Training programs designed to boost your business!

In order to help our business clients become better businesses, we’ve developed training courses aimed at isolating the most commonly asked questions.

Training programs designed to boost your business!

In order to help our business clients become better businesses, we’ve developed training courses aimed at isolating the most commonly asked questions.

BENEFITS OF OUR Programs

Helping to Build Better Businesses in our Community

Our goal at Storen Financial is to help our business clients become more efficient, more profitable, and all around better businesses. We aim to be your go-to resource in our community.

With those goals in mind, we’ve developed training courses aimed at isolating the most commonly asked questions and setting your business up for future success. 

=

Improve Efficiencies

Save time and money by managing finances systematically, allowing you to focus on running your business.

=

Avoid Costly Mistakes

Bookkeeping errors are a common occurance. Learn the tips to streamline and improve accuracy. 

=

Identify Opportunities

Gain knowledge to help understand financial statements in order to isolate future growth opportunities. 

=

Customize Your Experience

Choose your path and get answers to questions in a small group environment.

Learn from our QuickBooks Advanced Certified ProAdvisor

Erika’s goal is to work with clients to help ensure they have an accurate and easy to understand picture of their financial status. As an Intuit QuickBooks Advanced Certified ProAdvisor, Erika has a passion for educating clients on best practices and to ease the stress of bookkeeping and financial reporting.

She hopes to help clients solve their business challenges through effective protocols, technology and training.

Erika Lewis
Business Services DIRECTOR

AVAILABLE PROGRAMS

Intro to QuickBooks Online

Led by our Advanced Certified ProAdvisors, this unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to maximize your efficiency.
  • In-person Classes
  • Small Group Setting
  • Condensed Timeline (2-3 hours)
  • Local Resource

$350

=

Who should attend?

Whether you’re a business owner or bookkeeper looking to brush up on specific functionalities, transitioning from desktop to online, or navigating QuickBooks Online for the first time, this is the perfect class to get started.

=

What do you need?

You’ll need to have a QuickBooks online account (Simple Start, Essentials, Plus, or Advanced versions will work best for this class) and an eagerness to learn. Please bring your laptop and charger as this will be a working session within your QBO account.
=

What will you learn?

In this course, we will teach you how to navigate QuickBooks Online, to set up your accounts, walk through sales by creating customers and using invoices/sales receipts, managing expenses by adding vendors and paying bills, setting up bank feeds and bank reconciliation and wrap things up reporting best practices.

Understanding Your Financials

Led by our Business Services Director, this unique training environment will allow you to learn not just how to increase sales but to reduce cost, shift where you’re spending your money, or a combination of all three.

  • In-person Classes
  • Small Group Setting
  • Condensed Timeline (2-3 hours)
  • Local Resource

$250

=

Who should attend?

Business owners who want to increase their profit and dive deeper into the Profit and Loss Statement and Balance Sheet will want to attend this class.

=

What do you need?

You’ll just need to bring a notebook, pen, and yourself! Any materials needed will be provided for you.

What will you learn?

In this course, you will not only learn how to read financial statements but also how to interpret them. With the knowledge you’ll gain, you will have greater confidence in what is currently happening within your company, and you’ll be able to work toward your end goals.

Click here for more details.

QuickBooks Online Workshops

Stop by our office during one of the QBO Workshops to get answers to your QBO questions. Members of our Business Services Team of QuickBooks Certified ProAdvisors will be on hand to help work through any questions you need help solving. We will sit with you and review your specific issues and help you get past that stumbling block. There is no need to pre-register, nor do you need to stay the entire time. Pop in with your laptop, get your questions answered and then get back to business!

$250

=

Who should attend?

Anyone with burning questions about QuickBooks Online is encouraged to pop in for any amount of time with their laptop.
=

What do you need?

Only your laptop and a list of questions to be answered.

How can we help?

At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.

LEARN MORE

Read the latest news for businesses on our blog

How Long Should I Keep My Tax Returns?

Read what Joy Taylor, Editor of Kiplinger Tax Letter, has to say about how long you should keep your tax returns. Article from Kiplinger As a general rule, you should keep your tax returns and supporting documents for at least three years from the due date of your...

read more

QuickBooks to Stop Selling Desktop Version

QuickBooks Desktop to stop selling to new U.S. subscribers Intuit has made a decision that after July 31, 2024, they will no longer sell new subscriptions of the following products: QuickBooks Desktop Pro Plus QuickBooks Desktop Premier Plus QuickBooks Desktop Mac...

read more

Contact us with any questions!