Training & Support

All the Training You Will Need

Let our expert Quickbooks Pro-Advisors get you up to speed using the premier accounting/bookkeeping software. Whether you are a novice who needs the introduction to Quickbooks or a seasoned veteran who now wants to advance your skills, Balanced Accounting and Tax can provide the training you need.

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Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

Our QuickBooks Pro-Advisors can easily answer all of these questions and complete the initial Setup and Installation in a timely manner.  In addition, your accounting employees can receive training on the accounting software to enhance their performance.


  • Follow up training to ensure the client is “on the right track”.
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.


Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.  Nothing is more frustrating to business owners than not trusting the numbers in their accounting software; accurate numbers they need on a daily basis to make wise business decisions.

The reason our training is exceptional, is that we keep our class size small.  We provide small classes of 5 to 10 attendees so we can provide specific training related to your situation.  We will spend the most time on information that will help you and your business be successful.  With a small number of attendees in the room, we can cover all of the material, yet still take extra time to address your specific concerns.

QuickBooks® Introductory Training Classes

This class is designed for the novice user and/or business owner who want a general understanding of how they can use QuickBooks as a Cash Flow Building Tool.


  • How to Use QuickBooks® to Build Cash Flow
  • Navigation and Setup
  • Preparing Your Data and Working with Lists
  • Accounts Payable and Accounts Receivable

QuickBooks® Advanced Training Classes

Our half day advanced QuickBooks training expands on the information presented in the introductory training, as well as the QuickBooks features listed below.

  • How to Use Reports to Maximize Business Profits
  • Payroll – Setup to Reporting
  • Understanding Items and How They are Used
  • How to Set Preferences and Why They are Important
  • How to Manage QuickBooks Files


 QuickBooks® Online (QBO) Class

If you need anytime, anywhere access to your data, then QuickBooks Online may be exactly the solution you are looking for.  QuickBooks Online can be accessed anywhere that you have Internet access, whether it be in a hotel, restaurant, etc. The online version of QuickBooks gives business owners REAL TIME information about their finances.  We provide a full day of training on everything you will need to know about QuickBooks Online and the differences from the desktop version.


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