Consulting Tailored to Your Business

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Get personalized, one-on-one consulting designed to meet

your company's unique goals and challenges

with a focus on the following areas:

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• QuickBooks Setup & Cleanup
  Hands-on guidance to properly set up or clean up your QuickBooks Online or Desktop account.

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• QuickBooks Online Training
  Learn how to confidently use QBO features such as transaction entry, bank reconciliations, journal entries, reporting, and more. 

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• ​QuickBooks Desktop to QuickBooks Online Migration                            Assistance with transitioning from QuickBooks Desktop to QuickBooks Online.  Including help in determining the best timing and version of QuickBooks Online for your business. 

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• Project Management Integration Support
  Step-by-step training on how to integrate QuickBooks with project management platforms like Buildertrend, CoConstruct & Ressio—including how to troubleshoot sync issues and understand how data flows between systems.

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• Job Costing Best Practices
  In-depth training on how to apply proven job costing strategies using both QuickBooks and your project management software, from an experienced user who knows the tools inside and out.

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All consulting is delivered virtually via Zoom and tailored to

your pace, system, and goals.

 

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