Services
QuickBooks Training
We teach you how to set-up and use your QuickBooks file. Learn to create invoices, record deposits, set up products/services, record payments to vendors, reconcile bank accounts and print a variety of reports
Ideal for entrepreneurs
Up to 6 hrs of virtual training for $350
Once you complete the training you will be able to do the following:
Set up QuickBooks File
Build chart of accounts
Learn to create invoices for clients.
Create lists with prices for products/services
Set up recurring entries
Process payments to vendors
Reconcile bank accounts
Print reports
Up to 1 hour of telephone support following training
Accounting/Bookkeeping Support
We recognize that some owners want to dedicate their time to meeting the needs of their clients. We offer outsourced accounting services so that you can focus on your business.
Position Yourself to Succeed-Personal Finance Edition -$450
Ideal for those looking to improve their finances in 2022
3 Sessions
Once you complete the course and coaching sessions you will be able to do the following:
Set your financial goals and receive one-on-one coaching
Define budget and debt terms
Explain components needed to properly plan your financial goals.
Identify resources needed for success
Calculate your monthly budget
Develop strategies to eliminate debt and save
Compare your plan to your actions and evaluate your progress