Accounting I. State and Local Sales and Use Returns Filed monthly and quarterly NC State and Local Sales and Use Tax returns and Amended returns as a Bookkeeper at three Cumberland County Schools from 9/20 to 9/21. Filed monthly TN State and Local Sales and Tax returns at The Pantry, Inc. while working in the Tax and License Department from 4/06 to 8/06. IRS Tax Return Preparation Ivey's Accounting Service, Inc., Lumberton, NC Tax Preparer, 12/09 to 2/10 Prepared individual federal and NC state income tax returns using Drake software. H&R Block, Spring Lake, NC Tax Pro I, 12/05 to 2/06 Prepared complete and accurate tax returns; introduced clients to and offered other financial products and services. Attended 36 hours of mandatory training sessions in 12/05 after completing a 66-hour income tax course on 11/21/05. PricewaterhouseCoopers LLP, Los Angeles, CA Tax Compliance Paraprofessional 12/04 to 3/05 Worked in the Global Compliance Services group as a Data Specialist. Imported and extracted data to and from client databases using Excel and Lotus Notes. Updated control sheets to accurately reflect activity and status of engagement for multinational firms. Attached scanned tax returns, financial statements, and work papers using standard guidelines. Ran management reports using Access from the GCS database that reported the status of the compliance work. Deloitte & Touche LLP, Los Angeles, CA Tax Project Paraprofessional 11/00 to 5/01 Created client work paper files for individual and partnership tax returns using Excel and original source documents. Performed data entry of accounting and tax information into GoSystem tax software. Processed partnership, individual and trust tax returns. Posted book / tax differences. Participated in sales and use tax recovery projects using Access and Excel.

History

Bible Studies

Bible Studies

Graduated from Ambassador College with a B.A. Degree with High Distinction. Major: Theology.

Homeschool

Prealgebra

Math

Tax Accounting,

Tax Accounting

Completed ACCTG 015 Tax Accounting I. State and Local Sales and Use Returns Filed monthly and quarterly NC State and Local Sales and Use Tax returns and Amended returns as a Bookkeeper at three Cumberland County Schools from 9/20 to 9/21. Filed monthly TN State and Local Sales and Tax returns at The Pantry, Inc. while working in the Tax and License Department from 4/06 to 8/06. IRS Tax Return Preparation Ivey's Accounting Service, Inc., Lumberton, NC Tax Preparer, 12/09 to 2/10 Prepared individual federal and NC state income tax returns using Drake software. H&R Block, Spring Lake, NC Tax Pro I, 12/05 to 2/06 Prepared complete and accurate tax returns; introduced clients to and offered other financial products and services. Attended 36 hours of mandatory training sessions in 12/05 after completing a 66-hour income tax course on 11/21/05. PricewaterhouseCoopers LLP, Los Angeles, CA Tax Compliance Paraprofessional 12/04 to 3/05 Worked in the Global Compliance Services group as a Data Specialist. Imported and extracted data to and from client databases using Excel and Lotus Notes. Updated control sheets to accurately reflect activity and status of engagement for multinational firms. Attached scanned tax returns, financial statements, and work papers using standard guidelines. Ran management reports using Access from the GCS database that reported the status of the compliance work. Deloitte & Touche LLP, Los Angeles, CA Tax Project Paraprofessional 11/00 to 5/01 Created client work paper files for individual and partnership tax returns using Excel and original source documents. Performed data entry of accounting and tax information into GoSystem tax software. Processed partnership, individual and trust tax returns. Posted book / tax differences. Participated in sales and use tax recovery projects using Access and Excel.
Prealgebra

Most Popular

Prealgebra

Other

Bible Studies

Bible Studies

Graduated from Ambassador College with a B.A. Degree with High Distinction. Major: Theology.

Examples of Expertise


Alan has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

4.7 (100 ratings)
5 star
(86)
4 star
(5)
3 star
(4)
2 star
(1)
1 star
(4)

Reviews

Knowledgeable and very professional

We’re setting up quickbooks online, business information, adding employees, adding customers, adding vendors, charts of accounts, create invoices, checking transactions.

Jeremias, 7 lessons with Alan

great tutor

Makes material digestible. Goes into detail and makes sure you understand. Does not hesitate to repeat steps if it means you understand the material.

