Our Services

QuickBooks® Training Services.
Training is performed by a full-charge bookkeeper with at least 3 years of bookkeeping & solid QuickBooks experience. We will identify areas where you may not be utilizing QuickBooks software to the fullest. We use simple vocabulary; all training is done in your office or via Web Ex. In our training session we will cover:

• An overview of accounting basics
• How to set up your data in QuickBooks and get started the right way
• Learn how to navigate the QuickBooks interface
• Learn common QuickBooks tasks like:
  • How transactions work in QuickBooks®
  • Setting up customers and jobs
  • Recording cash sales and invoices
  • Recording payments from customers
  • Using undeposited funds
  • Customer statements
  • Making bank deposits
  • Entering bills
  • Paying vendors
  • Printing and voiding checks
  • Reconciling your bank statement
  • Learn how to generate reports and analyze trends
  • Short-cuts, tips and tricks for working faster in QuickBooks

We will answer your questions and provide personalized training or ongoing bookkeeping if needed.