ACT! 2010 Training Classes

Are you interested in learning how to use ACT! 2010?

ACT! is a useful contact management system that helps you track customer calls and sales activity. During this six-week course you will learn the basics and fundamentals of this business tool.

• Week One will be an introduction to ACT! and will teach you how to navigate through the software.
• Week Two will cover how to set preferences and create contact records, schedules, and lookups.
• Week Three will cover how to create group records, company records, and opportunities (sales management tools).
• Week Four will focus on reports, creating envelopes and labels, and establishing custom fields and layouts.
• Week Five will move into the dashboard, integration with MS Outlook, and mail merge.
• Week Six will finish with administrative information, import/ export, and a wrap up to cover any questions about the course material.

To find out more information about us and our training classes, please visit our website and click on the Classes/Events tab.

QuickBooks Pro Training Classes

Are you interested in learning how to use QuickBooks Pro?

America’s #1 small business financial software is designed to help you manage money and accounts. During this six-week course you will learn how to utilize QuickBooks Pro to meet your business needs.

• Week One will teach you the fundamentals of accounting, the chart of accounts, the general ledger and navigating through the software.
• Week Two will focus on teaching how to create company files, customer and job records, items and lists, invoices, and other day-to-day tasks.
• Week Three will move into accounts payable, creating vendor records, and entering and paying bills.
• Week Four will concentrate on banking (writing checks, making deposits, and reconciling). We will also cover job costing, class tracking, inventory, and how to track mileage and time.
• Week Five will be about reporting, balance sheets, cash flow, and customer and vendor reports.
• Week Six will wrap up with 1099 accounts, administration, and any questions you may have about anything you have learned.

To find out more information about us and our training classes, please visit our website and click on the Classes/Events tab.

Our Mission

We provide a wide variety of services such as bookkeeping, accounting, human resource consultation, business and financial management tailored to meet the needs of each of our clients. Our services are designed to make our client’s job easier and to provide them with more time to focus on building their business. In doing so, we are happy to be able to refer our clients’ businesses to others.

At CBS we have a direct relationship with people who can help you with your taxes, financial planning, and several other services. For more information, make sure to check out our Other Professionals page. Although we recommend these other professionals we are in no way connected to their individual business.

What we can do for you

• Bookkeeping
• Financial statement preparation
• Quarterly analysis
• Financial reporting
• Professional QuickBooks assistance
• Established business cleanup
• Payroll
• Human resources - interviews, employee handbooks, etc.
• Budgets and financial projections
• Business plan development
• New business advice
• Business management service