Have questions on how to use QuickBooks? We can train you or your employees to properly operate QuickBooks specifically for your business or guide you in the set-up process to ensure that QuickBooks is working properly for your business.
Each session is tailored to your specific concerns and questions. In a typical 1 hour consulting session we will:
- Assist in linking your bank and credit card accounts to your QuickBooks file which will enable you to download and match transactions.
- Show you how to customize invoices.
- Review your chart of accounts to make sure the accounts you are using correlate with your industry.
- Review your trial balance to make sure your activity is being captured properly.
- Review the QuickBooks features and preferences you have set up to make sure you are getting the most out of the software.
- Provide QuickBooks tips based on the transactions you process.
- Set up memorized reports that you can refer to in the future.
- Answer any questions you have about using QuickBooks.
Why choose one-on-one attention instead of taking a class?
We remotely dial in to your location.
We focus on the individual issues facing your business.
We will be there to answer your specific questions and concerns.
No need to spend time on features that don?t impact your business!
Contact us today for an appointment.