Practical Training

Chart of Accounts

Financial Statements

Would you like to understand your financial statements better?  Do you know how to make sense of your Balance Sheet or your Profit & Loss Statement? Have you ever coded transactions to the wrong Chart of Accounts because the one you need isn't set up for your business?

Journal Entries

Do you know how to enter journal entries?  I have trained journal entry concept, application, and entries for years.  There are times in a business when journal entries are needed, and mistakes in entries can have detrimental effects on the financials if entered improperly.

Employee Training

Owner Training

Group Training

Personal Training

Services available to have onsite training for either individual staff member or group meeting.  Practical accounting knowledge can help eliminate "Garbage in/Garbage Out" in the general ledger.  Training available in all areas of accounting from journal entries, bank reconciliations, excel, invoicing, vendor bills, balance sheet entries, expense allocation, etc.   Knowledgeable accounting staff eliminates wasted year end tax prep dollars, and more efficient internal processes. Training also offered to individuals for personal growth in the accounting arena.

Accounts Receivable

Collections process

Is your 60+ days overdue from your customers higher than 2.5%? Do you have processes put in place for 1st, 2nd, and 3rd followups to bring your customers current faster.  I have proven processes that not only build client rapport, but also improves your collections and cash flow.  With years of experience managing accounts receivable, I offer you solutions guaranteed to make your receivables easier to manage.

Payroll Training

Do you have a full understanding of payroll, payroll taxes at the company level, unemployment taxes, state taxes, filing requirements, and outsourced payroll services.  Payroll is one of the most critical areas that can be costly to a company if not processed timely and accurately.  I can help you understand payroll as I have processed payroll for thousands of employees, and many companies in my career.