Bookkeeping Consulting and Training
Are you looking to refine or improve your bookkeeping skills? Are you currently an employee or an in-house staff member aiming to improve your bookkeeping skills? Christian Financial Services LLC has been providing bookkeeping consulting and training services since 2020. We are happy to answer your questions and train you and/or your staff to become more efficient in QuickBooks.
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The Essential Qualities of a Bookkeeping Department
A bookkeeper is entrusted with managing the accounts, financial data, and tax-related matters of a company. With their expertise in accounting and an understanding of your business strategy, a bookkeeper will help guide your business to grow and succeed financially.
Christian Financial Services LLC Bookkeeping Consulting & Training Services
Maintaining your finances is crucial to the success of your business. If you or your employees feel your bookkeeping skills could use improvement, Christian Financial Services LLC provides thorough bookkeeping consulting and training services. Our bookkeeping consultants are here to help train and refine the bookkeeping skills of an entire team or individual team member on QuickBooks Online.
We consult with and train clients on the following financial tasks:
Basic Training
- How to link bank and credit card accounts
- Chart of Accounts: How to create/inactivate accounts
- Categorizing transactions
- Creating vendors/customers
- Creating rules
- Reconciling accounts (i.e. bank, credit card, loans)
- Reporting: Basic financial reporting
Advanced Training
- Uploading transactions from a file
- Reconciling 3rd party applications (i.e. PayPal, Shopify, etc.)
- Creating journal entries
- Reconciliation discrepancies
- A/R Workflow: Invoicing, receiving payments, matching deposits
- QuickBooks Payroll
- QuickBooks Time
- Advanced Reporting
- and more...
