Plenty of owners want to handle day-to-day bookkeeping themselves and just need to be shown how to do it correctly. Marion Tax Service offers one-on-one QuickBooks training built around your actual file and your actual transactions — not a one-size-fits-all webinar.
As QuickBooks ProAdvisors, we teach you the workflows that matter: entering income and expenses, reconciling accounts, handling invoices and bills, and reading the reports — in QuickBooks Online or Desktop.
What’s Included
Training is hands-on and built around your business:
- Day-to-day transaction entry done the correct way
- Bank and credit-card reconciliation step by step
- Invoicing, receiving payments, and entering bills
- Using bank feeds and categorization rules without making a mess
- Reading your P&L, balance sheet, and key reports
- Avoiding the common mistakes that create cleanup work later
- Training in QuickBooks Online or Desktop — your platform
Who It’s For
Training fits owners and staff who want to run the books themselves:
Hands-On Owners
Owners who want to keep their own books but do it accurately.
Office Staff & Bookkeepers
Team members who need to be brought up to speed on QuickBooks.
New QuickBooks Users
People who just set up QuickBooks and need to learn the workflows.
Self-Taught Users
Users who’ve been winging it and want to learn the right way.
Why Marion Tax Service
Generic QuickBooks courses teach features; we teach you to run your books. ProAdvisor training built on your own file means you learn exactly what you’ll actually do every week.
And if you ever want to hand it back, we’re right here — the same firm that trained you can take the books and the taxes.
Related services: QBO Setup QuickBooks Cleanup Monthly Bookkeeping.