QuickBooks & Staff Training in English & Spanish

Learn the parts of QuickBooks you actually use, taught inside your own company file.

What you get

Hands-on training
Boost your productivity
In English or Spanish
Fixed fee, quoted in writing

Generic QuickBooks courses teach features you will never touch and skip the ones you need every day. Our training is built the other way around: we sit with you in your own file and work through your real invoices, your real expenses, your real bank feed.

Sessions are delivered in English or Spanish, in person in Las Vegas or remotely, and you keep a written cheat sheet for every workflow we cover.

Training is not limited to software. We also train office staff on the administrative routine itself — what to file where, which paperwork a new hire generates, how to prepare records for month end — so the job survives the person who currently does it.

What is included

Training delivered inside your own QuickBooks company file
Daily workflow: invoicing, receiving payments, recording expenses
Bank feed review and correct transaction categorization
Reconciliation walkthrough so month-end stops being a mystery
Reading your P&L and balance sheet without an accounting background
Common mistakes to avoid, and how to correct them safely
Written step-by-step guide in your language after each session
Bookkeeping fundamentals for people with no accounting background
Administrative routine training: filing, approvals and month-end preparation
Payroll and sales tax procedures for the staff who handle them
Refresher sessions when you hire someone new

Who this is for

Owners who want to keep day-to-day entry in house
Office staff newly assigned to bookkeeping duties
Spanish-speaking teams who were only ever trained in English
Anyone who bought QuickBooks and has barely opened it
Businesses onboarding a new office manager or administrative assistant

Your first 30 days with us

You will know exactly what is happening at every step. Nothing is billed until the plan in step 2 is approved in writing.

Day 1
Free consultation
30 minutes, in person or by video, in English or Spanish. You tell us what the business does and where the records stand. We tell you honestly what you need — even if it is less than you expected.
Days 2–4
Records review and written plan
We look at bank statements, prior returns, payroll and whatever system exists today. You receive a one-page plan: what needs fixing, what it costs, and a fixed monthly fee going forward.
Days 5–14
Cleanup and setup
Catch-up bookkeeping, a chart of accounts built for your industry, bank feeds connected, payroll and sales tax registrations verified. Prior-period problems are documented so they never repeat.
Days 15–30
First close and your dashboard
Your first reconciled month, a P&L and balance sheet you can actually read, and a 20-minute walkthrough. From here on, every month follows the same rhythm.

Questions about this service

Yes. All sessions and all written materials are available in Spanish or English, whichever your team is most comfortable working in.

No. If you have not chosen a version yet, we help you pick the right one and set it up first, so training happens in a file that is already configured correctly.

Most owners get comfortable with daily workflows in two to three sessions. Teams that also want reporting and reconciliation typically go a little longer.