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Our classes are different!

We design our classes & workshops so that attendees retain more material.

  • Individual training
  • Custom training for corporate and other groups
  • Group classes we offer periodically

Popular Classes:
Business Accounting Using QuickBooks $359, 10 hours
Business Financial Management $359, 10 hours
Taming Your Cash Flow $359, 10 hours

Popular Workshops:
Personal Accounting Using Quicken $99, 3 hours
Managing Inventory Using QuickBooks $99, 3 hours
Understanding and Managing QuickBooks Reports $99, 3 hours

We use the latest versions of QuickBooks and Quicken software.


BUSINESS ACCOUNTING USING QUICKBOOKS®

Suited for business owners or their staff as well as those seeking or enhancing careers in accounting.

Course Description:
Gain experience in recording daily business transactions. Work directly on PCs and learn how each transaction affects the business financial statements. This class covers essential features including billing, accounts receivable, purchases, accounts payable, other business expenses and useful business reports.

$359, 10 hours


FINANCIAL COMFORT® BUSINESS FINANCIAL MANAGEMENT

Designed for business owners, managers or investors; those responsible for making decisions that improve financial results.
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Course Description:
Examine what determines success for a business – from the start-up stage, to profitability, to sustaining through peaks and valleys. Abilities to interpret and act on financial results are critical for business owners, employees and investors. Gain expertise by examining the financial statement "family," and learn how financial statements keep you informed. Find out how frequently to review them. Understand the budgeting process; business financing; forecasting/cash flow; break-even analysis; managing assets; credit and collections; and record keeping and accounting. Discussions will include methods of accounting as well as various legal structures of business entities.

$359, 10 hours


FINANCIAL COMFORT® TAMING YOUR CASH FLOW

Designed for business owners, managers or individuals who want to eliminate their struggle in managing cash.
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Course Description:
Determine your cash flow condition and plan your cash management strategy. Identify your cash needs and surpluses and strategize how to deal with both situations. In the class you will also learn how to customize your own forecast worksheet and actively plan receipts and disbursements. Balance predictable vs. unpredictable cash flows to suit your situation.

$359, 10 hours


PERSONAL ACCOUNTING USING QUICKEN®

Suited for individuals who want to manage their money and investments using computer software.
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Course Description:
Quicken is a software designed to help individuals manage their finances. This class will demonstrate how to capture your day to day financial transactions so you can see where your money is coming and going. Using Quicken lets you look closer – identify what are you spending on, when and how are you paying. Learn how to measure your income and expenses, manage your investments and loans, plan for tax time, determine and improve your financial net worth.

$99, 3 hours


NEW! MANAGING INVENTORY USING QUICKBOOKS®

Designed for businesses that use QuickBooks Inventory features who need to set up correctly or clean up their Inventory accounting. This workshop goes much more in depth about Inventory than general introduction QuickBooks classes.
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Course Description:
In this workshop, we clarify what QuickBooks can and can not do with inventory. Learn how to activate the inventory feature and familiarize yourself with how Inventory Items appear within QuickBooks forms, templates, registers and reports. Learn Tips and Tricks; how to set up and analyze inventory; why and how to adjust inventory. Master more than one dozen informative Inventory Reports to help control your inventory, business profitability and cash.

$99, 3 hours


NEW! UNDERSTANDING AND MANAGING QUICKBOOKS® REPORTS

This workshop goes much more in depth about Financial Reporting and Analysis than general introduction QuickBooks classes.
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Course Description:
Bottom line, how is your business doing? Our unique workshop format and carefully created exercises expose you to dozens of reports and give you the ability to find exactly what you want to know within minutes. Learn where to find specific reports; how to quickly and easily modify them. Understand what the reports tell you, enabling you to take action to improve your financial results.

$99, 3 hours


INQUIRE BY EMAIL: learnit@financialcomfort.com
INQUIRE BY PHONE: 646-638-4700


QuickBooks, ProAdvisor and the Certified QuickBooks ProAdvisor logos are trademarks and/or service marks of Intuit Inc., used with permission. Quicken is a registered trademark and/or service mark of Intuit Inc.

 

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