Software Setup & Training
The right software should make running your business easier, not more complicated.
Whether you're setting up QuickBooks Online for the first time, moving from another accounting platform, or simply want to make sure you're getting the most from the software you already use, we'll help you get things set up properly and show you how to use it with confidence.
We can also help you evaluate the apps and tools that connect with QuickBooks Online so your technology works together efficiently without adding unnecessary complexity.
Here's How We Can Help
Software Setup
Choose the right QuickBooks Online subscription.
We'll help you determine which version of QuickBooks Online fits your business and the features you actually need.
Set up or transition your books.
Whether you're starting fresh or moving from another accounting platform, we'll help you get your QuickBooks Online file set up for your business.
Review your existing setup.
Already using QuickBooks Online? We can review your current setup and help determine whether your subscription and configuration still make sense for your needs.
Connect the right tools.
When additional software could make your workflow more efficient, we'll help you evaluate applications that integrate with QuickBooks Online and make sense for the way you work.
Software Training
Personalized One-on-One Training
We'll focus on the features and workflows that matter to your business so you can learn what you actually need rather than sitting through generic software training.
A Recording to Keep
After your session, you'll receive a recording you can return to whenever you need a refresher.
Questions After Training
If additional questions come up after your session, we'll let you know the best way to get the support you need.