Accounting Training & Support Services

Practical guidance. Stronger systems. Confident financial management.

Our Accounting Training & Support services help business owners and internal teams build a clear understanding of their financial systems. From our base in Cary, North Carolina, we provide personalized digital training and reliable support that empowers clients to manage their finances accurately, efficiently, and with confidence.

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A practical approach to accounting training & support

Stan P. Moore CPA, PLLC provides structured guidance designed to strengthen day-to-day accounting knowledge and ongoing financial management for serial entrepreneurs and growing businesses.

QuickBooks Online Training

Our training focuses on helping your team master QuickBooks Online, giving you complete control over your financial records and reporting. The curriculum is practical and relevant, ensuring you know how to leverage the software effectively and accurately.

Ongoing Accounting Support

Through dependable accounting support services, we assist clients with specific questions, troubleshooting, and ongoing guidance. This ensures accounting tasks are completed correctly and consistently throughout the year, preventing end-of-year surprises.

Experienced Training and Support

Unlike generic online courses, our services are delivered by a licensed CPA who understands both technical accounting requirements and real-world business operations. Clients receive guidance, including a library of personalized video tutorials grounded in accuracy, compliance, and practical experience.

  • Note: Specific training scope, support availability, and service details are outlined in the engagement letter.

Build confidence with reliable accounting support

  • Personalized Digital Instruction: Our Accounting Training & Support services provide interactive instruction tailored to your specific QuickBooks Online environment, reporting needs, and unique business structure.

  • Consistent Support: We offer ongoing access to our team to help you address issues as they arise and maintain accurate financial records, so you never feel stuck or unsure.

  • Process Improvement: Our curriculum focuses on improving efficiency, organization, and understanding so your accounting systems actively support better strategic decision-making.

  • CPA-Led Guidance: As a CPA firm, we deliver support services rooted in professional standards, accuracy, and accountability, giving you the peace of mind that comes from expert oversight.

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Basic Services

Hourly Rate on
Monthly Pay Schedule

+

PRO
MEMBERSHIP

$250 per month

PREMIUM
MEMBERSHIP

$500 per month

Ways to Work Together

Basic Services Only

Annual accounting, tax prep, business consulting, and reporting.

Basic Services + PRO

Everything in your basic service agreement, plus the PRO monthly member benefits.

Basic + PRO + PREMIUM

Everything in your basic service agreement, plus the PRO and Premium monthly member benefits.

  • Note: Complete service inclusions and plan specifics are laid out in the engagement letter.

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Case Studies

  • Jay was a successful financial planner who wanted to improve his business cash flow and tax liability. He approached us after decades of doing his own tax preparation and also trying some local tax preparers. As an entrepreneur with several businesses, including a portfolio of real estate, he wanted a hands-on approach to guide him to higher profitability. We optimized his tax structure to save him over $10,000 annually for the rest of his career! How? We linked his personal goals to his business, identified the best tax entity, and changed the company retirement and compensation methodology!

  • Michael and Stacie owned their business for over 20 years when the sold it to another operator. They needed to know how much tax they needed to pay so they could minimize the burden and plan for it. We worked with them for weeks assessing their multi-entity business portfolio, real estate, and personal financial plans. The result was in-depth tax projection scenarios providing maximum retirement contributions over $150,000 in one year, tax savings of $100,000 over two years, and a new holding-company business model for the future!

  • Steve was building a business and needed bookkeeping, tax, and business advice. His fast-paced entrepreneurial spirit required that we always "stay ahead" with his books and tax planning. With our on-time reporting, proactive tax moves, and hands-on training, Steve learned how to master his books and keep up with market changes! Now he has retirement, a valuable business, and services large commercial distributors and contractors across North Carolina.

How accounting training & support services work

Step 1: Assess current systems

We review your existing accounting setup, workflows, and reporting to identify specific training gaps and support needs.

Step 2: Deliver targeted training

Our programs focus on the areas that matter most to your business, helping you build confidence and competence in managing your records.

Step 3: Provide ongoing support

We offer continued services to answer questions, address challenges, and reinforce best practices via email or video review.

Step 4: Strengthen long-term systems

With consistent guidance, your business develops reliable accounting processes that support accurate reporting and sustainable growth.

FAQs

  • This service includes practical instruction and ongoing guidance designed to help businesses manage their QuickBooks Online environment accurately. It combines personalized coaching with dependable support to build confidence and consistency within your financial operations.

  • Accounting training is ideal for business owners, managers, and individuals who want a clearer understanding of financial reports, bookkeeping processes, and day-to-day accounting tasks. Clients new to accounting systems or experiencing growth often benefit the most.

  • Unlike generic tutorials, our training is tailored to your specific accounting setup and delivered with professional oversight. We focus on real-world applications and accuracy, not just basic software navigation.

  • Accounting support services provide ongoing assistance with accounting questions, troubleshooting, and process clarification. This support helps maintain accurate records and ensures accounting tasks are completed correctly throughout the year.

  • Yes. Accounting support can be provided year-round, depending on your needs and the scope defined in the engagement letter. Ongoing support allows issues to be addressed promptly and reinforces best practices over time.