quickbooks title
training meeting

Lucia & Co.'s claim to fame is our QuickBooks Training. QuickBooks software can be a valuable management tool if setup correctly. We have experienced Intuit Certified Professional Advisors who can help with everything from installing your software, to customized set-up and training for you and your entire team.


Customized Set-Up & Design

Not all small businesses are created equally. We can create your QuickBooks file for you with you, based on your company's specific needs. We will customize the set-up, training and reporting designed to fit your business.



Training

You will receive hands-on training customized to your needs. We will work with you at your place or ours, using your own source documents. We will teach you, leave you with homework, return to check your progress and then teach you some more. We will repeat this process until you are fully utilizing all the areas of Quickbooks that fit your small business needs.


Technical Support

In addition to one-to-one training, we can provide answers to your QuickBooks questions via telephone, or remote support. We offer discounted prepaid support packages to cover your support needs. This allows you and your team to obtain the support needed without worrying about watching the hourly billing clock.


Data File Analysis

We offer a data file analysis for just $99. We will analyze your data file for set-up, posting and overall accuracy issues and provide a written report of our findings.


Management Reporting

Use QuickBooks for more than just an electronic checkbook. With current posting and reconciliations, QuickBooks can provide you with valuable periodic management reporting to assess where you are currently and help you measure your numbers so that you can manage them. We can assist with basic financial reporting, job costing, budgeting and much more.