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Seminars

Estate Planning, Wills & Trusts

Become familiar with the basic documents of estate planning - wills, trusts, durable power of attorney, and advanced medical directive. Get answers to financial questions regarding ownership of assets and the mechanics of settling an estate. For more information on this seminar click here to view our printable brochure.

Technology for Productivity

This session is for any PC user in a small business, especially managers and business owners who have limited time and competing demands. You’ll learn at least 25 simple tricks and techniques that will make you a more efficient PC user and save you time. For more information on this seminar click here to view our printable brochure.

Properly Using QuickBooks® Pro

Learn how to use QuickBooks to write checks, enter and pay bills, enter credit card purchases, enter invoices/receipts, receive payments, make deposits, and more. This seminar is for beginning users of QuickBooks® Pro, those who want to understand how the software works, and bookkeepers who use the software to send invoices and pay bills. For more information on this seminar click here to view our printable brochure.

Using QuickBooks® Pro Advanced Topics

This seminar is for bookkeepers running payroll with QuickBooks Pro, users tracking inventory with QuickBooks Pro, contractors who do estimates or progress bill and anyone who needs to track costs by job. This advanced seminar will show you all you need to know to effectively keep the business running. For more information on this seminar click here to view our printable brochure.

Elder Care Planning & Long Term Care

Gain valuable knowledge to understand the basics of Medicare coverage, long term nursing care, Medicaid laws regarding the spend-down, types of long term care insurance and nursing care funding alternatives. For more information on this seminar click here to view our printable brochure.

How to Control Insurance Costs

Health insurance costs are on the rise, but this seminar will teach tips and strategies for keeping insurance costs down. We’ll show how options such as health savings accounts, positive lifestyle changes, safety in the workplace, and enrolling in group plans, can keep your insurance costs low. For more information on this seminar, call us at (616) 456-6464.

College Education Planning

Student loans can cost thousands of dollars. When you plan ahead you can be prepared for all expected costs. Attendees of this seminar will leave with an idea of the costs of funding their or their child’s education, their role in the funding, and solutions - both need and merit based. For more information on this seminar click here to view our printable brochure.

How to Put Marketing on Auto Pilot

Never waste another dime on marketing again! Learn to design a marketing system that pinpoints the people most likely to buy, why most businesses waste their advertising dollars, how to be distinctive in the minds of your customer, and much more. You can’t afford to miss this one. For more information on this seminar click here to view our printable brochure.

 
 

Contact Information

1419 Coit Ave., NE
Grand Rapids, MI 49505

Tel: (616) 456-6464
Fax: (616) 456-6442

1880 28th Street SW
Wyoming, MI 49519

Tel: (616) 538-8860
Fax: (616) 988-2069

Certified QuickBooks ProAdvisor