313 Bridle Path Road
Lansdale, PA 19446
Tel: (215) 628-9422
Fax: (215) 701-5842

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In-House Training

Lack of training results in errors, frustration, dissatisfied clients, loss of institutional knowledge, poor return on investment in technology, and possible malpractice claims. We can assist you whether the challenge is improved client relations, better management of your receivables, or improved utilization of software. Training can be provided one-on-one or in a classroom setting. We can also identify appropriate resources which your firm can utilize as time and budget permit. Training services we offer include:
  • Microsoft Word, Windows, Internet Explorer, Outlook, Excel, PowerPoint and Access
  • Marketing skills
  • Account receivable management
  • Bookkeeping procedures including trust account management
  • QuickBooks
  • Coaching and management training for key positions such as office manager, records manager, office services manager, human resource manager, controller, head bookkeeper, computer systems manager, and managing partner
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