About
Retail and Small Business Professionals with 25 Years' Experience
We are a dedicated team of Intuit Certified ProAdvisors, Retail Business Consultants and Bookkeeping Professionals working together to bring the best resources and solutions to our clients.
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We have spent years honing our talents in QuickBooks Online, Desktop, Point of Sale software and authoring training solutions. We offer full service set-up, and training packages, as well as affordable software solutions.
We work with many small and medium sized businesses nationwide. We can help establish retail locations, provide training to owners, bookkeepers and staff, create educational videos and provide ongoing support to help you get going and keep growing.
Christine Marcin, MA
Advanced Retail Solution Provider
QuickBooks Certified ProAdvisor and Software Training Specialist
Christiné has over 20 years of experience helping set-up new businesses for success. She has worked in almost every aspect of small business and retail start-up. She uses her background and experience in graphic design, branding, marketing, interior design and space planning to round out her extensive knowledge in business management and QuickBooks Point of Sale. She works closely with clients and bookkeepers to set-up, train and support QuickBooks Point of Sale software and Intuit Merchant Service users.
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She has become a valuable resource for QuickBooks ProAdvisors, bookkeepers and store owners nationwide.
Check out the Reviews page to hear what clients say about her level of service and contribution to their success.
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Christiné has a Master’s degree in Educational Leadership and Emerging Technology and teaches college courses each Fall. She is currently developing an online training platform and will be releasing new courses in QuickBooks Point of Sale later this year. She has a Bachelor's in Sustainable Interior Design and has designed office and retail spaces.
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Christiné has an odd but endearing sense of humor and loves animals; she has 2 giant Bernese Mountain dogs named Tank and Dozer, and 11 chickens named Betty.
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Terese Thomas
Full Charge Bookkeeper
QuickBooks Certified ProAdvisor
Terese is a full charge bookkeeper and QuickBooks Certified ProAdvisor. With over 20 years of experience working with Certified Public Accountants and managing teams of bookkeepers, she is one of our strongest and most in-demand QuickBooks professionals.
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Being our "Resident Guru" Terese helps our clients get the most out of QuickBooks by creating shortcuts, memorized transactions and creating customized reports. These tools are invaluable time-savers for advanced and novice users alike. She delivers training videos and sometime helps with support calls without a lot of technical talk - making it simple and easy for clients to learn quickly and move on.
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Terese loves numbers, so in her spare time she likes to play (what else?) Keno!
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Lisa Thayn
Onboarding Manager
Lisa is a multi-talented software/hardware support manager. She typically sets up new accounts and clients, and provides software implementations and new store set-up. She manages store updates and installation service projects. Lisa also has mad skills in web design and marketing and loves to take on new projects during her off hours.
Kristi Robertson
Bookkeeping
Kristi has over 15 years of accounting experience in a massive nation-wide corporation. She has 7 years of experience as an entrepreneur. She asks the right questions ahead of time in order to ensure tasks are completed correctly the first time. Her eye for detail, empathy for others, and warm personality make her one of the best support persons.
Who's next?
Looking for new team members!
We are looking for dedicated remote bookkeepers or semi-retired accountants with mad skills in bookkeeping. Do you want to join a fun team, work closely with clients and manage your own schedule? Email your resume to Terese@modernsecretary.com. We offer flexible hours, a rapidly growing client list and lots of fun projects to sink your teeth into.