Accounting Software Coach

One on One Coaching and Training

Set up and operation of:

• Quickbooks for Business
• Quicken for Personal Use

Help for:

• Small Business Owners
• Consultants
• Home BAsed Businesses
• Non-Profit Organizations
• Personal Finances

What I can do for you:

Coach you through the set-up and use of QuickBooks for your company on your computer

Define accounting terms and processes in understandable words

Guide in the preparation for year end for your accountant and tax returns

Show how to track income and expenses (including multiple streams of income)

Help Save time and money

• know at a glance where you are financially
• be in the drivers seat as you prepare for your accountant at tax time and answer questions

Provide continued support as questions, situations and concerns arise.

How it Works

We meet in person, if possible, and work together to set up your company in QuickBooks.  We review the information to be entered and practice entering transactions until you are familiar with your software.  Between sessions you will continue entering so that our subsequent sessions are effective.  The initial training takes place over two or three sessions.

Susan L Rae

Accounting Software Coach