This training is for those who want a more customized instructional environment. These two-hour block trainings are designed to meet your needs depending on where you are in your QuickBooks® proficiency. Starting with the basic set-up and navigation of the software to more advanced tools and reports, we will help you utilize this powerful software effectively to maximize your output.

The Certified QuickBooks® ProAdvisor can train you directly on your QuickBooks® software using your data or use a QuickBooks® sample company for the training. You can also choose to have the training virtually from anywhere in Ohio or at your place of business within Lake County, Ohio.

The two hour instructional blocks are priced at $250/block for one attendee. Add $50 per additional attendee up to three attendees. Groups over three require separate requirements and pricing.

The following are some popular topics taught in QuickBooks® training:

  • Setting up your business: navigation tools and preferences
  • Accounts payable: vendors, p/os, inventories, paying bills
  • Accounts receivable: customers, estimates, invoices, credits
  • Banking: bank accounts, deposits, bank reconciliation, credit cards
  • Journal entries: adjustments, chart of accounts, items, budgets, reminders, administrative tasks, year-end procedures
  • Employees: time tracking, projects/billing rates
  • Reporting and other communications

To schedule your private training session, contact Angela Clements Cattell at

Please note, payment must be made prior to scheduling the Private QuickBooks Session. Payments are non-refundable if training is not cancelled at least two business days before the scheduled session date.

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