QuickBooks One-on-One

Learning new software can be a very complicated task and learning in a group setting tends to complicate it even more. Therefore, we offer personalized QuickBooks training to assist in establishing a customized bookkeeping system for you and your business.​ Our Certified Quickbooks trainer will work one-on-one with you on your books, not theoretical or sample data. This means that you will be instantly applying what you learn into your daily business operations.

Training Includes:

  • Set-up of QuickBooks Company File
  • Customized Chart of Accounts
  • Accounts Payable (Vendor Set-up)
  • Accounts Receivable (Customer Set-up)
  • Hands on training on utilizing QB for everyday transactions


Personal Quickbooks training from certified experts.

Small Group Quickbooks Training

Having worked with with countless clients in the Houston area, we’ve come to this conclusion: as entrepreneurs we tend to be perfectionists in our respective areas of operations but often ignore the parts of business management which lay outside our specialties. To combat this we’ve created a Quickbooks training course to assist you, the go-getter, in not only operating your business from a professional bookkeeper’s perspective but also understanding what to expect in owning your business. Upon completion of the presentation portion of the class we will host an open discussion where our Quickbooks experts will answer questions regarding your specific business/industry and its operations.

Training Course Topics Include:

  • Business entities
  • Income tax and state filings
  • Financial Reports
  • Internal Controls
  • Employees and independent contractors
  • Payroll
  • Good business relationships