COURSE:
Take Charge Now: QuickBooks Practice Essentials
Lecture Audience: Doctors, Staff, General
If there was ever a time to make this course a priority, it is now!
Attendees will learn from the expert how to maximize QuickBooks beyond tax accounting, to a highly effective
management tool for organizing their practice’s finances.
Interactive, informative and fun! This is not your typical accounting or software course.
Participants walk away not only with a greater understanding of QuickBooks, but with practical
information to implement immediately in their practice.
There are basic principles every practice
needs to use when they implement QuickBooks in their practice.
The most important aspect is the Practice Management Chart of
Accounts, designed for financial analysis, not only tax accounting.
This confidence-building course includes the organizational accountability between the practice
management software and QuickBooks, simplified payroll options, and the fruit of their effort –
the financial reports.
Whether your attendees are beginners or experienced users, they will learn five essentials for using QuickBooks in their practice:
-
A Practice Management Chart of Accounts
- Organized accountability between QuickBooks and the practice software
- Download credit card transactions
- Protecting your data
- Working with the practice's CPA
Recommended for novice and experienced users, everyone gains practical and simplified advice on getting the most out of QuickBooks in their practice. A half day course, attendance is limited for participant interaction.
LEARNING OBJECTIVES:
- Understand QuickBooks as a management tool.
- Create an effective practice management chart of accounts.
- Accountability between QuickBooks & practice management software.
"When I
saw the account list you showed in class and how the reports looked
from that list, I instantly wanted my QuickBooks to look that
understandable. And I now can! What a difference!"I've always been a little afraid to use this "accounting" software. Thanks for taking the fear out and replacing it with confidence."
"My accountant setup my QuickBooks and I had no clue what all the accounts meant. And he used accounting numbers. Thanks for giving me the freedom I needed to simplify my QuickBooks use!"
"Susan calmed all my fears when setting up Quickbooks. I tried to do it on my own and was completely overwhelmed. With Susan, I was up and running in no time and had a good working knowledge of the software. You can't go wrong with Susan!"
