This is a half day training course in utilizing the QuickBooks Accounting Software to manage daily accounting activities and use financial reports to grow and set goals for your business. Each course will be catered to your specific business needs. Included with this half day course will be 2 additional follow up sessions over one month to review your work and answer additional questions.
Each training session may include any of the following:
- Customization of Chart of Accounts
- Methods of Data Entry
- Invoice Creation (as well as creating Item Lists)
- Purchase Orders
- Inventory activities
- A/P and A/R assistance/training
- Reporting in QuickBooks – what is available and how to review
- Job Costing and/or Class Tracking
- Reconciliation of Accounts
- Journal Entry assistance
- Budget Creation
Prior to the Training Course please be prepared with the following:
- Bank/Savings Statements needing to be entered/reconciled
- Loan Statements/Lines of Credit
- Credit card statements
- Current Assets of company and values (and depreciation taken if any)
- List of any items paid personally (not ran through business accounts) if applicable
- Usernames and Passwords for all banking accounts or payroll accounts
This course will provide you with tools on how you can decrease your tax liability, increase your profits, and optimize your cash flow as you operate and grow your business.
christysbookkeepingsvcs@gmail.com
Phone: 801-808-3672
Christy’s Bookkeeping Services
Focus on growing your business, trust the bookkeeping to us
