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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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