Training Course Packages for QuickBooks Online

When you have that big project on the go that involves moving your business to the cloud, implementing new software and getting staff trained, the question becomes why wouldn’t you use a professional.    Each person does what they are experts at and what they do best.    When your vehicle needs a major engine overhaul, you don’t try to do this yourself - you contact a mechanic.   The same theory applies to software and training projects.

I have been doing this sort of work as a consultant for 7 years now.  This does not include the many years of building of my skills and knowledge as an employee.    My start began in the small business world which gave me in insider’s knowledge as to the requirements of small business and how many times change does not occur due to time constraints, staff that is not qualified to take on projects on this magnitude.  

This is where someone with my experience and knowledge can come in and get the project completed and your staff trained. I have discovered the efficiencies of working in the cloud and now I specialize in QuickBooks Online and the various apps that integrate with it. 

I have trained many people to not only use the software but understand what they are doing.   My training is relevant, I create related workflows and have had proven success with this process.  This training is hands on and typically it is completed on site.  I have also completed virtual training for clients who are more distant.

When you work with someone of my experience level, you will actually a successful outcome in a much shorter time frame.

So once again, why wouldn’t you work with a professional?

 

Ann Kurlovich Consulting Services 780-914-8676

 
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All Packages Include

  • QuickBooks Online Account Setup

  • QuickBooks Online Basic Training

  • Custom Training Using Your Actual Data

  • Transaction Entry

  • Bank & Credit Card Reconciliation

  • GST preparation & Filing

  • Basic Reporting

  • QuickBooks Online Exam Prep

  • Certificate of Completion

 
 

Training Packages

Basic Package

Advanced Package

Premium Package

Customized Options

 

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 – 6 to 8 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)

If you would like to book a consultation or want more information, call me at 780-914-8676

Premium 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)

 

Customized Packages Also Available

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