QuickBooks Setup, Training and Personal Coaching
Natalie Nai-che, the principal of Cave Creek Financial Associates, is a Certified QuickBooks ProAdvisor.
QuickBooks greatly simplifies the bookkeeping process. However, through our experience we have learned that no matter how user friendly the software is some level of training and support is generally needed. As Certified QuickBooks ProAdvisors, that's where Cave Creek Financial Associates can assist.
We can help install your QuickBooks software and get you set up correctly in a matter of hours!
Are you already installed, but just stuck? Cave Creek Financial Associates can help by reviewing what you've already done to make sure everything is where it should be and that QuickBooks is set up properly. Typically, if QuickBooks was set up by someone who does not have an accounting background (ex: employee, spouse or family member - which is very common), theres an excellent chance that QuickBooks was not set up correctly. Not understanding how to use QuickBooks properly will lead to inefficiency, wasted time, costly mistakes, inaccurate financial records, and lots of headaches and frustration.
Cave Creek Financial Associates can help you avoid all those problems by setting up QuickBooks properly. Our QuickBooks specialists will interview you to find out how your business operates and then custom configure QuickBooks so that it is set up specific to your business.
We teach you only what you need to know in order to do the best job possible, and only what pertains to your business - nothing more. All of our QuickBooks personalized training is custom tailored for each client. Your time is valuable and we know it.
Classroom Training
Do you know the basics of QuickBooks but want to learn more, like how to use classes or manage your inventory, fixed assets and loans? Cave Creek Financial Associates offers classes to take your QuickBooks knowledge to another level. Our instructor, Natalie Nai-che, is a QuickBooks ProAdvisor who can guide you and answer your questions immediately. Classes are held at your office with a sample company QuickBooks file to work from. Our instructor, Natalie Nai-che, will guide you and your team through the class of your choice right there from the comforts of your home or office. This mobile training is by appointment only.
Personal Coaching
If you're just beginning and don't know where to start, we can install the program for you and set up your company data file. We can train you and/or your staff to perform the day-to-day bookkeeping tasks necessary for you to properly keep track of your business. We realize for some that one class or training session will not be enough. There's a lot to learn! With our personal coaching program, you can call us to come out and help whenever you get stuck or would like to learn a new feature.
