QuickBooks is Awesome!

When you know how to use it - Let me show you how...

QuickBooks services are designed for your unique needs, remote access provided for training, easily available.

Services Provided

One to One Personal QuickBooks Training: Sessions are customized to meet your specific needs and get you on your way to learning QuickBooks proficiently.

Office Staff QuickBooks Training: Two – three people, customized as an overview of specific areas in need of training. Basics of QuickBooks are covered as needed.

Group QuickBooks Training: Course is pre-defined, covers most areas of QuickBooks and the basic navigation and functions to get familiar as an overview.

See also Online QuickBooks Training on this site

Mid-Year Check-up for your QuickBooks summary data – 25+ point checklist

Year-end Check-up for your QuickBooks summary data – 25+ point checklist, also includes

  • W-2 assistance
  • 1099 preparation assistance

The 25 point checklist encompasses a basic overview of summary of postings. This is an overall assessment of current processes. The assessment only takes a few hours and can be done remotely over the internet and with phone communication. The diagnostic analysis helps to identify problem areas that need attention within your bookkeeping and accounting processes. After the session, a written report of recommendations is provided regarding issues of concern.  See also QuickBooks Assessment

Bookkeeping or clean-up of data is an additional service which is available however it is not a part of the check-up services.

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