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QuickBooks Accounting Training Classes
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Our QuickBooks training classes are taught by
CPAs who are also "QuickBooks-Certified" ProAdvsisors.
Discover all the "Do’s & Don’ts " on how to manage
your QuickBooks accounting software. Get the insight
behind your numbers with QuickBooks Accounting.
Please read over the QuickBooks class descriptions
to see more information about what is taught at our
QuickBooks training classes.
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QuickBooks Training Class Special!
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By attending any one of our QuickBooks Accounting training classes, you will be entitled to receive:
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Up to one hour of
free
QuickBooks Accounting telephone support for thirty days following the
seminar.
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A
25%
discount off the normal charges for follow-up QuickBooks onsite assistance.
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25%
discount off your initial order of QuickBooks checks or QuickBooks business forms.
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15%
discount on all software orders placed within 30 days
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(Call toll free 1-800-259-4213 for more details.)
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QuickBooks Accounting Class Schedule & Registration
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To register for a class, click here:
QuickBooks Class Registration Form.
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-- Please click Refresh on your browser toolbar (or press F5) if the calendar does not show up right away --
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Upcoming Classes in Metairie, LA and in Baton Rouge, LA
(Baton Rouge classes are prefixed by "BR")
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FREE TRAINING!
(after reimbursement from state)
If your company has 50 or fewer employees and been in business
for 3 or more years, you may be eligible for a
100% reimbursement
through the NEW Louisiana Small Business Employee Training
Program!
For more information:
Visit LA WORKS
and click on Small Business Employee Training Application under the Downloads Section.
Or call us for details!
1-504-835-4213
or
800-259-4213
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Can’t leave the office? Don’t want to travel?
YOU CAN STILL ATTEND VIA INTERNET ACCESS.
CONFERENCE IN - DIRECT FROM YOUR OFFICE!!
You'll have a LIVE INSTRUCTOR - You'll see the SAME PRESENTATION.
You'll HEAR QUESTIONS RAISED BY OTHER STUDENTS
.....AND You'll be able to ASK YOUR OWN QUESTIONS!!
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Remote & Onsite Training
Also Available
Call us for details!
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Class Locations: Normally
a local Hampton Inn or Ramada Inn, but is subject to change. Both are across
from our main office, off of Causeway Blvd and Veterans Blvd.
- Confirmation emailed in advance.
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Class sizes are limited. Pre-registration and advance
payment is required.
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Registration starts at 8:00 am and the seminar starts
at promptly at 8:30 am
- Laptop computers are available for rent if "hands-on" training is desired, or you can bring your own.
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Cancellation fee - $35 per attendee who cancels within two weeks of seminar.
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Note - Our seminars are conducted by providing a live demonstration of the
software using a computer and high-resolution projector. We do not provide students
with computers. Years of training people on accounting software has proven
to us that a live demonstration of the software is the most effective means of
classroom training. It allows students to focus on the subject being taught, encourages
students to ask questions and allows them to take notes. By using this
method of training, we cover more material which in turn gives you more education
for your investment. If you feel that you would like to have a computer, we encourage
you to bring your own notebook computer, or you can rent one of ours.
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Course Fees:
1/2 Day – $175
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1 Day – $295
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2 Days – $495
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2 1/2 Days –
$595
| Laptop Rental - $75/day
Please note that the Payroll class is a half-day.
Discounted Prices listed apply even for classes which
are not held on sequential
days, as long as they are all paid for at the same time.
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QuickBooks Training Class Descriptions
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We have many levels of training at our QuickBooks Accounting seminars.
The QuickBooks Accounting training course descriptions are provided below.
Click on the QuickBooks training course names to view
course descriptions.
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This one-day workshop will help QuickBooks users who
are just getting started and those who want to know if
their QuickBooks Accounting software is properly setup.
It is also helpful for those who are interested in setting
up new features in the QuickBooks Accounting program
that is not currently being used. This course is also designed
to help you learn more about processing transactions and
how they affect the general ledger and the financial
statements of the business.
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Getting Started - Let’s Go!
