Training options to fit your company.
There are many ways to learn to use RecWizard. Determine
the level of training that your company needs and then review
the options we have available for you. We're sure you'll find
several options that will fit your needs.
Free options - accessible right here on our web site.
There are several things you can access on our web site that
will aid in your training process.
Reconciliation Tip of the Month
Each month we send out an email with information about
preparing good account reconciliations. If you would like to be
added to the mailing list, please email us at
firstname.lastname@example.org and ask to be added to the
Most of the tips are related to good practices to use when
you prepare account reconciliations - whether you use RecWizard
or some other program. There are, of course, tips related just
to the RecWizard software to make you more efficient and
effective in completing your monthly task of reconciling
To see past tips, click here.
Live training sessions.
When you purchase RecWizard you are entitled to
initial live training sessions. This is included as part of your
original purchase and will be included in the proposal that is
furnished to you as part of your original contract.
Additional live training sessions can be provided as you deem
- Web based group training using GoToMeeting
- training sessions can be for up to 25 users. We prefer
limiting the class size to 10 to better provide attention to
specific concerns, but class sizes of up to 25 can be
accommodated. The cost for these classes is $300 for a one
hour class plus $250 per hour for each additional class hour
(billed in quarter hour increments). This will include all
appropriate setup instructions and a follow-up memo to you
about the class noting the amount of participation,
questions and concerns raised by the participants and a list
of the participants that attended.
- Live training at your facility - if logistics
make it possible and cost effective, there is no better
training than live face-to-face. We'd be happy to arrange
for one of our RecWizards to go to your facility and train
you and your staff in the art of reconciling. Please email
email@example.com to discuss costs
- COMING SOON - we are currently developing training
classes that will be provided to anyone interested in
attending. The cost of these courses will be $50.00 per
attendee and will be limited to a maximum of 10
participants. The classes are expected to be one hour long and
will include the following subjects:
- Reconciliation Basics - what an account reconciliation
is, how to document the reconciling items and what
documentation records should be retained. There will also be
some general accounting guidance provided as part of the
- Reconciliation Techniques - less emphasis on general
accounting training and more emphasis on the reconciliations
themselves, including the use of the accounting procedure
documentation features and supervisor and manager tools.
If you have any specific requests for training or suggestions
for other features that should be available, please let us know
by filling out the Comment section on the information request page.