When it comes to training on accounting software, every person learns differently which requires more
personalized training methods. With years of experience training individuals across all levels of expertise, I’ve learned that many small businesses—especially family-owned ones—often involve spouses or partners managing the books. I’ve worked with clients who started the process feeling overwhelmed, only to end with a sense of clarity and confidence. While QuickBooks® promotes itself as a tool anyone can use, it’s not always straightforward without an accounting background. The key to success lies in starting with a setup that’s both organized and easy to follow. This prevents duplicating amounts or missing transactions. Because QuickBooks® is capable of handling a wide range of accounting needs, every installation and setup should be tailored to fit the unique structure of each business.
