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Business Plan Template
Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Educating Businesses, Empowering Professionals
Learn to use CustomBooks™ Academy to find a live or self-paced teacher-led online course. From here, you can walk through the steps to achieving course completion.
This completely customizable program allows you to build your own degree path. Starting with our foundational Core Certification class, you can choose from an array of electives and complimentary courses to further enhance your skillset.
Use your awesome new RockStar credentials wherever you advertise your services. Attract new clients by publishing your online profile on Find a Partner for free.
Learn to use CustomBooks™ Academy to find a live or self-paced teacher-led online course. From here, you can walk through the steps to achieving course completion.
Core Certification
Our Core training and certification program was created to provide practitioners a robust platform to learn all of the powerful features in CustomBooks™. It not only gets you comfortable with the product, but makes you an CustomBooks™ RockStar to establish domain expertise with your clients.
Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Inventory Basics
Your next step in becoming a Certified RockStar, Inventory Certification. This course covers the basics inventory management concepts in CustomBooks™ including items, lots & serial numbers, back-ordering, cost, and reporting.
Advanced Certification
Keep your skills fresh and stay up to date on the latest features when you take our Advanced Certification training. This quarterly offered specific course is completely customized to your needs, covering topics such as FAQs, Accounting, Cloud Banking, Reporting, and Extensions.
Advanced Inventory
Expand your inventory knowledge and master complex processes with our Advanced Inventory training. This course explores the topics of Assemblies, Units of Measure, Drop shipping, Consignment/3PL, and the Universal Report. Earn up to 3 CPE Credits*
Custom Print Forms
Invoices, Orders, Quotes and More! Customizing CustomBooks™ Print Forms. Learn the art of customizing Print Forms in CustomBooks™ with this one hour class that will reward you with the ability to access the tool in your account. Add and remove fields, insert custom text and graphics, format it and move it all around – this class will prepare you to make the print forms yours!
Marketing 101
This introductory marketing course will teach you the ins and outs of building your brand and effectively marketing yourself in the digital space.
Sales Strategy & Objection Handling
In this course, you will develop the skills required for lead generation and how to collect information crucial for the successful growth of your firm. We will also take a look at the various methods of selling/selling strategies, the necessity of follow-up and presenting proposals, as well as prospecting and objection-handling skills that will set your firm up for the best growth success.
Customization & Extensions
Dive deep into the versatility of CustomBooks™’s feature set and learn how you can make the most of our customizations, extensions, and add-ons.
Finding Your Niche & Marketing to Them
Take a deep dive into cultivating your specific niche to build traction for your firm. This course is designed to educate business owners on establishing a unique edge in the market through: target audience profiling, building a brand kit, and crafting your digital persona.
Property Management with CustomBooks™
Your Airbnb and Short-term RentalsLearn how to efficiently and effectively manage your short-term rental properties with the completely customizable CustomBooks™ software.
