Personalized QuickBooks Consulting

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Dec 01, 2021

By Robin Jackson Miller, EA Partner at Terry Lockridge & Dunn

Robin Jackson Miller.jpgTerry Lockridge & Dunn is again putting the spotlight on our personalized QuickBooks Consulting sessions. When working in QuickBooks do you, or your bookkeeper, find yourself asking: Is there a quicker and easier way to do this? What is this report telling me? Why is my bank reconciliation not working? Should I take a class to learn QuickBooks?

We can help you with all these questions and more in our personalized QuickBooks training sessions for up to 2 hours with one of our QuickBooks experts for $375.Because these sessions are customized to you, we can target your training on the issues and modules that pertain directly to your specific business, including:

  • Review your chart of accounts ensuring they properly track the information you need for making financial decisions.
  • Automate your workflow with online banking and entering recurring transactions, bills and invoices.
  • Teach you how to analyze financial statements and look for inconsistencies.
  • Review your overall workflow with you to maximize efficiency in your QuickBooks processes.
  • Targeted training on a QuickBooks module like payroll, accounts receivable or accounts payable.
  • Highlight new and improved features in QuickBooks online or desktop.
  • Anything you want!

To get started, please reach out to your accountant at Terry Lockridge & Dunn, or email Ellie Jo at, to receive our QuickBooks consulting questionnaire. Once you have returned the completed questionnaire, one of our QuickBooks experts will reach out to you to set up your personalized training session. This may be the best $375 you spend in 2021!

Tags: QuickBooks
Category: Featured