$1,199

Financial Procedures and (3)Trainings Package

Bundle
5 Items

This package includes the 5 Financial Procedures highlighted on our website and the three trainings covering these procedures. additional trainings can be purchased. Follow the number steps in this course.

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Free

1st Step: Introductory Meeting

Coaching session
1-day access

First Meeting after purchasing Financial Procedures and Training Package

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Free

2nd Step: Financial Procedures Setup (must include training)

Course
1 Lesson

In order to setup your financial procedures we will need to access your QuickBooks as an accountant user. USA Clients and Canada Only

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Free

Training 1: Advanced Payments/Deposits Procedure (Included with your Financial Procedures Package)

Coaching session
1-day access

This meeting is the first training for the Financial Procedures. Once this training is done, log back into this Procedures and Training Package to Schedule the next training. If you schedule ahead make sure to keep trainings in order.

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Free

Training 2: Field Expenses/Employee Reimbursements (included with Full System Setup Purchase)

Coaching session
1-day access

This meeting is the 2nd training for the Financial Procedures. Once this training is done, log back into this Procedures and Training Package to Schedule the next training. If you schedule ahead make sure to keep trainings in order.

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Free

Training 3: Bulk Purchases (Inventory)/ Vendor (Suppliers) Credits (Included with your Financial Procedures and Trainings Package)

Coaching session
1-day access

This meeting is the final training session included with for the Financial Procedures Package. Once this training is done, log back into this Digital Products site if you need to schedule purchase and schedule additional training. Thank you, it has been a pleasure to work with you.

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