Financial Software
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Robert M., Consultant
3,202 satisfied customers
30 yrs. of computer experience in financial and marketing departments.
Pearl avatarPearl Wilson, Assistant
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Financial software questions? Ask an Expert now.

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Meet the Experts:

Robert M.

Robert M.

Consultant

3,202 satisfied customers

30 yrs. of computer experience in financial and marketing departments.

Doug Millington

Doug Millington

Certified Public Accountant (CPA)

268 satisfied customers

Bachelor of Science Cornell University 1979 - CPA since 1981 - Certified QuickBooks ProAdvisor - 30+ years experience.

AnswerCPA

AnswerCPA

Advisor

175 satisfied customers

QuickBooks Pro Advisor

Leanne Stewart

Leanne Stewart

Quickbooks Pro Certified

153 satisfied customers

QuickBooks certified, in my own business for 7+ years.

David Bennett

David Bennett

Certified QuickBooks ProAdvisor

91 satisfied customers

16+ yrs exper. QuickBooks Specialist, contract accounting technician, consultant & trainer!

jgordosea

jgordosea

Enrolled Agent

80 satisfied customers

Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs

Tom K

Tom K

Assistant Information Systems Manager

47 satisfied customers

Experienced in the usage of Financial programs such as Quickbooks, Peachtree, and Quicken.

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Help for financial software problems


With all the numbers flying around, it’s easy to get overwhelmed by the task of getting your finances in order. You might even find yourself wondering: “What is finance in the first place?” It’s a broad question, and as such, the answer can be broken down into at least two parts. On one hand, finance has to do with the management of funds. On the other, it is also a term that includes the process of obtaining these funds in the first place.


The field of finance can be grouped into three main categories:


  • Personal finance – This area of financial planning focuses on a person or family’s current financial status, as well as the strategies that can be implemented for future funding or budgeting.
  • Corporate finance – As the name suggests, this branch is concerned with the activities and tasks related to the financial side of running a business.
  • Public finance – Also called government finance, this covers taxation, official expenses, debt issuance policies, and budgeting, and how the government pays for its public services.

If a financial problem isn’t cause for a great deal of stress, then what is? Finance Experts understand how vital it is for you to understand your options. Whether your inquiry is about pension plans, credit reports loans, or even investment options, the Experts on JustAnswer are available to assist you 24/7 with your personal or business finance needs.


You can even ask follow-up questions, and approve payment only when you’re completely satisfied.

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I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

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Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

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Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

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I will tell you that...the things you have to go through to be an Expert are quite rigorous.
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Resolving financial software issues on JustAnswer


Some of the finance issues and inquiries already tackled by the Experts on JustAnswer include:


  • Can an LLC give a gift to an individual?
  • I bought some stock 30 years ago, and I can’t find the certificates. Do I still own this stock, even if I’m missing the certificates?
  • How do I do auto financing for my customers through banks?
  • Can you please look up the smallest acceptable amount of funding for a Series A investment fund and any sort of qualifiers for it?

Before reaching out for tax Expert guidance, be sure to gather any information and details you believe may prove helpful to the person assisting you.