Jakubson Financial Organizers

Wow! Joel is a lifesaver. I found him in a Hail Mary Google search for Quicken Essentials for the Mac consultants… I have a pending legal matter than required I learn how to use (stoopid) Quicken Essentials for the Mac in a hurry… no one seems to know much about this program, but Joel did!
Although I didn’t use Joel’s financial services, I would suspect he is as competent there as he was in a very specific area of software knowledge/​teaching.
After a bit more than an hour’s tutorial, with Joel driving my mouse around showing me the ropes, I was able to get this new program to ‘feel’ like my old Quicken 2007. He showed me a few shortcuts, ways to save reports, ways to correct categories in batches, etc. and saved me DAYS of horrible, tedious, mind-​numbing cleanup that I was facing.
Joel can instruct, not just repair… that was obvious in short order. There are lots of folks around that can take your stuff and fix it, but he has the heart of a teacher. He calmed me down (yes, I was semi-​hysterical when I called him) and guided me to find the answers I needed.
I have found, in life, that about 1 in 5 people I meet is either worth investing in friendship with, or 1 in 5 «experts» are, to me, really an expert. An expert should not only be able to solve my problem, but they should be able to tell me how they did it such that, faced by the same circumstance again, I can navigate my way out again.
In addition to being funny, smart, competent, and compassionate, Joel Jakubson is an expert.

I was desperate for help and looked on Craig’s List (disaster) and on the official Quicken Community Forums. Joel was the first person to respond to my generic questions about my Quicken issues. Joel came to my work locations on two occasions and did work off site to set up budgets and track my rental property expenses.
When I have questions, Joel is quick to respond and would recommend him without reservation.
Joel is an Quicken expert!
Rick

Joel Jakubson is a QUICKEN EXPERT!
Mr. Jakubson expertise goes well beyond Quicken’s online technical support.
I needed to email my accountant my tax info in a pdf format. Quicken online support told me it was impossible to make pdf files and my accountant must also have a copy of quicken to open documents created by quicken.
Joel in 2 minutes walked me through an easy way to create pdf tax files for my accountant.
A great testament to Mr. Jackubson and shame on quicken for not being able to provide information for very basic tax problems!