Consulting Services

The initial setup in QuickBooks or Peachtree (now Sage 50) is key. Lynn has heard many clients say they purchased their software and then didn't know what to do next. Although both programs offer tutorials, it's usually easier to learn how to use the software when there is someone sitting next to you, most of us are visual and learn by doing. Often times, it's just getting started that you might need help with.

Consulting and training may include the following:

  • -Determining which software works best for you
  • -Selling the software at discounted prices
  • -Installing your software
  • -Setting up your company file
  • -Creating chart of accounts
  • -Creating customers and vendors
  • -Payroll set up and processing
  • -Recording banking and credit card transactions
  • -Reconciling bank and credit card accounts
  • -Customizing invoices, estimates, statements, and other forms
  • -Job costing
  • -Departmentalizing
  • -Creating a budget
  • -Customizing reports
  • -Reviewing financial statements and other reports
  • -Setting up and tracking inventory
  • -Tracking mileage
  • -Backing up data files
  • -Cleaning up your data file
  • -Recording CPA journal entries
  • -Correcting data errors
  • -and so much more...

On-Site Training

Customized Training Just For You

Lynn Ailsworth provides a variety of solutions for her clients. Whether you are a brand new business or have been in business for several years, Lynn can help you accomplish your goals when it comes to working with QuickBooks and Peachtree (now Sage 50). Most people learn better by working hands-on than by reading through a manual or help documents.

Generally, Lynn focuses her training in three general categories:

Entering Transactions

It is recommended that you keep up with your data entry on a daily, weekly, or at least monthly basis. Making sure you are recording your transactions properly is where the training comes in.

Reconciling Accounts

Once all of your transactions have been entered, there are certain reconciliations that should be done to ensure accuracy in your accounting software. Bank and credit card reconciliations are very important.

Reviewing Financial Statements and Other Reports

Entering your data and reconciling your accounts are crucial. Then taking the time to really look at your financial statements and other reports will help you gain information about your business. Knowing which reports you should be looking at and understanding them is where Lynn's expertise can really be valuable.

Classroom Training

Classroom Instruction

While Lynn feels that one-on-one training is more beneficial, the classroom is another great way for you to learn about QuickBooks and Peachtree (now Sage 50). She teaches classes several times a year.

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