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 Redlig
Financial Services
offers one on one training in various financial software
programs. Not only to we assist you with the overall set-up
process, but we realize that every student is at a different skill
level, so we believe in personalized one on one training to get
the most out of the software tools. And if you have a small
business, this takes on a different set of urgency since it is
even more important to be organized. Since your finances are
personal and confidential in nature, we provide you, upon request,
a signed confidentiality agreement that all information discussed
is considered confidential and will not shared or discussed with
anyone.
With this One on One training program, you will learn at your own
pace, in your own time and learn the skills you need to master the
program. We will ask you a series of questions meant to determine
all aspects what you are looking to learn.
For New Users:
We teach beginners how to use Quicken properly. We explain what
Quicken can do and how to avoid potential problems. On average, a
two-hour lesson is all most people will need to attain a working
level of proficiency. Learn how to set up bank, asset,
liability, credit card, loan, expense and income accounts.
Download bank records directly into your Quicken file.
For Existing Users:
We show you how to take full advantage of the
software's many capabilities and latest enhancements. We teach
you how to leverage the power of the software for tax reporting,
creating budgets, and monitoring investment returns and
performance.
About Our Set-Up Process:
If your financial affairs are a challenge that seem
to take up more and more of your time, it is no surprise you feel
overwhelmed. There is an alternative and setting you up with a
Quicken installation can go a long way in relieving some of these
burdens. We take the time to understand all of your different
types of accounts, which can include bank accounts, credit cards,
brokerage accounts, retirement accounts, college savings plans
etc. The list grows as the tax laws become more complicated. We
can consolidate all of those accounts and paper statements you get
in the mail and present a cohesive picture to you on where you
stand from a net worth basis and debt basis. And it does not take
that long to do.
About Our Lessons:
Some clients
prefer to take several short lessons, while others prefer one or
two longer lessons.
Please note that with
Quicken Premier and Premier Home and Business, it is likely that
additional training is likely as there is more sophistication
associated with these versions which takes longer to teach.
About Us:
At
Redlig Financial Services, we
distinguish ourselves based upon the level of service we provide.
We do not cease contact with you once our instruction has ended.
Rather, we are a resource you can continually use long after the
classes and set-up has ended. It doesn't matter whether it is
something new that has come up or you just forgot how to do
something. We are there for you as a resource and that's all part
of the long-term customer relationship we build.
You can purchase a yearly support contract from a software
company, but none of them will give you the personal service
you'll receive from us because we're local and experts at what we
do. |