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Setting up company information, accounting methods, accounting periods, and posting
methods
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Setting up program preferences and options
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Navigating around the program and using keyboard shortcuts
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Defining the purpose of a chart of accounts and customizing the chart of accounts
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Setting up customers and vendors
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Setting up classes - why and how to use them
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Setting up sales tax
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Setting up inventory items and groups
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Setting up employees
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Setting up payroll taxes, payroll items and payroll deductions
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Processing Customer Transactions
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Creating quotes and estimates for customers and clients
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Creating customer invoices, sales receipts, and credit memos
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Invoicing customers for employees and subcontractors time, and for other costs
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Posting customer payments and making deposits
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Recording finance charges and preparing customer statements
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Processing Vendor Transactions
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Creating purchase orders, receiving inventory and recording inventory adjustments
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Record vendor invoices and credit card transactions
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Paying vendor bills and credit statements
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Processing Payroll Transactions
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Using time tracking for payroll
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Processing paychecks
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Tracking employees loans and garnishments
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Computing and making payroll tax deposits
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Preparing payroll tax reports and paying payroll liabilities
Return to course description menu
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This one-day workshop will teach you tips and trick, how to
handle tricky transactions, how to perform month-end and
year-end processing. You'll also learn how to understand the
general ledger and important financial reports. This course will
help you take your accounting and software skills to the next
level. We’ll teach you how to import and export data, fix corrupt
data files and how to utilize the more advanced features of the program.
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Handling Tricky Transactions for Customers
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When to use sales receipts versus sales invoices
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Accounting for customer deposits and down payments
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Handling overpayments, applying credit memos and processing refunds to customers
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Handling bounced checks and charging customers a bounced check fee
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Voiding versus deleting customer invoices
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Handling customer bad debts
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Memorizing customer quotes, estimates and invoices
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Setting up and posting recurring customer invoices
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Setting up and using various price levels for billing customers
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Tracking monies due from credit card companies
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Handling Tricky Transactions for Vendors
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Accounting for petty cash transactions
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How to void checks written in a prior year after tax returns have already been prepared
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Recording payments received by credit cards
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Setting up and posting recurring vendor invoices
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Adjusting and paying sales tax liabilities including adjustments for vendor’s compensation
and sales taxes paid on products purchased for resale
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Handling Tricky Payroll Transactions and Reports
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Adjusting and paying payroll tax liabilities
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Obtaining wage reports for preparing State Unemployment and Withholding tax returns
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Handling overpayments, applying credit memos and processing refunds to customers
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Obtaining additional payroll reports using payroll information for within Excel
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Month-End Accounting Procedures
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Reconciling bank statements and credit card statements
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Journal entries - when, why and how to use them
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Printing and understanding reports - what reports print and the purpose of the reports
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Creating an "Accountants Copy" and getting things ready for the accountant
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Reviewing and understanding the basic financial statements - The Balance Sheet & Income Statement
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Cash-Basis versus Accrual Basis Accounting
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Using budgets and sub-accounts
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Closing the period and restricting prior period transactions
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Year-End Accounting Procedures
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Adjusting general ledger balances, closing accounts and other year-end considerations
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Purging inactive customers, vendors inventory items and old transactions
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Tips and Tricks!
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Avoiding commonly made mistakes
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Sorting and cleaning up your chart of accounts, customers, vendors, employee lists
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Using notes to keep track of comments for customers, vemdors, and employees
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Setting up users and passwords to limit access to specific parts of the program
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Things you can do to speed up your program
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Important considerations for operating in a network environment
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E-mailing customer invoices and payment reminders
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Paying bills electronically
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Downloading bank and credit card transactions
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Setting up and using tasks, events and due dates
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Getting help when in jam and fixing damaged data files
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Customizing Forms & Reports
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Customizing reports - adding, deleting, relocating and sorting columns on reports
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Filtering, formatting and memorizing reports for future use
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Creating report groups and processing multiple at one time
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Importing and exporting customers, vendors, employees and inventory items
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Setting up and using custom fields for customers, vendors, employees and inventory
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Customizing layouts and adding logos for customer invoices, purchase orders and packing lists
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Generating customer mailing lists and labels
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Creating and memorizing custom letters and forms for customers, vendors and employees
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Using MS-Word to mail-merge custom letters and forms
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Customizing reports, memorizing reports and using reports with Microsoft Excel
Return to course description menu
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Taught by CPA’s with years of experience who are also "QuickBooks-Certified".
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QuickBooks training saves you time and money. You'll begin to work smarter, not harder.
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Get answers to your specific QuickBooks questions and solutions to your specific problems.
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Discover amazing QuickBooks tips and tricks.
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Learn to use your QuickBooks Accounting software the right way.
