Certified QuickBooks Pro Advisor

Lori Stein first earned her QuickBooks Pro Advisor certification in 1999. (All certified Advisors complete a comprehensive QuickBooks training course and pass an exam.) She worked for two years for Real World Training –  America’s largest QuickBooks training company. She now provide QuickBooks services in the greater Pasadena area. 

If you want to move to QuickBooks
Move your current accounting system to QuickBooks:

She will move your accounts from…

• Peachtree
• Quicken
• Manual accounting systems

…to the QuickBooks file that your CPA recommended that you get. 

QuickBooks Training

Lori A. Stein has trained groups as large as 100 people and as small as one person. She specializes in personalized training. You learn exactly what you need to learn. All your questions will get answered.

If you’re already using QuickBooks

Lori A. Stein provides a QuickBook Tune-up service to make sure you are using QuickBooks to the fullest.

She will:

• Analyze your company and your version of QuickBooks: Are you using the right version of QuickBooks for your company and industry?
• Identify errors and improper use of QuickBooks and suggest improvements
• Customize reports and forms
• Change QuickBooks preferences
• Add features such as class tracking
• Answer your questions
• Provide personalized training