Advanced Training-Things to Do

This webinar was given on September 27, 2017.  Providing you ways to be more proficient and efficient is the goal. Making sure your records are accurate is essential. Keeping your owners informed is critical. Not doing unnecessary tasks makes you more profitable. Safeguarding your database important.  Click HERE to view the webinar.

Two how to documents are referred to in the webinar.  Trust 3-Way Reconciliation and Audit Worksheet.