We currently offer one on one and small group classes to Accounting and Bookkeeping Firms as well as Small Businesses.

Specializing in QuickBooks Online and Various Apps, we can get you or your staff up and running quickly, smoothly and efficiently. By working with you on the proper use of the software and best practices to avoid pitfalls and wasted time.

Connie Sparks, CPB has been training Bookkeepers for over 20 years and has been working with cloud based software for almost 10. She has a “Keep it Simple” approach and philosophy for training and will work with you in a manner you understand and that makes it easy for you to take the ball and run.

Save the time and effort of figuring the best workflows on your own and let Connie show you her tried and true methods.

All Packages Include

  • QuickBooks Online Account Setup
  • QuickBooks Online Basic Training
  • Custom Training Using Your Actual Data
  • Transaction Entry
  • Bank & Credit Card Reconciliation
  • GST preparation & Filing
  • Basic Reporting
  • QuickBooks Online Exam Prep
  • Certificate of Completion

Basic Package

Navigating QuickBooks Online Only

Setup Basics

  • Company Settings
  • User Setup
  • Chart of Accounts
  • Customers & Suppliers
  • Products & Services
  • Bank Feeds
  • GST
  • Basic Payroll

Hands-On Training

  • Recording Sales, Payments & Deposits
  • Recording Expense & Purchase Transactions
  • Using Bank Fees and Setting Rules
  • Reconciliations
  • Processing Basic Payroll
  • Processing and Filing GST

Training Hours Included – 21

Duration – 4 to 7 weeks

Investment
One on One – $ 5000 per person
Group – $ 4000 per person (min 2, max 5)

Essentials Package

All items included in Basic Package

QuickBooks Online Advanced Training and Exam Prep

Also covers further training in QuickBooks for:

  • Inventory
  • Progress billing
  • Budgets
  • Class & Location Tracking
  • Customizing Forms
  • Advanced Reporting options
  • Advanced Payroll
  • Troubleshooting basics

Setup of Receipt Bank and Integration with QuickBooks Online

  • Uploading of documents
  • Configuration in Receipt Bank
  • Workflow and Best Practises
  • Automation

Training Hours Included – 30

Duration – 5 to 8 weeks

Investment
One on One $8000 per person
Group Training $ 6000 per person (min 2, max 5)

Full Arsenal Package

This Package Includes Everything From The Previous Packages

Plus Setup & Training In up to 3 Apps such as:

  • Payment Evolution
  • Plooto
  • Practise Managment Software (to be determined)
  • T-Sheets

Training Hours Included – 40

Duration – 6 to 12 weeks

Investment
One on One – $15,000 per person
Group Training $ 10,000 per person (min 2, max 5)

Additional Applications