Understand your Financials

We can provide one on one training, at YOUR pace, to help you either set up your accounting system or understand your existing system.

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    Learn the Basics
    Learn to track your expenses and record them correctly. You will learn how your expenses can undermine your cash flow, growth and get out of hand. Discover how to create meaningful profit and loss statements with prior period comparisons in QuickBooks and QuickBooks Online.
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    Sales & Cost Analysis
    Understand what items are selling, the cost of sales by item and each item’s contribution to your bottom line. Learn to track and manage those additional online seller fees, credit card /PayPal fees and shipping cost.
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    Training for QuickBooks
    Learn QuickBooks Desktop to manage complex accounting needs. QuickBooks Desktop excels with its industry-specific editions that include custom workflows and reports tailored to business in retailer, manufacturer, wholesaler, professional service provider, construction contractor, or nonprofit.

Additional Services

We also offer the following online learning courses: Shopify, Financial Understanding, QuickBooks 1 on 1 Training and more.


GET IN TOUCH

Lois Margolin, LLC.
4613 N University Dr #363,
Coral Springs, FL 33067
P: (954) 906-3393


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