Keeping records and understanding them are connected skills. It helps to know where you want support.
Mary Ling’s practice offers QuickBooks training, bookkeeping and help reading financial reports. The first discussion can focus on what you currently do, what is unclear and what you would like to learn.
Start where you are.
Explain how your business uses QuickBooks today. You might be keeping your own records, working with a bookkeeper or trying to make more sense of the reports you already receive.
“Which part of my books would I like to understand better?”
Bring the questions behind the screen.
The training conversation can cover the tasks and reports you want help with. Ask the office about the software version you use and the type of support that is available.
- Your current bookkeeping process
- The tasks you find unclear
- The reports you use or want to understand
- Who will be involved in the training
Connect training with the wider work.
Bookkeeping, payroll and accounting are also part of the firm’s services. Discuss whether you need instruction, ongoing support or a combination, so that responsibilities are clear.
Agree on a practical next step.
The office will confirm the scope, format, timing and fees. Contact the office to confirm whether the support is a fit for your needs.