Service area 04
Training and Education
We build the financial knowledge and capability of business owners, individuals, teams and organizations. The emphasis is on practical application rather than financial theory.
- Best for
- An owner or a team that wants to read the numbers themselves.
- Shape
- Customized rather than packaged.
- Formats
- One to one, team, workshop, multi session program, speaking.
- Built on
- Your systems and your actual numbers, not a generic dataset.
Sound familiar?
Training solves a specific kind of problem.
- Someone on the team has to own QuickBooks and nobody has been taught it.
- Your managers get financial reports they cannot read.
- Your board or your volunteers need financial literacy, fast.
- A new system went in and the training never happened.
- You want to bring part of the work back in house.
Capability you keep is worth more than a report you receive.
What we actually teach
Six formats, one standard: you can do it afterwards.
- 01
QuickBooks training
One to one or team training that gets owners and staff genuinely using QuickBooks rather than fighting it.
- 02
Business financial training
Financial statements, cash flow, profitability and the other concepts an owner has to hold, taught with your own numbers.
- 03
Customized training
Built around a specific system, process, objective or knowledge gap in your organization.
- 04
Financial Foundations workshops
Our structured workshops, combining practical business finance with hands on application.
- 05
Speaking engagements
Educational sessions for conferences, associations, Chambers, businesses and community organizations.
- 06
Organizational and group programs
Multi session or customized financial education for organizations, cohorts and business groups.
Built around the way you need to work.
One to one
An owner or a single team member, working in your own file.
Team session
Two to twelve people, built around your reports and your chart of accounts.
Organization or group program
Multi session, for boards, staff or a membership, delivered remotely or in person.
How it is priced
Customized, which means scoped rather than listed.
Training engagements are built around who is learning, what they need to be able to do afterwards, and what systems they work in. That is why there is no price list here. Tell us the group and the goal and you will have a scope and a fee.
Taught in your file, not in a demo company.
Generic QuickBooks training teaches a fictional business. We teach in your own file, with your own accounts and your own transactions, so what someone learns on Tuesday is usable on Wednesday.
Capability you keep.
What I value most is Dominique’s eagerness to educate and guide me in making informed decisions. He has helped me stay aligned within budget while keeping a clear eye on gross margins and the bigger financial picture. His support has given me confidence and peace of mind as my business continues to grow.
What I like most about KWM Consultants is their integrity and compassion to better businesses starting with relationship and fairness. They see the bigger picture and meet our expectations.
How engagement works
A clear scope before work begins.
First conversation
A free thirty minute review
Written scope
The work, the price and the next step
Onboarding
Secure access and setup
Delivery
The agreed work, with clear communication
Review
What changed and what comes next
Start here
Who is learning, and what should they be able to do?
Request QuickBooks training specifically
Clarity. Confidence. Control.
Teach your team to read the numbers.
Built around your file and your actual figures, not a demo company.
Answered before you ask.
Is training delivered in person or remotely?
Training can be delivered remotely or in person, depending on the agreed program and the participants.
How long is a session?
Session length is scoped around the outcome, audience and format. Programs can be one to one, a team session, or multiple sessions for an organization.
Do you train on our own QuickBooks file?
Yes. We teach in your own file, with your accounts and transactions, rather than a fictional demo company.
Can you train a whole team at once?
Yes. Team sessions and organizational programs are built around the reports, chart of accounts and work your participants need to understand.
Do you do speaking engagements?
Yes. Speaking engagements and Financial Foundations workshops are part of Training and Education. Share your audience, topic, date and outcome to request a scope.
Is there a standard price?
Training is generally customized rather than sold as a standard package. We confirm the format, scope and price before work begins.
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