I now have law firms as my niche specialty, and the accolades of my happy clients who simply love my ability of integrating data entry workflows with a law practice’s culture, putting accounting principles in the service of speedy and customized report delivery that matters.
The pandemic years changed my general QuickBooks practice of 20+ years, steering it towards back office financial administration for law practice. My strong “by the numbers” background yielded victories against the challenges of law practice accounting. I became very adept in using technology to overcome such challenges. I found myself stuck in front of the computer, wading through heaps of “solutions” that did little to truly improve accounting and operations workflow.
I was able to make full use of my expertise and problem-solving skills. I discovered the “gems” of financial apps that truly improve law practice accounting and bookkeeping through automation.
My skill set is still based on the accounting principles of applying workflow efficiencies. The “sweet spot” of my own practice is the ability to adapt those efficiencies to a law firm’s culture and management style… you are my ideal client!
My accounting career began with employment at a local Boston CPA firm who sponsored my studies at Bentley College. (when?)
I continued on my own providing financial reports for CPA and Tax Attorney clients riding the tech wave, making full use of various accounting, bookkeeping and write-up software.
The advent of QuickBooks put a fortunate spin on my work. I joined their ProAdvisor program. I also started specializing in several other applications that are better fits for custom assignments.
The ongoing explosion of technology in all the aspects of life and professions led me to specialize in the inner workings of one particular type of client, more than any other: I now have law firms as my niche specialty, and the accolades of my happy clients who simply love my ability of integrating data entry workflows with a law practice’s culture, putting accounting principles in the service of speedy and customized report delivery that matters.
My 30+ years as founder & principal of ProBooks equipped me with a solid understanding of most areas of law. I am happy to focus my practice on this distinguished group of professionals, and the satisfaction is always mutual.
The progress from basic data entry to mastering the technology of today has brought me immense personal and professional satisfaction, and the improvement I was able to witness and achieve is unimaginable.
My early career was in the airline industry. My studies were at the Pan American Flight Academy, where I received certifications as Flight Dispatcher and later as Flight Dispatch instructor for Pan Am.
The skills I developed allowed me to work with several major commercial and charter airlines in Miami, the Dominican Republic and Canada, focusing of the operational and technical aspect of flight safety, scheduling and operations.
These opportunities opened doors and made me friends and contacts in many countries, which I continue to maintain today.
After 11 gratifying years, I decided to explore new opportunities, which lead me to move to Spain. (doing what?)
I returned to Miami (after how long?) along with my business partner and we embarked on an untapped venture to locally mass-produce a popular Spanish food product: the “Tortilla Espanola”. The business was a well-hoped success. Following the September 11 attacks, the impact on our country’s safety and economic insecurities resulted in the cancellation of some of our largest contracts and eventually to the closing of operations.
A new opportunity brought me into the legal field: I began work for a sole practitioner law firm, where – in addition to the legal aspects, I also automated the antiquated accounting and record-keeping paper systems with QuickBooks and legal software. The progress from basic data entry to mastering the technology of today has brought me immense personal and professional satisfaction, and the improvement I was able to witness and achieve is unimaginable.
I continued in the legal field and I have been fortunate to provide dependable support and expertise to this top AV-rated law firm for the past 18 years.
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