Training Insight specializes in one-on-one training in your environment. You can speed up the pace you learn new software and increase your comfort level immediately with hands-on training. We begin at your level, whether you’re a new user or want to enhance your skills.

The best training tools are your own live business examples to set up and create your data files. Translating your unique set of circumstances to pre-packaged classroom training can sometimes be a challenge. Training Insight offers personalized training which is custom-designed to your specific questions and needs.

At Training Insight we do custom set-ups in Timeslips and QuickBooks Pro software for time tracking, billing and financial reporting. We’re also specialists in programming the two applications together for a complete solution. After both applications are linked, your time and billing information seamlessly flows into your financial tracking software. This companion solution captures all revenue and expense insuring nothing is left out. The result is simplified billing, financial reporting and tax preparation.

Training Insight can help you realize the full potential of your software investment. We can strengthen your software skills specific to your business’s needs. We’ll make time tracking and financial software an asset to help run your business and an ally in making good business decisions.

These programs give you the power to generate more billable hours and be more profitable. Many of our clients have found that the proper tools enabled them to capture previously unbilled time and expenses. Recovery of these hours and costs increases your profits.

Technology tools can take your business to higher levels. Make your software the resource and tool it was intended to be. If you want to invest your resources wisely, call Training Insight to begin planning a training session and start building your software skills on the spot.


HOW CAN WE HELP YOU?

Examples of how Training Insight has assisted clients:

ELIMINATING UNNECESSARY STEPS
Training Insight has created computerized financial systems for sole proprietors and larger firms by eliminating multiple steps in multiple programs. One complete software solution saved time and captured all necessary data.

CREATING USER-FRIENDLY TOOLS FOR YOUR STAFF
Businesses that bill by the hour have benefited from drop-down menu choices in a pre-set company file. These tools insure staffs have user-friendly tools to enter their time and expenses.

SAVING TIME AND MONEY
Many firms have streamlined their accounting procedures by linking their time and billing and financial applications together. This complete result has saved time plus eliminated any loss of revenue or expense possible with manual data entry.

GIVING A CLEARER FINANCIAL OVERVIEW
After learning about a firm’s needs, Training Insight has suggested alternate options of tracking and reporting financial information. Accounting terms are translated to meaningful descriptions to more accurately reflect a firm’s financial picture for the client and tax preparer.

IMPROVING BILLING AND INVOICES
Various offices have improved the appearance of their client bills while reporting all retainer activity and balances. Other services organizations have needed multiple billing rates plus a variety of unique billing scenarios, all of which are possible with the proper computer tools.

OUR TRAINING SESSIONS

WHAT TO EXPECT FROM A TRAINING SESSION
• New expertise and confidence in using your computer programs
• The ability to create meaningful computerized reports and accurate financials
• A resource that is a phone call away in your Trainer
• Availability of Tech Support, if needed
• Saved time and money

HOW TO PREPARE FOR A TRAINING SESSION
• Call your Trainer to build an agenda together
• Gather your questions
• Set priorities of what you need to learn
• Organize live source documents such as timesheets, client expenses, bill and report samples, checkbooks and bank statements
• Locate a computer that two people can work on comfortably, without interruption
• Have pen and paper handy for note taking
• Plan to use your skills within a few days from the session

Request a sample training agenda