Mirza, 1 lesson with Alan

Resistant and not wanting to listen

I had two lessons with Alan in which he was rude and did not want to listen to what me and my sister wanted to do for our lesson. We wanted to review example practice problems our professor gave us. I sent him the resources a week in advance but he did not look at the material. During the lesson, he spent time arguing that he could not go through the material because it would be an infringement on Wyzant's academic integrity policies. I continued to explain that the material was not homework and would not be an infringement. He continued to push back until he finally opened the material and looked at it. In the second lesson, he tried to share his own resources. When my sister and I said that we wanted to stick with going through what our professor had, he pushed back and said that his resources would be more beneficial and he spent years putting it together. I reiterated that our professor said the exam would be like those example problems and therefore we wanted to go through them. He did not respond and shook his head in annoyance. When we had 5 min left of the lesson, he moved on to another problem. I assumed he would finish on time, but instead he kept going past the time. He said nothing about the time and when he finished, he asked if we would continue until 15 minutes and added that he would be charging us for 1 hr 15 instead of the 1 hr that we scheduled.

Brooklyn, 4 lessons with Alan
Tutor responded:

Two USC students choose to schedule 5 sessions for a Financial Accounting tutor instead of asking their professor or Teaching Assistant from USC Marshall School of Business for understanding of correct answers to test questions in a 275 page “Course Reader” book distributed to their class. During our first 2 sessions in preparing for Midterm Exam 1 on Oct 17, I used neutral accounting material. Brooklyn’s replied, “Sounds like a good plan, I think that will help a lot.” Oct 27: received a “Course Reader” & booked 3 sessions. Before the 3rd session, I looked at the Course Reader, in addition to the course syllabus section Collaboration Policy and Copyright and No Recording Notice. I was concerned that reviewing the Course Reader would be a violation of Wyzant’s Academic Honesty Policy that provides ethical and professional boundaries within which tutors and students are to follow. Tutors are prohibited from doing homework, practice tests, “open book” tests or quizzes, timed assignments, case studies, data analysis, and projects for or with students. Academic dishonesty is any form of cheating and plagiarism which results in students receiving unauthorized assistance in an academic exercise or receiving credit for work which is not their own. Likewise, a student may not solicit this kind of assistance. My goal is to tutor financial principles of accounting with neutral material and Excel worksheets. We define accounting terms and concepts while asking questions to evaluate comprehension throughout a session. If students understand what we cover, they should be able to work on material provided by their instructor. It may take additional work and study, but it is possible, if they put forth the effort and invest time in this subject. 3rd Session: 11/03/23 Reviewed questions in the Course Reader. After our 3rd session, I asked Professor Sweeney, CPA; at USC Leventhal School of Accounting if students were permitted to request help from outside tutors on material in the Course Reader. 4th Session 11/04/23: Looked at q

Knowledgeable tutor!

Alan was very helpful. I have a greater understanding of Quickbook after working with Alan. I would highly recommend Alan as a tutor. If I need additional help, I will definitely reach out to Alan.

Irina, 3 lessons with Alan

Excellent

I really appreciated Alan's help and his knowledge and understanding. I found Alan to be an excellent tutor because he not only didn't just focus on my specific questions, but he also caught some trouble areas on his own as we were just talking and was nice enough to let me know and make suggestions. Thanks Alan, I'll use him again.

Jose, 1 lesson with Alan

Knowledgeable and easy to understand

Alan's attention to detail has helped be understand Principles of Accounting to a whole new level. He has developed a robust amount of material over the last few years that contains everything that a college student needs to master this subject. I absolutely look forward to working with him for the rest of the semester!

Felicia, 2 lessons with Alan

College Accounting Course

Great accounting tutor. He knows the topic extremely well and helped me be ready for my upcoming test at my university. Most recently I needed help with managerial accounting.

Joseph, 3 lessons with Alan

knowledgeable and immervise

Love Alan, we dived right into my first Financial Accounting class I had a test after this and was really struggling to get even the basics wrapped around my head. He came in and gave me the idea rather quickly and tailored to my needs. I had at least 4 question from that one session that came in the test which he said were really important. Highly recommend Allan!

Sujatha, 2 lessons with Alan

General review

Seems to have a passion for teaching and tutoring all things excel and provides worksheets for you to learn with on your own time. Just make sure if you want to learn something specific, you provide him with the physical documentation before your lesson to help tailor the session towards your needs.

Danielle, 1 lesson with Alan

Good Understanding of Financial Statements

It helped me understand the main Financial Statements for my Finacial Accounting class. He also provided excellent resources for further study and examples. I will use him again. He is also very respectful and patient, and encouraging.

Roderick, 2 lessons with Alan
Hourly Rate: $30
Response time: 5 hours
Contact Alan