- SetupA chart of accounts built for your business and your tax return, plus bank feeds, rules and opening balances.
- CleanupReconcile accounts, fix miscategorized transactions and clear out "uncategorized" balances.
- One-on-one trainingHands-on sessions for owners and staff using your own company file.
- Ongoing supportQuick answers when something doesn't look right, and periodic reviews.
What training covers
- Bank feeds and rules: categorizing transactions correctly and consistently
- Invoicing, receiving payments and managing accounts receivable
- Entering bills, paying vendors and tracking 1099 contractors
- Monthly bank and credit card reconciliations
- Reading your profit and loss statement and balance sheet
- What to send your CPA at month-end and year-end
Why learn from your CPA
Generic QuickBooks training teaches the software. We teach you to keep books the way your tax return needs them, so year-end is faster, deductions aren't missed, and the numbers you see during the year are numbers you can trust.
Frequently asked questions
Do you work with QuickBooks Online or Desktop?
We primarily work in QuickBooks Online and can help you move from Desktop.
How long does training take?
Most owners are comfortable with day-to-day tasks after a few focused sessions, tailored to how your business actually operates.
Can you train my bookkeeper or office manager?
Yes. We train owners and staff, and can review their work periodically.
My QuickBooks file is a mess. Should I start over?
Not necessarily. Many files can be cleaned up; sometimes a fresh start is faster. We'll review it and recommend the most efficient path.