Quickbooks Pro Consultancy Program Training Course
Course Overview
| Course Title | Quickbooks Pro Consultancy Program Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Duration | 5 days |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | USD 1,100/KES 75,000 (Exclusive of VAT) |
| Course Fees (Virtual) | USD 1,000/KES 70,000 (Exclusive of VAT) |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview:
This 5-day intensive course offered at T4D is designed to equip participants with advanced knowledge and consultancy skills in QuickBooks Pro, focusing on both basic and complex functionalities. Ideal for accounting professionals aiming to provide consultancy services, this course covers QuickBooks setup, customization, troubleshooting, and advanced reporting. Participants will gain expertise in advising clients on best practices, optimizing workflows, and utilizing QuickBooks Pro to improve financial management for various business sectors.
Course Duration:
5 Days
Target Audience:
- Accounting professionals and consultants
- Financial managers and advisors
- Small business owners and entrepreneurs
- IT professionals specializing in finance software solutions
- Individuals interested in providing QuickBooks consultancy services
Personal Impact:
- Acquire advanced QuickBooks skills for consultancy and advisory roles.
- Master customization, troubleshooting, and best practices in QuickBooks Pro.
- Enhance client support through expert financial management solutions.
Organizational Impact:
- Improve financial process efficiency and accuracy for client businesses.
- Standardize QuickBooks practices for better financial control and reporting.
- Strengthen consultancy services with tailored QuickBooks solutions.
Course Objectives:
By the end of this course, participants will be able to:
- Set up and customize QuickBooks Pro for different business needs.
- Provide consultancy on QuickBooks Pro functionalities and troubleshooting.
- Advise clients on optimizing their financial workflows using QuickBooks.
- Generate advanced financial reports for data-driven decision-making.
- Apply QuickBooks best practices across various industries.
Course Modules
Course Outline:
Module 1: QuickBooks Pro Setup and Customization
- Overview of QuickBooks Pro features for consultants
- Setting up company files and chart of accounts for diverse industries
- Customizing QuickBooks to meet unique client needs
- Practical Exercise: Setting up QuickBooks for a sample client business
Module 2: Advanced Financial Reporting and Analysis
- Generating and customizing financial reports
- Analyzing and interpreting data for business insights
- Preparing industry-specific and client-specific reports
- Case Study: Creating and interpreting reports for client decision-making
Module 3: Troubleshooting and Best Practices
- Identifying and solving common QuickBooks issues
- Best practices for data accuracy, security, and backup
- Troubleshooting data import/export and software integration issues
- Practical Exercise: Resolving common QuickBooks Pro errors
Module 4: Workflow Optimization and Automation
- Streamlining accounting processes with QuickBooks tools
- Automating recurring transactions and reports
- Integrating QuickBooks with third-party applications
- Case Study: Optimizing a client’s workflow with QuickBooks automation
Module 5: Providing QuickBooks Pro Consultancy Services
- Building a successful QuickBooks Pro consultancy service
- Client needs assessment and project planning
- Developing QuickBooks training and support services for clients
- Real-life Project: Designing a QuickBooks implementation plan for a client
Course Administration
Methodology
Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation & Airport Transfer
Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.
Payment
Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].
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