Accounting/Tax Compliance
QuickBooks Training
Data Informed Financial Services LLC
Accounting/Tax Compliance
established
Video Description
Packages
QuickBooks Online Training - Initial Setup
$400/project
2 days
delivery time
Learn how to select the correct QuickBooks Online product for your organization, set it up, and receive training to use it.
Review current system and company needs
Walk through set up after selection
Connect your banking systems
Training
Estimated time: 3 hours
QuickBooks Online Training - Optimization
$600/project
2 days
delivery time
Learn how to connect your bank feeds and create rules specific to your company.
Review current setup
Implement additional third party connections
Automated rule setup
Banking tab training
Estimated time: 4 hours
About Data Informed Financial Services LLC
Financial Services
established
With decades of experience improving finance processes, we launched Data Informed Financial Services LLC in January 2023. We provide assistance to small and growing businesses who are ready to implement scalable solutions that work for their teams.
Company Experts
Jennifer (Jen) Gollnick
Chief Financial Officer, Owner
One of the most important life lessons Jen took away from her time in the United States Army National Guard is the importance of working smarter, not harder. She believes in using timely and accurate data to support decisions and drive continuous improvements.
Certified Public Accountant (CPA), Lean Six Sigma Yellow Belt, Certified QuickBooks ProAdvisor
["Accounting","Finance","Data Analytics","Leadership"]
Project Phases
Overview
Implementation is a journey.
1. Product selection review
Review current system and company needs to determine if QuickBooks is the appropriate solution.
2. Implementation and integration
Implement software and third party connections
3. Training
Gain comfort using the software
Scope
Overview
Training is customized for each client and does not follow a set curriculum.
What Is Included:
Training for the number of hours indicated in the selected package
What Is
NOT
Included:
Additional consulting past the selected package hours