Our QBO Establishment and Training is a standalone service that focuses on setting businesses up for success. The purpose of the QBO Establishment and Training service is to act as a foundation for your small business, whereas outsourced accounting and CFO services are for those who aren't into DIY or want to outsource their financials.
QBO Hands On Training
Establish QBO account if not already established. A 50% discount off Intuit retail pricing for the first year will be available to clients who sign up through our firm.
Will support importing of all accounts from current year to current date into new QBO file through electronic files issued by client's bank.
Hands On QuickBooks Online Training - 4 (Four) hours to be divided as client sees fit into Four (4) - 1 hour appointments to be split between two months to include current reconciliation training and support.
Areas covered in training: Account connection, expense categorization, Chart of Accounts overview and management, vendor set up, reporting, month end reconciliation, invoicing, income management, transfers, deposits and any industry specific needs.
All hands on training will be recorded in the client file and client will retain rights to all video.
