Report Consulting
Gale Kirsopp teaches these two courses: Designing Custom Reports for Your Clients and Customizing QuickBooks In-Product Reports.
Practice Strategies for QuickBooks Reporting (2 courses)
Gale Kirsopp teaches these two courses: Designing Custom Reports for Your Clients and Customizing QuickBooks In-Product Reports.
Designing Custom Reports for Your Clients
This session focuses on offering your clients strategic report design services before simply recommending a 3rd party report designers. Emphasis will be on working with clients to determine their reporting needs, displayed information and format, and available data sources. Gale Kirsopp will give valuable tips about outlining project specifications and providing effective quotes in recommending the best solution for your client.
Customizing QuickBooks In-Product Reports
While there are many 3rd party reporting solutions on the market, which can be used to produce reports you are unable to obtain within QuickBooks; however, this course is designed to help you stretch the use of QuickBooks internal reporting with some valuable tips, tricks and custom processes. While this is not a technical course on QuickBooks report building, Gale Kirsopp will teach practice strategies about general directions in report design.
Gale Kirsopp - with an emphasis on gaining practical management information from QuickBooks and Fishbowl data Gale has been able to provide her client’s with the report tools they needed to be more efficient, productive and increase their bottom line. She has over 20 years’ experience as a national & international speaker and trainer. Gale has been QuickBooks Advanced Certified since 2007, Fishbowl Certified since 2005, and is also a Method Advanced Certified Account Manager and Certified QQube Trainer.