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Smart Business Solutions LLC/Full System Setup Package w/ Additional Trainings Option
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  • $1,700

Full System Setup Package w/ Additional Trainings Option

  • Bundle
  • 10 Items

This package includes all five of our featured Financial Procedures designed for Contractor Foreman's workflow to automate essential reports in QuickBooks and save contractors thousands in cash flow. Plus you will receive 8 total hrs. of Trainings and Support. Make sure to schedule the introductory call first for instructions and overview of our process.
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Contents

  • Free

1st Additional 45 min Support/Meeting included with Financial Procedures

  • Course
  • 1 Lesson
  • 1-day access

This meeting is the 1st of 5 trainings/support meetings available to you as part of your Financial Procedures and Additional Trainings Option.
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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 Additional 45 min Support/Meeting included with Financial Procedures

  • Course
  • 1 Lesson
  • 1-day access

This meeting is the 2nd of 5 trainings/support meetings available to you as part of your Financial Procedures and Additional Trainings Option.
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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

3rd Additional 45 min Support/Meeting included with Financial Procedures

  • Course
  • 1 Lesson
  • 1-day access

This meeting is the 3rd of 5 trainings/support meetings available to you as part of your Financial Procedures and Additional Trainings Option.
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  • Free

4th Additional 45 min Support/Meeting included with Financial Procedures

  • Course
  • 1 Lesson
  • 1-day access

This meeting is the 4th of 5 trainings/support meetings available to you as part of your Financial Procedures and Additional Trainings Option.
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  • Free

5th Additional 45 min Support/Meeting included with Financial Procedures

  • Course
  • 1 Lesson
  • 1-day access

This meeting is the 5th of 5 trainings/support meetings available to you as part of your Financial Procedures and Additional Trainings Option.
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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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