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Training and Consulting

General training

Is your local union unsure it wants to undergo an audit because of the cost burden associated with it? We can provide training that is specific to the needs of your local union to walk you through the steps necessary that would ensure your accounting is properly handled properly. We can also go over your taxes and books. Reach out. Call us! We can help.

Computer-software training

QuickBooks or Sage (formerly Peachtree) can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively according to your needs.

We offer the following solutions to help meet your accounting software needs:

Personnel Training

We train you personally! Either one-on-one or several individuals within your organization at your company’s location.


We assist new software users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our firm can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


Our software review service helps entities that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.