| QuickBooks is the most popular accounting software program for small and medium sized businesses. We have consulted with hundreds of business on QuickBooks installations, tune-ups and problem solving.
We have Certified QuickBooks Pro Advisors on staff to help you take advantage of the power built into the software.
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QuickBooks Training Sessions
In just four hours you'll learn how to:
- Build cash flow immediately with 5 Reports hidden in QuickBooks
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- Isolate your most profitable work and focus on it for faster cash flow
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- Solve your biggest QuickBooks problems once and for all
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- Learn the "Click here - Type this" tricks that you must have
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The introductory course is a fast paced, half-day session that is unlike any other QuickBooks session you may see. You'll get the following:
The 7 common QuickBooks mistakes and how they hurt cash flow.
- 13 critical decisions in setting up your company - did you miss any?
- 21 shortcuts for data entry and reports that will save hours a week.
- Cash flow building secrets that are hidden in your QuickBooks data.
- Need to increase profits? 5 reports you must see daily.
- How to use QuickBooks to keep expenses under control.
- 3 steps in QuickBooks to stop collection problems once and for all.
- How to handle the transactions and reports that cause you trouble.
The introductory course is perfect for bookkeepers and business owners.
Here's what a satisified client has to say about the seminars:
"I received my bank statement yesterday and balanced the entire thing in less than 20 minutes! All of the monthly taxes worked out to the penny! I am so much more confident in the way that this program works now. I always felt like there was something wrong with the set-up among other issues, but now I am ready to utilize the program to its full capacity as much as our company can. Thanks again, you guys are awesome!"
Toni Yung
K & K Precision, Inc.
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QuickBooks Needs Analysis
Not sure what kind of QuickBooks help you need? We will come to your business and give you an honest appraisal of your needs at no charge. Contact us to take advantage of this free offer!
Basic Installation & Training - ½ Day Session
This cost effective package is perfect for you if:
- You haven't yet installed QuickBooks, but want to do it right the first time.
- You installed QuickBooks but have some problems.
With this $495 Basic Installation Service & Training Package, you get:
- A cost effective solution that meets both present and anticipated future accounting and reporting needs of your business.
- A professional QuickBooks software installation and company setup, which includes the following:
- Company Information
- Chart of Accounts Setup
- Operation Preferences Setup
- Vendor and Customer Setup and Instruction
- Opening Balances (from your information)
- Bank Reconciliation Preparation
- Basic Financial Reports Customization
- One hour on site instruction conducted by one of our Certified QuickBooks Pro Advisors on the following processes:
- How to pay bills
- How to print checks
- How to enter invoices
- How to receive payments
- How to make deposits
Hardware and software are not included with this package and the client is responsible for individual data entry. We will provide instruction and examples. We can provide data entry service and will be happy to quote a price upon request.
Additional prepaid time blocks are also available to reduce your service costs and assure you of the highest priority when you call for service. You may also add one of our other packages such as 5 Minute Books or upgrade to our Intermediate package.
Do you want to concentrate your energy on cash flow building activities? Would you like to get rid of all your accounting and bookkeeping headaches while still maintaining total control?
Read more
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Intermediate Service & Training - Two ½ Day Sessions
This package is perfect for you if:
- You are ready to install QuickBooks and need to set up some of the advanced features.
- You have already installed QuickBooks and want to make use of some of the advanced features.
With this $895 package, you get:
- A cost-effective solution that meets both present and anticipated future accounting and reporting needs of the company.
- A professional QuickBooks software installation and company setup, which includes the following:
- Company Information
- Chart of Accounts Setup
- Operation Preferences Setup
- Vendor and Customer Setup and Instruction
- Opening balances entered from client information
- Bank Reconciliation Preparation
- Basic Financial Reports Customization
- Payroll Setup
- Invoice Customization
- ½ Day on-site instruction conducted by an expert on the following processes:
- How to enter sales and process cash receipts
- How to enter bills and process cash payments
- How to print checks and invoices
- How to enter A/R and A/P
- Introduction to reconciliation of bank and credit card statements
- How to generate reports such as the Balance Sheet and Profit & Loss Statement and use the export features
- How to handle payroll
- How to backup the data files
- One-Hour of telephone support with QuickBooks experts
Hardware and software are not included, and the client is responsible for individual data entry. We will provide instruction and examples. We can provide data entry service and will be happy to quote a price upon request.
Additional prepaid time blocks are also available to reduce your service costs and assure you of the highest priority when you call for service. You may also add one of our other packages such as 5 Minute Books
Do you want to concentrate your energy on cash flow building activities? Would you like to get rid of all your accounting and bookkeeping headaches while still maintaining total control?
Read more
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5-Minute Books
It has been proven over and over that in a typical business, 20% of what is done drives 80% of profits. This $295 package gives you a "5 Minute Books" scorecard every day. Why is it called "5 Minute Books"? If you spend 5 minutes, every day at 5:00, looking at 5 reports, you will soon see the pattern.
On a good day - ask "What did we do right"? When you have a bad day - ask, "How did we fail to concentrate on the 20%". Within 30 days you will start focusing on the 20% and skip the 80% that is a waste of time.
It has also been proven over and over that in a business, "what gets measured gets managed." 5 Minute Books can help you start the measurement process. We can help you take this measurement and help improve your cash flow and profits. Read more
Do you want to concentrate your energy on cash flow building activities? Would you like to get rid of all your accounting and bookkeeping headaches while still maintaining total control?
Read more
Outsourced Bookkeeping
Do you want to concentrate your energy on cash flow building activities? Would you like to get rid of all your accounting and bookkeeping headaches while still maintaining total control?
Read more
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