Ed Dauphin - Business Coach, CFO and Financial Analyst

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I provide “one-on-one” training either on-site or remotely. I have setup and trained hundreds of companies and bookkeepers and my training processes were developed to hone your accounting skills and make you less dependent on outside accounting support. My methods teach not only the “HOW” but also the “WHY” so that each person trained starts to think through the process instead of just performing memorized steps.

  • General overview of QuickBooks
  • Create a Custom Chart of Accounts specifically for your business
  • Setup users and passwords
  • Datafile Backup
  • Set up Bank Account
  • Setting up inventory, service and sales tax items
  • Create sales and work orders
  • Create estimates, invoices, sales receipts and packing slips
  • Set up customers, vendors and employees
  • Enter receipt of inventory and bills
  • Payroll
  • Manage Cash Flow
  • Budget / Forecast
  • Job Costing
  • Sales Tax Payments and Reporting
  • How to customize Reports
  • Analyze Financial Data
  • Train owners and key managers how to understand and utilize financial statements and reports

Software that enhances QuickBooks

Looking for a way to extend the capability of QuickBooks? Go to the Solutions Marketplace to find QB approved products. I can help determine if an add-on package is appropriate and cost effective and assist with the installation and training.