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.

Connie’s training has been proven to be more effective to get bookkeepers up and running with more knowledge, confidence and skill. A practical approach that allows Bookkeepers and Accounting Technicians to gain the skill they need to tackle bookkeeping for a multitude of industries.

All Packages Include

  • QuickBooks Online Account Setup
  • QuickBooks Online Basic Training
  • 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  (3 hours)

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

Hands-On Training – Each Session 3 Hours Each

  • 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

Expected Outcome: Students will be able to preform day to day bookkeeping tasks in QuickBooks Online. They will have the confidence to write the QuickBooks Online Basic Certification.

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

Advanced Package

All items included in Basic Package

QuickBooks Online Advanced Training and Exam Prep

Also covers further training (2 additional 3 hour classes) in QuickBooks Online 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 (3 hours)

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

Training Hours Included – 30

Duration – 5 to 10 weeks

Expected Outcome: Students will be able to preform day to day bookkeeping tasks in QuickBooks Online. They will be able to to handle more comprehensive transactions and reporting. They will be able to setup basic automation within QBO or via ReceiptBank. They will have the confidence to write the QuickBooks Online Advanced Certification.

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: (3 Sessions, 3 hours each)

  • Payment Evolution
  • Plooto
  • T-Sheets
  • WayPay
  • MoneyThumb
  • Autoentry

Training Hours Included – 40

Duration – 6 to 12 weeks

Expected Outcome: Students will be able to preform day to day bookkeeping tasks using QuickBooks Online and various integrated apps. They will be able to handle more comprehensive transactions and reporting. They will have the skills to write the QuickBooks Online Advanced Certification.

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

Additional Applications