Training Insight offers one-on-one personalized training in your business environment, clarifying key concepts and relating them to your unique settings. We serve clients all over the greater Boston area and beyond, via remote or on-site sessions.

Classroom training uses theoretical examples which can be difficult to grasp. We believe the best training tools are your own live business examples to set up and create your data files. Live data and actual transactions can be viewed historically to reinforce the training. Our goal is for you to get maximum benefits from your financial tracking software.

Our services include:

  • Targeted training for your specific needs, first time users or advanced
  • Needs assessment
  • Time-saving options and streamlining
  • Report creation to help run your business
  • Year-end wrap-up for tax reporting and prior year comparisons
  • Software purchase, installation and customization
  • Third Party Electronic Billing Links
  • Linking Timeslips™ with QuickBooks® for accuracy and a complete solution
  • Follow-up Tech Support, via phone and remote access

More About Our Services

Training Insight will accelerate your learning curve, enable greater proficiency, and help you generate meaningful reports for better business decisions.

Ready to get more from your financial software?

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Sage Timeslips
Intuit QuickBooks Certified ProAdvisor

Our focus is to maximize your software as a resource. The programs should provide the best data and analysis to run your business. We think ahead about end-result reports while learning about your business.

Member of Cambridge Local First