Do you know that we have a team of expert training professionals at Advocate Capital, Inc.? Our team is led by our dedicated Training Specialist, Billie Hardison, and is here to help you with any AdvoTrac® questions. The training team is also staffed with Quickbooks Pro Advisors who can assist you with recording Advocate Capital transactions in Quickbooks, both Desktop and Online!
As our dedicated Training Specialist, Billie is also our resident expert in the Excel application. You may have seen her continuing series of Excel Tips and Tricks featured on the Advocate Capital blog and website. If you have specific questions or require assistance with reports in Excel, schedule a session for one-on-one guidance.
In fact, contact us at TrainingTeam@AdvocateCapital.com or 615-577-1000 for any of your training needs!
Note: Advocate Capital, Inc. does not provide tax, legal or accounting advice. Our training on QuickBooks and other topics are presented for informational purposes only, and are not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should always consult your own tax, legal and accounting advisors.
Senior Vice President
Photo Credit: Rido