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 ensure that 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.