Training & Education

Quickbooks training

Bookkeeping Training and Accounting Education

One of Lucia & Co.’s passions is educating the small business community. Small business owners go into business for themselves because they are good at something. In general, that “something” is not bookkeeping and accounting. As time goes on, they realize just how important this piece of the puzzle really is.

QuickBooks Training

Why spending hours trying to learn basic QuickBooks skills with a dozen other people when you can get specifically tailored one on one training that has been customized for your personal business. Get hands on training for QuickBooks at our offices or we can come to you. See our QuickBooks service page for more information on our QuickBooks customized training!

Understanding Your Financial Statements

This three hour workshop is designed to educate readers of financial statements the very basics on their format and provides tips on how to review financials for basic accuracy. We answer such questions as:

  • What is the difference between a balance sheet and profit/loss?
  • What are assets and liabilities and when are they current or non-current?
  • What are the pros and cons of cash or accrual basis and what is the difference?
  • How can I use the information to more effectively manage my business?

Don’t worry – we don’t teach you debits and credits! This is not an accounting class. The purpose is to cover a few basics to enable you to understand just enough to speak intelligently about a financial statement and to be able to discover possible inaccuracies within them.

Benefits to Small Business Owner

Accurate financial statements are key to obtaining financing for your business and ultimately selling your business at a profit. The majority of small business owners understand very little about the content of their financials and they pay for preparation of this key financial document only to file it away without ever looking at it, let alone, understanding it.

Benefits for the Lender, Business Broker or Other User

Bankers and business brokers have utilized this workshop to better prepare themselves to read their client’s financial statements. Customer service is improved as you are able to better assist clients in obtaining financing or selling their business, by identifying areas for improvement and assuring the accuracy of a financial starement before submitting it to underwriters or potential buyers.

See the comments of what others have said about this class:

  • This has been received as perfect!!Thanks a lot.
  • The class was extremely beneficial.
  • Good class, very informative. Thank you.
  • I really appreciated the presentation because I learned about reading financial statements; this is quite important because I am planning to launch my own business in a few months in Europe.

Improving Your Cash Flow

This course is meant to provide basic tips on how to get more cash where it belongs- in your bank account! We cover the importance of setting up a system to know where your cash is going. You will be educated on inventory, accounts receivable and accounts payable management and the use of OPM (other people’s money). We also cover tips and tricks of growing your business to ultimately increase your cash flow.

See the comments of what others have said about this class:

  • Ms. Lauri K. Pitcher is completely organized on her presentation and keeps me motivated at all times
  • Thank you. Very useful information
  • Great information
  • Lauri is S-U-P-E-R

Call us for a Free Consultation to Pick Our Brain!

Testimonials

  • "Working with Lucia & Company has been really great and has really helped our company. Lori is wonderful and we are very thankful for her services! Thank you, guys!"

    - Mark L.
  • "I have used Lucia and company for over 15 years.  They are excellent."

    - Lonno G.
  • "Lauri and her team are very professional, and knowledgeable when it comes our accounting needs.  In addition, they go above and beyond for our business/personal tax services. "

    - Darren L.
  • "This team has been taking care of my needs both professionally and personally for 30 years. They are professional and competent. I strongly recommend them."

    - Adam H.
  • "If you need an accountant, help with quickbooks, or advice on setting up your books, this is the firm to go to.  Laurie and her staff are quick and thorough -- they go above and beyond the call of service."

    - Jacki E.

Office Directions

San Bernardino Office

1887 Business Center Dr. Suite #4A
San Bernardino, CA 92408

Riverside Office

(By Appointment Only)
3576 Arlington Ave #200
Riverside, CA 92506

(800) 614-0139


1887 Business Center Dr. Suite #4A, San Bernardino, CA 92408 (800) 381-4132
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