Take our Bookkeeping

We'll help you step up your game

If you've got the right people in the right places to do bookkeeping in-house, that's great! We are happy to teach your team the key aspects of the software, proper coding of expenses and revenue, reconciliation and more. Don't risk the dangers of bad information, get trained by the experts and you will be ready for anything.

Benefits of Lucrum Training:

  • One-on-one sessions
  • Customized curriculums, and solutions to fit your needs; We start at the level you need and grow from there
  • Your office, your computer, your customers, your bills. Our hands-on approach is guaranteed to help you understand and learn faster than a lab or classroom setting
  • Get work done while learning. Since we’re using your data, your books are being updated during the training session
  • Flexible scheduling with two-hour increments allows you to learn and still get work done!

A sample curriculum might include:

  • Introduction – How to Organize Your Closet
  • Take a look at your books
  • How your physical filing system is set up and the flow of how you do business
  • Painting by the numbers
    • Balance Sheet
    • Income Statement
    • Accounts Receivable Summary
    • Accounts Payable Summary
  • How to use the above reports to move around and quickly find what you need fast
  • Here’s the Home Page
  • Questions and answers
  • Learning the language
  • Assets and liabilities, AR & AP
  • Customizing reports
  • Quickbooks keyboard shortcuts
  • Void vs Delete
  • Bills vs Expenses
  • Which date matters?
  • What about terms?
  • Paying bills
    • Aging summaries and Unpaid Bills detail
    • Credit card, Debit card, EFT's, etc
  • Invoicing
    • Sales receipt vs Invoice
    • Receiving credit card statements
  • Reconciling Bank Statements
    • Duplicate entries
    • Totals don't match
    • Uncleared transactions

Download Now


QB Training Outline
Lucrum E-Book
Get Lucrum's eBook

5 Things Every Business Owner Must Master

Sign up to receive our helpful guide for business owners, both seasoned and beginners. You’ll also receive our monthly newsletter written specifically for business owners to give you valuable insights into your business.
  • This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
  • This field is for validation purposes and should be left unchanged.
Recent Articles
Understanding Cash Flow Projections in QuickBooks

Cash Flow Forecasting 101 (and Tips for Organizations Using QuickBooks)

By: Jeff Heybruck Forecasting cash flow is one of the most difficult but impactful planning exercises a business owner can undertake. There …

Dealing with slow paying clients

Small Business Tips to Negotiate Better Payment Terms & Conditions with Customers

By: Jeff Heybruck Net 30? Yeah, right. AR from large clients can be tricky. A common refrain we hear from small business …

QuickBooks Integration BuilderTrend & Others

QuickBooks Integrations: A Checklist To Successfully Plan Your Next Integration

By: Jeff Heybruck In addition to reducing tedious, duplicative data entry across multiple systems, integrating apps with QuickBooks can enable real-time financial …