TL Williams

Outsourced Accounting, In-Charge

Terri-Lea is an Intuit Certified Bookkeeper and a Certified QuickBooks ProAdvisor. She has been guiding small business owners in leveraging QuickBooks for their unique businesses from a technical and accounting perspective for 34 years. Her certification for QuickBooks has been used to support our customers in optimizing their financials to make them more effective in their businesses. She has a proven ability to identify and implement improvements to streamline workflow and increase efficiency, productivity, and compliance. Her close friends call her “The Optimizer.” 

Areas of Expertise:

  • Bookkeeping
  • Books Cleanup
  • Financial Reporting
  • Inventory Services
  • QuickBooks Setup, Training and Consulting

Industry Focus:

  • Professional services
  • Cash-operated businesses
  • Nonprofit organizations
  • High-Net-Worth Individuals
  • Venture-backed companies

Professional Credentials & Affiliations:

  • QuickBooks® Desktop 1993,1997,2000,2001,2003,2004 (Mac), 2007, 2007 (Mac), 2009, 2010, 2011, 2012, 2013, 2016, 2017, 2018, 2019,2020,2021(certified)
  • QuickBooks® Online 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023(certified)
  • QuickBooks® Enterprise 2018, 2019, 2020, 2021(certified)
  • One-Write® Check System
  • Dome® Bookkeeping System

Software Expertise:

  • 3rd party applications integrated with QuickBooks
  • QuickBooks Desktop Basic / Pro / Premier
  • QuickBooks Desktop Enterprise Solutions
  • QuickBooks Desktop for Mac
  • QuickBooks Desktop Premier: Contractor Edition
  • QuickBooks Desktop Premier: Manufacturing and Wholesale Edition
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