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Training & Education

Training you for success and expertise in QuickBooks

 

You want to get QuickBooks down, starting with a great foundation based on a solid knowledge base. We’ll train you to hit the ground running, from proper and contextual data file setup to proper understanding of QuickBooks workflows:

  • QuickBooks setup: QuickBooks setup and configuration is fairly straightforward. However, this luxury can be taken for granted. Our experts explain and demonstrate how to best set up your accounting software infrastructure, according to what you already have in place as a business.
  • QuickBooks training: Our experts train you on best practices, getting the most out of QuickBooks. They will explain why recording a customer payment or inventory is done in a certain way. They will train you, so you can train others in your business to get the most out of your accounting software.
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SauceBox™ Approach

Our trademarked SauceBox™ Approach is a five-step "secret-sauce" recipe to client success.  We start by listening to the client and walking through a methodical approach to finding a solution that fits our client's pain points.  Our goal is to provide the best possible client experience, every single time!

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SauceBox_01

Discover

Listen to the client and their pain points. 

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Synthesize

Determine the scope of client need(s).

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Solve

Provide a comprehensive solution based on the scope.

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Review

Complete a comprehensive follow-up with the client.

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Revisit

Provide scheduled check-ins to ensure client success.

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