Training Insight

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Place Category: Business Services, Bookkeeping, Consulting, and Financial PlanningPlace Tags: business coaching, business consulting, business services, business training, financial system, QuickBooks Pro, software training, and Timeslips

  • Timeslips and QuickBooks Pro
    software training focused on your specific needs

    Training Insight offers one-on-one personalized training in your business environment. We clarify key concepts and relate them to your unique settings. Classroom training uses theoretical examples which can be difficult to grasp.

    We believe the best training tools are your own live business examples to set up and create your data files. Live data and actual transactions can be viewed historically to reinforce the training. Our goal is for you to get maximum benefits from your financial tracking software.

    Our services include: Pro

    • targeted training for your specific needs, first time users or advanced
    • needs assessment
    • time saving options and streamlining
    • report creation to help run your business
    • year-end wrap-up for tax reporting and prior year comparisons
    • software purchase, installation and customization
    • Third Party Electronic Billing Links
    • Linking Timeslips™ with QuickBooks® for accuracy and a
    • complete solution
    • Follow-up Tech Support, via phone and remote access

    How to get the most from a training session:

    • List or email agenda items to focus your training goals
    • Mark up existing reports, invoice layouts etc. to capture what you need
    • Organize records for handy access (especially financial records and logs)
    • Plan a time without interruption
    • Budget some time to use your new skills soon after the training

    Training Insight can accelerate your learning curve, enable greater proficiency plus help you generate meaningful reports for better business decisions.

    Send an email inquiry to get more from your financial software.

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