Services
Training
Confidence Through Knowledge
KNKBS conducts all personalized training using your data. We provide one-on-one training, or group training. All sessions are between one to two hours at the most.
Optionally trainings can be recorded and/or KNKBS can create written instructions.
Training Your Bookkeepers
KNKBS can work closely with your employees and teach them proper bookkeeping transactions, tips and tricks using the software.
Bookeeper Training Topics
Basic Navigation of the System
- Managing multiple tabs
- Customizing balance sheet registers
- Customzing menu shortcuts
- Filtering data
Banking and Credit Card Activities
- Understanding the Bank Feed process
- Using the Bank Feeds to categorize the transactions
- Creating bank rules to automate categorization
- Bank and Credit Card Reconciliations
Customer Related Activities
- Estimates, invoices, sales receipts and credit memos
- Processing payments
- Sending statements
- Reviewing the open invoice report
- Managing customer deposits
- Managing APP transactions downloaded from your online store
- Managing sales tax
Vendor Related Activities
- Entering bills, vendor credits and expense
- Using purchase orders
- Converting to bills
- Receipt tracking
- Managing vendor deposits
- 1099 processing
Managing Inventory
- Setup of items
- Cycle counts and physical inventory
- Adjusting inventory
- Running and validating inventory reports
Payroll Related Activities
- Employee maintenance
- Time tracking
- Running payroll
- Managing garnishments
- Managing deductions ie. 401K, health insurance, loans
- Manually recording payroll if you use a 3rd party processor
General Ledger Activities
- General ledger reporting
- Recording journal entries
- Understanding when NOT to use a journal entry
- Customizing reports
- Reconciling other balance sheet accounts
- Using classes and locations
Training The Owner
KNKBS believes it is critical that the owners have training on what the employees are trained in. This allows you to be able to watch the work and have confidence in their skills.
Owner Training Topics
- Understanding of the chart of accounts and impact on financial statements
- Difference between cash and accrual reporting
- Tracking employee entries
- Understanding the bank feeds and the impact on the financials
- Budgeting
- Processing financials statements
Client Spotlight
When I reached out for bookkeeping help, I was overwhelmed. My accounts were a mess—bank and credit card statements hadn’t been reconciled in months, my balance sheets didn’t make sense, and I was behind on payroll and sales tax filings. On top of that, my chart of accounts was so disorganized that I couldn’t pull any meaningful financial reports. I felt like I was flying blind.
From our first conversation, I knew I was in good hands. The team started by tackling the backlog, reconciling all my accounts and ensuring every transaction was accounted for. They brought my payroll and sales tax filings up to date, helping me avoid late penalties. Then, they completely overhauled my chart of accounts, making it clear and easy to understand.
Once everything was cleaned up, they walked me through financial statements that finally made sense. For the first time, I could see exactly where my business stood and identify areas for growth.
Now, I feel confident in my numbers, and with their ongoing support, I never have to worry about falling behind again. They didn’t just clean up my books—they gave me peace of mind and a clear path forward.