Most of my clients did not start their business because they thought bookkeeping was fun.  I bet you didn't
either.  In fact, they didn't realize just how paperwork could pull them away from their true passion, their
business...

My passion is to help business owners and managers to exceed their expectations and goals when it comes
to organizing, entering and understanding data.  My goal is to make that overwhelming bookkeeping chore
manageable and to help you get back to your business.  

If you decide individual consulting is the right choice, I will sit down with you and review your pain points, make
some suggestions, and help you to implement the changes.  I'll be available as much or as little as you need,
being careful to never "overstay my welcome"  You'll decide how much support you need along the way and
how much you want to handle on your own.

QuickBooks Consulting Services are provided on an hourly basis.  

Below is just a partial list of QuickBooks processes I can help you with.  If you do not see your issue listed,
please call or email me to discuss your particular needs.
Products Supported

QuickBooks Pro
QuickBooks Premier*
QuickBooks Enterprise*
QuickBooks Point of Sale

* All Editions (Accountant, Non Profit, Manufacturing, Wholesale, Retail, Professional Services, Contractor)

Services Provided

Individual Consulting / Training
QuickBooks Classes
Assistance with Product Selections
Trouble-shooting
Merchant Accounts
Payroll Setup & Suppor
My Services:
Our Mission
To help small and mid market business'
have better control of their finances and
business by providing high quality
QuickBooks software and hardware
products, accompanied by professional
training, consulting and support services
that meet or exceed their needs enabling
them to achieve their goals.
Contact us:

412-848-3164
Allegheny Business Solutions       
 

    2-Day QuickBooks Course Description
      
Bring your laptop and get ready to master QuickBooks. This is the most comprehensive and popular
QuickBooks training course... This QuickBooks class is designed for new users as well as those already using QuickBooks
Financial Software but want, or need, to learn more.  The course includes lectures, demonstrations, and hands on practice
(on your laptop) so you are comfortable taking the information back to your office and applying it to your company file.  
All courses are limited to 8 students so there is plenty of time to work on the exercises and ask questions.  

    Course Details are listed below

Fees:  $329.00 - includes training manual

Date:  November 29 and 30, 2011
(Tuesday / Wednesday)

Due to a limited class size, payment is required to confirm your registration
DAY 1

Getting Started

  • Getting around in QuickBooks
  • All the accounting you need to know
  • Exiting QuickBooks
  • Moving between company files

Setting Up a QuickBooks File

  • Creating a QuickBooks company
  • Entering company info
  • Customizing QuickBooks for your business
  • Setting up your business accounting
  • Completing company file setup

Working with Lists

  • Using QuickBooks lists
  • Editing the chart of accounts
  • Working with the Customers & Jobs list
  • Working with the Employee Center
  • Working with the Vendor Center
  • Adding custom fields
  • Managing lists

Working with Bank Accounts

  • Writing a QuickBooks check
  • Using bank account registers
  • Entering a handwritten check
  • Transferring money between accounts
  • Reconciling checking accounts

Using Other Accounts

  • Other account types in QuickBooks
  • Tracking credit card transactions
  • Working with asset accounts
  • Working with liability accounts
  • Understanding equity accounts

Entering Sales Information

  • Using sales forms in QuickBooks
  • Filling in a sales form
  • Memorizing a sale
  • Entering a new service item
  • Using multiple price levels
  • Reminding customers of overdue payments
  • Processing sales orders
  • Tracking back orders

Receiving Payments and Making Deposits

  • Recording customer payments
  • Making deposits
  • Processing credit card payments  

DAY 2

Entering and Paying Bills

  • Handling bills in QuickBooks
  • Using QuickBooks for accounts payable
  • Entering bills
  • Paying bills

Analyzing Financial Data

  • Creating QuickReports
  • Creating and customizing preset reports
  • Printing reports from QuickBooks
  • Exporting reports to Microsoft Excel

Setting up Inventory in QuickBooks

  • Entering products into inventory
  • Ordering products
  • Receiving inventory
  • Entering a bill for inventory
  • Manually adjusting inventory
  • Tracking finished goods
  • Using units of measure

Tracking and Paying Sales Tax in QuickBooks

  • Setting up your tax rates and agencies
  • Applying tax to each sale
  • Determining what you owe
  • Paying your tax agencies

Doing Payroll with QuickBooks (This session is 3 Hours)

  • Setting up employee payroll information
  • Running a payroll schedule
  • Tracking your tax liabilities
  • Understanding and Paying payroll taxes
  • Understand pay types, taxes, vacation, sick time, and more.

Estimating and Progress Invoicing

  • Creating jobs and estimates and QuickBooks
  • Writing an estimate
  • Creating multiple estimates
  • Creating an invoice from an estimate
  • Displaying reports for estimates
  • Updating job status

Tracking Time

  • Tracking time and mileage
  • Invoicing a customer for time and mileage
  • Displaying project reports for time tracking
  • Paying non-employees for time worked

Customizing Forms and Letters

  • Customizing invoices
  • Designing custom layouts for forms
To request more information or to register for a
class please complete the information below
and someone will contact you shortly
2-Day QuickBooks Training Class

Location:  Monroeville Chamber of Commerce Training Room
(2790 Mosside Boulevard — Suite 107 Monroeville, PA 15146

Early Bird Discount
on 2-day QuickBooks Class
Register and pay by October 31, 2011 and get a 10% discount.

Class Date:  November 29 and 30 (Tuesday / Wednesday)

Class Time:  9:00 AM - 5:00PM

Register Here