Got QuickBooks but need help?

We’ve had a few calls and emails over the last few months regarding QuickBooks with a similar theme, people have seen the adverts on TV and heard the radio ad’s saying how easy your accounts can be when you use QuickBooks and they’ve got it, set it up the best they can and then realised they still have to do more than they thought! I definitely feel that the adverts make it seem simpler and more automated than it is! 

We can help in a few different ways – if you want to remain independent without a bookkeeper or accountant helping, you could book some of our bespoke training, either in our training room at our office or at your premises. Being bespoke means it’s nice and easy to make it relevant to how you’re running QuickBooks and how your business runs. Being bespoke doesn’t mean it costs a fortune! 

Another way we can help is by helping you with the setting up of the system, making it easy to get the information you need and easy to put the information in to get that! Or we can take some of that strain away to let you get on with running your business, we love doing bookkeeping and accounts but know most people don’t!

So if you’re struggling with QuickBooks please get in touch and see how we can help!

We’ve moved – again!

I know it’s only been less than 6 months since I wrote a blog saying we’d moved, but we’ve done it again! We knew when we merged that an office move would have to happen, an office with 2 desks just doesn’t work for a company having 3 full time employees! Thankfully, it didn’t take long – we’ve found a lovely new office at Kent Elms Corner, with the lovely Elms Cafe one side and The Fish Shop the other so we’re good for lunch too! 

We’ve got free parking outside for up to an hour and a lovely big letterbox for all your paperwork drops, all of which should be directed here from now (as I’m moving house soon too so don’t drop there anymore either!). 

As part of our lovely new base we’ve got a dedicated meeting and training room, allowing us to improve our training offering and be more available for client meetings by having the space in house, so please pop in and have a cup of tea and a look around. We certainly love our new space and can’t wait to get stuck into work here!

QuickBooks Advanced Training

Yet another day in London last week, this time accompanied by my husband, to attend training for Advanced Online Certification of QuickBooks. Held at their training centre near Tower Hill, it was a good refresher of some skills that we don’t use day to day, we learnt a few tips and tricks and proved we’re actually quite good at what we do!

As with QuickBooks connect, lovely food and drink and a lovely training centre to spend a day in, while the classroom is quite intense to ensure you get through everything in a day, the centre is very relaxing and regular coffee breaks help keep you awake! The day ends with a timed exam, lasting a maximum of an hour, thankfully with your result at the end so no waiting to see if you passed! We did both pass, so expect to see our new Certified ProAdvisor, Advanced Online badge on our website soon!


So, first let’s go back in time. 3 or 4 years ago I was preparing management accounts for the company I was employed by, a part of my job I really loved. Then they told me they wanted me to bring them into a managers meeting to discuss them with everyone.. Now I was out of my comfort zone! 

It may have been the setting rather than what I was doing but I never felt comfortable in those meetings – major case of imposter syndrome even though I knew my job inside and out. I often came away feeling, well, it’s hard to describe but my confidence hit rock bottom. 

Fast forward to now and I’ve found a new love for networking, increasing my confidence to a new high! 

At a recent networking session, I was asked if I provided training by a lady who handled her own bookkeeping. She wanted to hand over a better set of books to her accountant at year end, partly to reduce the accountants work load (and therefore their fee!) but also to make it more worthwhile (see this blog). I said yes as I knew I could do it but admit to feeling very nervous at the thought of those confidence knocking meetings.

I’m pleased to say that that nervous feeling soon disappeared, I left the clients office feeling fulfilled and like I’d done a great job – the feedback from the client told me they did too! 

This is one of the reasons I’ve decided to offer training to the services offered by PBS. Rather than trying to make people fit some pre-determined course I set up and roll out, I create a bespoke session to meet specific requirements. 

Now, I know this sounds expensive, but it’s really not. Although I would create the course for you specifically (which sounds time consuming) as it’s based on bookkeeping (which I do every day!) and on software it’s very easy for me to put together a plan for training.

I feel having some bullet pointed headings and notes to guide, rather than dictate, where the course goes helps ensure it covers what you’re after but remaining flexible to deal with things as they come up during the day. 

We also encourage learning at your office, using the computer/laptop/tablet you always use. Despite best intentions things will display slightly different on different computers, you might have a slightly out of date or even newer software version, there’s so many things that can be different! 

So to wrap up this blog it’s probably worth saying how I charge for training! I charge for it in half day blocks (check my website for my up to date pricing) 

Experience has taught me half day is usually enough for anyone (we all zone out at some point!) but feel free to contact me with specific requirements and I’ll advise how long you will need, further training can always be booked if you end up wanting/needing more.

So, get in touch and see how we can help you with your training. Training sessions offered in QuickBooks, Xero and Sage