Consulting and Training

Business Consulting

We’ll work with you to help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.

Our  firm recognizes that businesses today face many complex challenges that can threaten their very survival. That’s we offers businesses the expertise to help you achieve your business goals and navigate through these challenges and grow your business.

We provide a wide variety of business consulting services to our clients including financial management, operational support, risk management and strategic planning. We take pride in the fact that we listen to your concerns and needs, and then work to develop a plan to help your business succeed.

Our services include:

  • Expense reduction strategies
  • Strategic business planning
  • New business advisor
  • Cash flow management
  • Budgets and projections

QuickBooks Consulting

QuickBooks is the most popular bookkeeping software for small business on the market. QuickBooks can be customized to fit almost all types of businesses. We can customize and teach you or your bookkeeper how to use the program to enter transactions correctly and produce accurate financial reports.

We provide QuickBooks training in Seattle area. All QuickBooks classes can be a 1:1 session or classroom training.  We also offer QuickBooks consulting. We will send a QuickBooks expert over to your location to install and setup the program for you. We will then train you or your bookkeeper how to use it.

We can create a customized list of topics to teach for an individual or business. Following are salient topics covered in training.

QuickBooks Basic Training

  • Setting up a company.
  • Creating and modifying a chart of account.
  • Creating and understanding items.
  • Working with Accounts Payable (entering bills and writing checks).
  • Entering Credit card transactions.
  • Working with Accounts Receivable (entering invoices, receipts, and payments).
  • How to setup QuickBooks for W-2 payroll.
  • Paying sales tax
  • Reconciling a bank account
  • Different types of reports
  • Backing up QuickBooks.

QuickBooks Consulting / Customized Training

  • Creating of company files
  • Customization of Company file
  • Chart of Account setup
  • Items List Setup, including inventory
  • Customers and Invoices Setup
  • Vendors and Billing Setup
  • Payroll Setup
  • Customize Sales and Billing forms
  • Customize of Process flow
  • Setup of Online Banking
  • Customize Reports
  • Etc

QuickBooks for Accountants

  • Using general entries
  • Managing loans and fixed assets in QuickBooks
  • Working with classes
  • How to  customize company files to different businesses
  • How to customize reports and working the audit trail
  • How to manage company files for your clients