So many entrepreneurs and business owners know they need a bookkeeping system, do their homework, and end up choosing QuickBooksβ’.
Is it quick for us as bookkeepers? Most of the time.
Is it quick for you? Maybe not so much.
As a QuickBooksβ’ Desktop Certified ProAdvisors and QuickBooksβ’ Online Certified ProAdvisors, we can help you set up your new bookkeeping system and train you on how to manage it yourself.
With over two decades of Quickbooksβ’ experience, we know how to navigate the quirks and challenges of this system, as well as how to problem-solve the diagnostic issues that can come up.
Have you been through You Tube or paid for Online Training Programs and still don’t understand QuickBooks?!
That is because one size training does not fit all! Here at Balanced Office Solutions recognize that just because another business does this…. doesn’t mean that fits your business!
Getting organized about your bookkeeping right from the start is half of the battle with your books Whether you use the desktop or online version, QuickBooksβ’ is a great choice.
Just because you opened an account doesnβt mean youβre comfortable moving forward. You have to input a ton of information – bank accounts and credit card accounts, preferences and categories, vendors and customers, and a bunch of other things you might not be familiar with. You start to question if youβre in over your head – #stressful!
We are here to get you set up and educate you on avoiding the crucial errors you might make that can result in overwhelm overload when your books donβt make sense.
Invest in QB Success: 1:1 Training
Oh crap, this is not my jam
βI thought I could do this myself butββ¦.
Although many business owners choose this system, itβs not as as quick and easy to set up and manage as you might hope. Quickbooks β’ can be overwhelming. There are more contradictory Youtube videos out there than you could watch in your lifetime.
And if you think someone is just waiting for you to call on their help desk support line, think again. You can lose hours being shuffled around from person to person and still not have a solution to your problem – #frustrating!
The best way to win at Quickbooksβ’ is through training. We will set you up with an organized and clear strategy and prepare you to trouble-shoot potential issues. This training will give you the confidence to manage your day to day Quickbooksβ’ maintenance.
We offer two QuickBooksβ’ training options, both with the owner of Balanced Office Solutions, that are designed for those who already have an established QuickBooksβ’ account. The right option for you will depend on the complexities of your business and your level of technological savvy. All training packages include a 15-minute review of your chart of accounts.
QuickBooks Setup
This is for you if you want QuickBooks, but have no idea where to start!
Our QuickBooks Setup services are specifically designed to help save you time while getting your books set up in an easy-to-maintain manner. We also can include a bundled training package as well if you want your books setup and don’t want to learn on your own! We would love to help you!
Setup inlcludes
Keep It Simple QuickBooks Training
This is for you if you have QuickBooks set up and have some knowledge of QuickBooks.
We break this down into 3 hours of training which is broken into two 1.5 hour sessions.
Training Includes:
A Little Extra QuickBooks Training
This is for you if you have QuickBooks set up and have some knowledge of QuickBooks.
We break this down into 4.5 hours hours of training which is broken into three 1.5 hour sessions.
Training Includes:
All About You Customized QuickBooks Training
We realize that sometimes you donβt fit into a box, program, or package, but you still need to learn Quickbooksβ’. We create a custom training program that meets you exactly where you are, based on your needs and comfort level with Quickbooksβ’.
Price Varies on Needs β Contact Us for More Information!
Quickbooksβ’ Data Migration
Youβre ready to say buh-bye to your current bookkeeping software and hello to QuickBooksβ’ Desktop or QuickBooksβ’ Online. You know itβs the right choice, but the stress of making big changes to your business systems has you feeling a little shaky. I can help take the headache out of the process and efficiently transition you from your old system to QuickBooksβ’.
If you spend enough hours, you might be able to set up and manage QuickBooksβ’ on your own. But whatβs the value of the time youβd save? Are you 100% confident that all of your data will be converted correctly, and there wonβt be issued reconciling in your new account?
Let us make sure everything transitions properly so that the process is seamless.
Diagnostic Help
QuickBooks Hell Fixes
Even for the most tech savvy and organized people, bookkeeping can get complicated. And those complications tend to spring up at the most inconvenient times.
You could call the QuickBooksβ’ helpline with your problem, but youβll probably be shuffled around to seven different people to get one answer – #aggravating!
Instead, I can solve your issue from beginning to end, accessing a higher level of QuickBooksβ’ support directly if necessary, for quick and complete answers that will get you back up and running quickly and efficiently.
As a Certified QuickBooksβ’ ProAdvisor (Desktop and online) with over a decade of experience, I know all the ins, outs, and quirks of the software.
Let go of your Quickbooksβ’ stress. Learn more about our QuickBooksβ’ diagnostic and support services.
Frequently Asked Questions
I am always happy to speak and address any questions or concerns you may have about using my QuickBooks training services. I know there is an overwhelming amount of information out there as well as here! Plus maybe you have spent a lot of time and money already, trust me I get it. I want you to feel 100% comfortable and confident in your decision to use my services. I know you have so many more important things to do in your business than climbing the steep learning curve to learn everything there is about QuickBooks and I want to help get you there. Feeling confident and making QuickBooks work for you and your business not the other way around. I always offer a free, no obligation call to discuss all your questions! Feel free to go over to the contact page and lets jump on a call!
We believe that again on size does not fit all! We offer training services for those who want to learn and want to DIY, but if you want an extra hand after training we are certainly happy to help support your business! We have created our process so you get exactly the services you need for your business after training. Weβre always more than happy to provide custom services to fit your needs which may include monthly or quarterly bookkeeping for those who do not want to do their own after the training. Or if you are happy with DIY, but want someone to bounce questions off of or someone to review your bookkeeping quarterly we have services for that as well! Please always reach out we are happy to customize to meet your business needs!