QuickBooks Training Session

QUICKBOOKS TRAINING SESSION

One-on-one sessions of instruction.

Eliminate the guesswork and reduce the clicking.

Get training from a Certified QuickBooks ProAdvisor.

Ideal for business owners who are not ready for someone else to do their bookkeeping or those who have an employee in need of understanding how the cloud-based software works. This has been super popular with our new business owners.

Includes the following:

  • Set-up QBO

  • Chart of Accounts

  • Linking bank accounts

  • Company legal info in QuickBooks (Address, EIN, etc.)

  • Training to show the basics of how to use QBO.

  • How to create invoice

  • How to apply a payment

  • How to code bank feed transactions

  • How to match transactions

  • How to reconcile bank and credit card accounts

  • How to create adjusting journal entries for external payroll data, tax return data, etc.

Let’s Get Started… Our Process.

01. Introductory Call

  • During this free 15-minute conversation, let’s discuss your vision/goals, any pain points you’re experiencing, and how PAS can assist.

    The purpose of this meeting is to determine if we are a good fit for one another.

02. Onboarding / Consultation

  • We will review your current financial records/latest tax filing. This process allows us to get an understanding of your structure, the scope of work, and to provide the best recommendations.

    Includes the signing of the service agreement and software setup.

03. Deliverables

  • Per our service agreement, we will respond with the requested services. PAS values communication and your feedback. Please let us know your questions or concerns.

“Money moves from those who do not manage it to those who do.

Together, we can make your finances a priority.”

-Dave Ramsey