Quickbooks & Bookkeeping Training for Small Businesses

Lucrum’s experts can help train your team (whether yourself, one employee or a small team) to use QuickBooks correctly, establish consistent financial processes, and produce reliable financial reporting.

We offer two ways to help:

1. 5-Session QuickBooks Bookkeeping Training Program - Not ready to outsource your bookkeeping or want to train a staff member to take on more? Our QuickBooks-certified bookkeeping trainer works one-on-one with business owners, spouses, office managers, or administrative staff to build practical QuickBooks and bookkeeping skills. Every five-session training program is customized to the trainee's experience level, business needs, and goals.
2. Fractional CFO Engagements - As part of a Fractional CFO engagement, our CFOs work alongside your bookkeeping team to improve processes, answer questions, increase efficiency, and help staff become more effective in their roles. This ongoing coaching and development is a natural part of our CFO services. Interested? Learn more about our Fractional CFO services.

Our training goes beyond QuickBooks mechanics. We help trainees understand the accounting principles and financial processes behind the work so they can become better bookkeepers.

One-on-one, every session.
No classrooms, no big groups. Your instructor’s full attention is on your staff - every question answered, every concept explained at their pace.

Hands-on, in your environment.
Your staff works in your office, on your computer, with your actual customers and bills. Real context means faster employee learning - guaranteed.

Real work gets done during training.
Because we train on your live data, your books are actually being updated every session - making training time productive for the business.

Scheduling that works for your team.
Program sessions are booked in two-hour blocks so you and/or your staff can fit training into a real workday - without needing to clear calendars or fall behind.