Customized training solutions designed to fit your needs. Seminars, onsite training, training via the Internet, troubleshooting over the phone and much more. Our QuickBooks training is a compilation of the most efficient processes available to complete the task of bookkeeping using QuickBooks. QBExpress affiliates provide two levels of QuickBooks training in a classroom setting. Most limit their class size to 8 attendees so they can deliver a more personal experience.

CloudFest Materials

Firm Fitness Assessment

Kim Fedore, Pam Brown and the QBExpress Team

“The Heart of Rock and Roll” – The first step to improve company performance. Detailed process of evaluating your current firm fitness, how you compare with others in your industry, and how to drill down on specific areas to target for improvement. Leave with a realistic idea of where you currently stand and a clear vision of your first 3 action steps, with timelines, to propel you on your journey to established best practices and a better bottom line.
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Fiscal Firm Fitness – “Your Workout Plan”

Kim Fedore, Pam Brown and the QBExpress Team

“Let’s Get Physical…” Checklists, critical Key Performance Indicators (KPIs) and detailed process and procedures to guide you through 12 areas of your business to target over the next 12 months, one simple step at a time. Follow a real case study through the process of focusing on one area. Leave with a doable, detailed workbook to guide you every step of the way.
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AR Accountant Manual AR Client Manual Post Seminar Follow-Up Touches

Cross Training – How to Deliver an Efficient Outsourced Bookkeeping Service

Jessica Franz, Online Bookkeeping Inc. – QBExpress Workflow Specialist

“Times, they are a changing…” Learn from one of the most successful outsourced bookkeeping companies in the business. The first necessary, but doable action steps to put efficient outsourced bookkeeping systems in place. Gain in-depth insight into how it all works, including checklists; simplified efficient systems to put in place, bottom-up workflow, technology solutions and more.
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Cross Training – How to Deliver Efficient Outsourced Bookkeeping Part II

Jessica Franz, Online Bookkeeping Inc. – QBExpress Workflow Specialist

“Takin’ it to the streets” Now that you have a clear vision on what you need to put in place to deliver a “ROCK STAR” outsourced bookkeeping service, take a deep dive into how work flows through the system from staff roles, new client implementation, data entry assignments, document flow, month-end checklists, year-end checklists, checklists for processing quarterlies, annuals, 1099s and more. View client changes checklists, client cancellations checklists, you name it! In other words, detailed processes and procedures for every aspect of a virtual bookkeeping service.
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Handout 1 Handout 2

Fiscal Firm Fitness II – “Consistent Cardio”

Kim Fedore, Pam Brown and the QBExpress Team

“Take it to the limit” You don’t start out running a marathon! Explicit details on how to focus on small gains to build a fitness level that allows you to achieve your goal. The QBExpress team will walk through the major pain points facing Accounting/Bookkeeping firms such as getting work out the door, pricing, getting clients to pay on time, doable marketing, moving to the Cloud, etc. Learn the 3 most important steps to take per area for vast improvement. Session ends with an attendee “work session” to establish goals and develop a realistic “implementation” schedule to achieve remarkable results.
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Paperless Overnight Agreement

Establish your Routine – Client On-Boarding

Penny Breslin, MoneyPennyLLC – QBExpress Process Consultant

“I’m a believer” Prevent chaos with clearly defined Client Onboarding processes and procedures. From initial meeting needs assessment, determining service levels, clean up tasking activities, task sequencing, naming rules for documents, Chart of Accounts and more, learn how to streamline the onboarding process from one of the nation’s top Accounting Process Specialists.
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Handouts

Handout 1