Quickbooks, training
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Frequently Asked Questions


What accounting programs are you familiar withQuickBooks Simple Start, QuickBooks Pro, QuickBooks Premier, QuickBooks Premier Accountant, QuickBooks Enterprise Solutions, QuickBooks Online, QuickBooks Point of Sale, Creative Solutions Application, Creative Bookkeeping Solutions, Microsoft Excel, KVS, Edmunds, MCS

Do you prepare taxes?  No, we do not prepare taxes. However, we can work with your Tax Accountant or help you locate a tax professional.

 Do you prepare payroll?  No, but we can help you set up your company payroll, train your staff to do your company payroll or refer you to affordable payroll services.

I’m starting a new business, and I need help to comply with employer and self-employment taxes.  Can you help me with that?  Yes, we can assist you in obtaining the proper identification numbers and setting up all filing requirements. We can train you to fill in all the forms yourself, or help you find appropriate software or outsourced options.

I just purchased QuickBooks, but I haven’t even opened the box. Will you install it, set up my data file and teach me to use it properly?  Yes, we can most certainly help you get up and running in no time! We have done some installations and custom set-ups in as few as 3 hours; more complicated businesses may take up to 10 hours.

I use QuickBooks for my business, but I don’t know what reports to use or how to interpret them.  Can you explain the reports?  Yes, QuickBooks offers many predefined reports that can be very helpful if you know what they mean. In addition, we can create some customized reports for your specific needs.

 I know something is wrong with my QuickBooks data, but I cannot figure out what I’ve done.  Can you help me?  Yes. With many years of experience, we have seen just about everything and haven’t been totally stumped yet. In fact, we welcome the challenge!

How far will you travel to meet clients?  We usually meet clients at their place of work so that all the necessary source documents are available. Remote access service is also available. We will travel throughout New Jersey and New York.   Travel that takes over 1 hour in one direction will be charged at half the hourly rate.


Training Classes FAQ’s

Are one or two days enough to learn? Absolutely! We customize the class to your needs, so you don’t waste time learning topics you will never use for your business.  Private Training Classes are small in size and questions are encouraged, so that you can get the most out of the class. 

Is the seminar hands-on? Yes. The most effective QuickBooks training is where the student gets to practice in front of the computer. For this reason our courses are always hands-on.

Which software version do you teach? We train on QuickBooks 2012.  If you aren’t using this version, don’t worry as we will  will highlight the differences.

How do I know which version of QuickBooks I should buy?  If you haven’t bought QuickBooks yet, I would our office to get the best recommendation.  

Do you offer customized training courses?   Yes!  We can customize a training class and bring it your facility to really focus on your companies needs.  Please call the office for a quote. 

What mehtods of payment do you accept?  We accept Cash, Check, Paypal, and Credit Card.  Credit Cards incur a 5% processing fee.     

Do I receive a certification upon completion? We can offer the Intuit User Certification, if you would like to obtain this certification please call our office at (201) 221-9873 to discuss. 

What is included with the Certification?  You receive 3 practice exams, one exam and one retake exam. 

What if I fail the Certification exam?  One retake is included, which must be taken 4 weeks within failing the first exam.   

I have a voucher for the certification exam already, do you I have to attend the class?  No, you can  just sit for the exam there is a $75 sitting fee.  Please contact our office at (201) 221-9873. 

Do you offer CPE credits for your training? Yes!  We are licensed through the Board of Accountancy in the state of New Jersey & New York to issue CPE credits for our QuickBooks courses.  

How many CPE Credits per class?  We offer 6 credits for a one day class and 12 for the 2 day class. 

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