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Excel and QuickBooks Training

I have expert level experience with:

Office 365, including Excel, Forms, Access, Teams, Outlook, OneNote

Google Sheets

Google forms

Airtable

Woodpecker

DocuSign

Zapier

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I offer group or individual instruction at your office or via Zoom.  

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Services for accounting include:

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Set up accounting applications and/or software, including

  • General Ledger

  • Chart of accounts (optimized for tax time)

  • Bank accounts

  • Credit card accounts

Catch up of past transactions and account reconciliations

Ongoing transaction input

Monthly accounting review via Zoom

Development of real-time dashboards 

Annual financial review

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I have experience with multiple business types and software.  Some ERP solutions I have worked with include:

 

QuickBooks Online

QuickBooks Desktop

Bill.com

Tallie

Expensify

Xero

Concur

Freshbooks  

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In addition,

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I can use many different tools to help give you access to your financial performance in real time.  In many cases, I can set up your accounting system so that I can work on the majority your financials remotely.  In some cases, I may be able to offer substantial savings on apps like QuickBooks and Bill.com.  

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Process Automation

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Using the latest in integration software applications, we can help you maximize workflows in your accounting processes.  Examples include
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  • Integrate your bookkeeping application with your bill paying application (eg QuickBooks connect with Bill.com)

  • Generate an email to specific people when a payment is received, new client is created, or new project is booked

  • Create KPI dashboards that update in real time (+/- 15 min)

  • Workflow implementation

  • Process and control evaluation

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Consulting, Coaching, and Training
 
Whether you need help discovering what application is best for you, training for you or your staff, or just someone to help you achieve your business goals, I can help! 
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  • Process improvement consulting - can you do what you do easier or more efficiently? 

  • Onsite or remote training.  Help your employees stay up to date or learn some of the latest techniques. 

  • Goals and accountability.  You know what you need to do, but maybe need a little push?  

  • Help choosing the right blend of software to keep you working on your business, not in your business! 

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