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QuickBooks Training

Accurate financial information is critical to the success of your business.  It starts with setting up and understanding QuickBooks software and some basic bookkeeping principles.  Improper set-up or not understanding how to enter information correctly will result in more work for your accountant, higher costs and inaccurate financial information.  The bottom line is that you will never know how well or poorly your business is doing without properly setting up or understanding how your QuickBooks software functions.  Equally important is making sure that data entered into QuickBooks is entered in correctly. As the saying goes, "garbage in, garbage out."

Certified Quickbooks ProAdvisorWe help our clients manage these issues and insure that QuickBooks software is set-up and managed correctly.  As a QuickBooks Certified ProAdvisor we can help with:

  • Installation & set-up
  • Training
  • On-going accounting & software support
  • Monthly financial statement preparation
  • Bank reconciliation
  • Payroll
  • Payroll tax deposits & reporting
  • Year-end corporate tax returns

Our services are designed to help you, as a business owner, manage your business more effectively with fewer internal resources.  Contact us to learn how we can assist you.

QuickBooks Training & Support Packages

We provide custom training & support sessions either in our office or at your facility. Training is conducted by a Certified QuickBooks ProAdvisor.

While other companies provide a bookkeeper to teach you the software, we provide a professional accountant with business experience, to not only teach you the software, but also help guide and direct you on how to apply the software to your business needs.

QuickStart Training

Starting a new business and need to learn QuickBooks?  Our QuickStart program for QuickBooks will put you on a fast track to learning QuickBooks.  We do all the heavy lifting so you don't have to.  This includes setting up the company by a Certified QuickBooks ProAdvisor and professional accountant.  You can be assured it will be done correctly.  The set-up and one-on-one training is done in our office so you are not pulled away or interrupted during a training session and can focus on learning and understanding the software and what is being taught. 

What is Included:

  • Set-up of your company in QuickBooks
  • Set-up of your Chart of Accounts
  • Set-up of your Assets
  • 3 hours of training and support
  • Custom invoice for your company
  • Price - $495

Advanced Training and Tune-up 

Have you been using QuickBooks and are just not sure if you are using it correctly; that your chart of accounts is set-up correctly or you just can't seem to do the reconciliation?  Our Advanced Training and Support package will tailor a program to help and assist you with the areas you need assistance with.  We will do a check on your current company and then work with you, one-on-one, to make sure you understand the areas of QuickBooks that have been problematic for you. 

What is Included:

  • Check-up of your QuickBooks including a check on your chart of accounts, classifications, general ledger and bank reconciliations
  • 3 hours of training & support
  • Price - $495
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