1 ON 1 QUICKBOOKS TRAINING

Personal QuickBooks Training Sessions

This isn’t a video, or dry lecture. You will get extraordinary personalized training with an Accountant and QuickBooks guru so you are able to manage your entire business accounting and operations.

During this time, we will cover real live examples

  • QuickBooks Basics, Setting Up a Company, Working with Lists, Invoicing for Services
  • Processing Payments, Working with Bank Accounts and Credit Card Accounts, Entering and Paying Bills
  • Creating Reports, Preparing Payroll with QuickBooks, Setting Up Assets & Liabilities

Session will be designed around the following mastering packages.

Beginner - 2 Day Session

$999

  • Two days of learning the Quickbooks ins and outs
     
  • How to set up the foundation the right way
     
  • How and Why to set up everyday transactions
     
  • What reports to us and how to get the most from them
     
  • Learn How to automate the task and save time and money
     
  • Customizing your QuickBooks to your needs
     
  • If you have the payroll service, I will also teach you how to set it up correctly
    (This session will use provide 3-4 examples per activity for better understanding)
  • As a bonus, you will learn about simple Accounting tasks and Concepts 
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Fast Pace - 1 Day Session

$499

  • An accelerated session of learning the Quickbooks ins and outs
     
  • How to set up the foundation the right way
     
  • How and Why to set up everyday transactions
     
  • What reports to us and how to get the most from them
     
  • Learn How to automate the task and save time and money
     
  • Customizing your QuickBooks to your needs
     
  • If you have the payroll service, I will also teach you how to set it up correctly
    (This session will use provide 1-2 examples per activity for better understanding)
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Expert Tips & Tricks Session

$399

A session of learning the Quickbooks tricks and tips from an expert with 15 + years of experience using the software.

  • Clean up your vital lists...like Customers, Vendors, and Accounts.
    Sort and customize lists to view the information you need.
  • “Collapse” financial statements.
  • Batch invoicing
  •  Workflows and scheduled reports
  • Run reports (like your Profit & Loss Statement) by month or as a percentage of income.
     
  • Find transactions and other information you need...QUICKLY.
  • Speed up your work – tricks to speed up navigation and to work in multiple windows/screens.
  •  Discover keyboard shortcuts that save you time!
  •  Set up recurring transactions. You enter it once...and QuickBooks automatically enters it in the future. Wow!
  •  Create your OWN shortcuts.
  • Bank accounts and credit cards, and much more…
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