QuickBooks Training & Consulting Services

QuickBooks offers many features and powerful tools for small business to use in tracking and managing their company's day to day finances.

QuickBooks is the most commonly used and trusted accounting software for many small businesses. Used to help keep track of small businesses financial records so they can have the ability to make informed business decisions.

If not properly set up a business will not be able to use the data efficiently and effectively.

There are many benefits QuickBooks provides:
  • Inexpensive accounting software program.
  • Offers numerous functionality to track and manage your finances.
  • User friendly features.
  • Provides a variety of versions suited for your business.
  • Can be easily taught to anyone.
Whether you’re just a startup or ready to take you business to the next level.

We provide expert QuickBooks Solutions to help you use QuickBooks Software programs to track and manage your business financial record and have the ability produce organized reports to make informed business decisions about your business’s success with QuickBooks accounting software.
QuickBooks Training & Consulting
Areas of Expertise: QuickBooks Training, QuickBooks Installation & Setup; QuickBooks Tune-up; QuickBooks products.  
Our QuickBooks training classes are suited for businesses and individuals. We not only teach you how to use QuickBooks effectively, but we also consult with you to help you gain a better understanding of QuickBooks to get you on the right path to tracking and managing your finances with QuickBooks.​  
Our QuickBooks Training Solutions Offer:
  • Personal attention from QuickBooks Expert.
  • Hands-on QuickBooks training.
  • Learn to use QuickBooks effectively and efficiently.
  • QuickBooks Training Guide included.
  • Ongoing QuickBooks Training Support
  • Advanced Training Available.
  • Remote or Local Training Services.   
$250.00  $200.00
per student


Basic training classes are suited for individuals who never used or have limited knowledge of how to use QuickBooks accounting software program and want to learn the basics of tracking and managing expenses and income in the program.​​
  • Tailoring Company Preferences
  • Navigating around QuickBooks
  • Creating a new company
  • Creating & Managing Vendors  Accounts
                 Buying: Bills, Credits, Payments, Credit Card Purchases
  • Creating & Managing Customer Invoices & Sales Receipts
                    Selling: Invoices, Sales Receipts, Deposits, Credits & Refunds
  • Entering Vendor Bills & Credits
  • Using & Editing Chart of Accounts
  • Overview & Managing Lists
  • Receiving Payments
  • Backing up QuickBooks Data
  • Exiting QuickBooks
Customized Training also available.

QuickBooks Training Classes Do Not Include:

  • QuickBooks set up services (unless requested)
  • Bookkeeping services
  • Business consulting services outside of scope
  • Integration of QuickBooks with other accounting software solutions (e.g., QuickBooks POS).
  • Set up of inventory items and management.
  • Payroll processing and management.
Training Classes are provided locally at your location or remotely from any computer. Duration of classes: Special discount rate at $200.00 (per student) for 2 hour class. Q&A will be available between each segment of topics. *2 hour minimum (additional hours will be billed at the standard hourly rate $150.00). 

QuickBooks desktop software must be installed on computer (training can be combined with QuickBooks Setup Services (additional fees will apply). You may purchase QuickBooks at a discount through B&M Financial Management if you don’t have the software.

A QuickBooks Training Guide is provided to each student and *Ongoing QuickBooks training support is available for students after they've completed the class.

Where Do You Offer QuickBooks Training Classes?
In-house classes are offered in Westchester County, NY - Rockland County, NY - Greenwich, CT - Stamford, CT - NYC and some parts of NJ (please contact us to confirm we provide one-on-one QuickBooks training services in your area)

If you live outside these areas, remote training classes are available. 

Interested, but want to know more
Consult us FREE!