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Master those tricky transactions in QuickBooks Accounting.
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Comprehensive QuickBooks Accounting workbooks included
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Fifty percent discount for invited guests
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Your Satisfaction Guaranteed!
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What others are saying about our classes:
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"The informal structure was very effective and more interesting."
~ Stephanie H., Lee Gray, CPA
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"1) Very helpful 2) Good atmosphere 3) Learner friendly / great book reference"
~ Merrilyn S., Murray Yacht Sales
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"Liked small class environment. Able to entertain more questions……Lots of good tips."
~ Julie K., Jesse J. Armentor, CPA
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"Great class, very informative..."
~ Kim C., PK Real Estate Solutions, Inc.
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"Mr. Allday’s teaching method was very thorough and clear."
~Rana H., LeGlue & Company CPAs
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"The instructors were very clear and understanding. I learned more than expected,
so keep up the good work."
~Tronya P., D.J. and Son’s Construction, Inc.
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"You made the big lion into a tame little kitten. Thanks!"
~Donna S., River Parishes Physical Therapy
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"Excellent course!"
~Kris Van D.
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"I loved the fact that it was a small class and we could all ask
questions with out any problems"
~Macy B., Survey Communications
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"Everyone was helpful and courteous and covered a lot of information."
~Jocelyn B., R.M. Winchell Company
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"On top of being very informative it was very enjoyable."
~Lisa R., Dixon Smith Interiors
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"Very informative and well constructed. Danny is a good instructor with a great attitude."
~Sandy L., Bertucci Inc.
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"I learned a lot of useful information."
~Susan W., Legacy Capital
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"It was relaxing, informative, and the instructors were willing to meet the needs of participants."
~Jeannine C., Common Sense Printing
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"I liked how they answered personal questions with examples."
~Matt L., Dialysis Systems
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"Very open to questions."
~Sue K., Brandonbilt Foundations
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"I liked how the instructors answered specific questions."
~Shannon B., Dorsey & Company
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"I enjoyed the interchange of questions and answers with instructor and students."
~Rick L., Erie’s Bumper Sales
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"I learned extra tips and hints."
~Lisa N., Show and Sell Hospitality
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"I liked how the questions that were answered covered problems at work."
~Phyllis M., Cresent City Moving & Storage, Inc.
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"This course showed me many ways to cut my time in all aspects, making
my work a lot more effiecient. I am now more confident in my abilities to
utilize the program in every possible way.... Many Thanks!"
~Mitchelle D., AAR Electronics, Inc.
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"I really enjoyed everything about this course, small class, slow pace, open questions, etc."
~Geri C., Gulf Coast Real Estate Consultants
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"This course was well organized and coordinal. The class atmosphere friendly and questions were invited. The presentation
technique was excellent"
~David A., Domaj, Inc.
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"Instructors were very knowledgeable...I really loved this course"
~Cathleen G., New Freedom, Inc.
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"Very informative and specific to the topics I needed help with"
~Nadine F., Hermann Grima Historic House
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"Class size was perfect....Instructor was receptive to each person’s needs"
~Babette S., Brandonbelt Foundations
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"I was very pleased with all the topics covered and the thoroughness of the class"
~Maleny C., Barken and Neff
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"This course was excellent"
~Lisa T., Tillery Construction Company
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"This course was very easy to follow....the instructor had a great personality"
~Deedra S., Collaborative Resources
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(SBET) Small Business Employee Training
FREE QuickBooks Accounting Training Services
Provided by the Louisiana Department of Labor
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If your company has 50 or fewer employees and been in business for 3 or more years, you may be eligible for a
100% reimbursement through the NEW Louisiana Small Business Employee Training Program!
- Do you or your employees need training for QuickBooks?
- Does your business not have the funds to support training for QuickBooks?
If you answered yes to any of the above questions, we may be the answer to your solution.
Our clients are taking advantage of the Incumbent Worker Training Program (IWTP) to provide
training for QuickBooks at no cost to them! You can too! Our
consultants can assist you with the application process and get you 100% reimbursement on our
training options for QuickBooks.
Click on the link below or call us at
1-800-259-4213 for more details
about this program and how we can help. Also, below are links to our other QuickBooks training options.
SBET Small Business Employee Training
QuickBooks Accounting On-Site Training
QuickBooks Accounting Training Classes
Remote Web-Based QuickBooks Accounting Training
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