QuickBooks, is a software solutions designed to manage invoicing, cash flow, payroll, sales, reporting, and many of the other needs of businesses and is often a bookkeeping system of majority of small businesses.
It also has organization tools to track income, expenses, reconcile bank accounts and credit cards, send estimates, inventory management, payroll, and more—things to help business owners run things more efficiently.
Knowing and mastering QuickBooks can help save your company time and money.

Sometimes business owners and managers are so overwhelmed by their daily business activities so that their companies’ financial records leave much to be desired.

Our experienced accounting professionals including EAs, Chartered Accountants and Certified Quickbook ProAdvisors are here to help with enhancement of your company’s effectiveness by providing bookkeeping and Quickbooks training sessions and webinars to the business owners and employees.

This is the list of topics we offer in our bookkeeping trainings:

– Basic accounting principles
– Cash and Accrual methods of accounting
– Understanding Financial Statements
– Running main reports (revenue, inventory, expenses, and more)
– Advising on how to do your own bookkeeping using your QuickBooks or other accounting software
– Cleaning-up/Organizing the bookkeeping you currently have
– Periodic closing of your books
– Preparation of monthly/quarterly/yearly Financial Statements (Balance Sheet, Profit & Loss Statement, Cashflow Statement)
– Import data into your Accounting software from Microsoft Excel
– Connecting QuickBooks to your businesses online banking
– Creating a chart of accounts
– Setting up customer invoicing and accounts receivable
– Paying bills, tracking purchase orders, and setting up accounts payable

We are here to continuously support our clients in accomplishing their business and personal goals

Contact us for more information about QuickBooks classes and webinars

Would like to discuss your tax-related personal or business matters or need any other professional assistance? You can easily secure convenient time by submitting Schedule an appointment request.

Schedule Appointment

To ensure a high quality of service and effective collaboration we reserve the right to confirm appointments only when scheduled at least 2 days in advance and accompanied by a brief comment on the matters you would like to discuss.