Training at Cody & James: a professional in consultation with a Cody and James Accounting SpecialistAre you struggling with your accounting software? Let Cody & James CPAs help you to take your company to the next level. We can teach you to learn how to get your daily bookkeeping into a format that makes sense. Our preferred software is QuickBooks either desktop or on-line. We are ProAdvisors.

Training is offered either in-house and on-site and covers:

  • Invoicing and Customer Management
  • Receiving Payments
  • Paying Bills, Writing Cheques, and Vendor Management
  • Calculating and Reporting Sales Tax
  • Paying Your Employees and Calculating Source Deductions
  • Performance Reporting
  • Reconciling Your Bank and Credit Card Accounts
  • Customizing QuickBooks Invoices, Reports, and Quick Access Links
  • Initial Company Setup

Please contact us for more information or to arrange training.