Quickbooks Consulting and Training

As an Elite Quickbooks Pro-Advisor, I’ve been helping clients clean up their Quickbooks files for over 24 years.  

Quickbooks Training
 Other training classes may show you how to use the program in general but is not specific to your company’s needs. We conduct all of our training on your computer, using your data. By using your data, you can fully understand how to use and tailor the system for you.

 Quickbooks Tutoring -Remote or In person

A tutoring session with an expert helps you finally get the answers to all of your questions. You decide what you need the most help with.  We do remote tutoring with clients across the country. 

Basic Training

A great starting place for the beginner. This course covers “the basics”: payroll, managing A/R, A/P, bank reconciliation, chart of accounts and credit cards. We know the mistakes new users make and can help you avoid or correct those.


  • ½ day on-site or remote, personal instruction
  • Covers all basic Quickbooks functions
  • Comprehensive training guide
  • 60 day unlimited email and telephone support

Advanced Training

A good program for users who are familiar with Quickbooks but haven’t used all the capabilities the program has to offer. This session will cover the basics and much more. We’ll delve into customized reporting, class tracking, sales tax reporting, financial reporting,


  • full day, on-site or remote, personal instruction
  • Advanced training in functional area of client choice
  • Assist client with maximizing system performance
  • Comprehensive training guide
  • 90 day unlimited telephone and e-mail support

Quick Start

A Quickbooks expert will completely set up your Quickbooks file including your chart of accounts, payroll and more. We’ll show you the basics and how to quickly get up and running, which pitfalls to avoid and where to start. Includes:

  • Install Quickbooks (Software not included in rate)
  • Set up chart of accounts
  • ½ Day on-site, personal instruction
  • Comprehensive training guide
  • 60 day telephone support

Quickbooks Support Services

Quickbooks Check Up

Already know how to use Quickbooks but aren’t sure if you are doing everything right? This check up service is just for you. How it works: You give us your data file on disk and we review one year of transaction history to ensure that you are properly using the program. We’ll also give you tips on how to better utilize the system to meet your needs. If extensive clean up is necessary we can show you how to do it or for an additional fee we can fix the errors.

Quickbooks Clean Up

Is your system a little, well, out of control? Maybe there are weird dollar amounts you don’t understand or accounts with balances that just shouldn’t be there. Don’t despair, we can fix it! Not only will we make your data comprehensible, we’ll show you why the problem occurred and how to keep it from happening again.

Quickbooks Administrator

We offer complete consulting for general Quickbooks issues. Balance sheet won’t balance? Need to set up payroll or merchant processing, import or export data?  We’ve helped hundreds of users use and troubleshoot Quickbooks, we’ve seen almost everything and can help you fix it. 

Quickbooks Versions Supported:

Pro, Premier, Mac, Enterprise, third party integrations such as CCC, Paypal, T-Sheets, and hundreds of other apps and programs. 


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