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Holiday, No Group Coaching

When: Jul. 4, 11:00AM
Where:

Description

Holiday, No Bookkeeping Class.

When: Jul. 5, 1:00PM
Where:

Description

Holiday, No AMA.

When: Jul. 6, 5:00PM
Where:

Description

Holiday, No QuickBooks Class.

When: Jul. 6, 6:15PM
Where:

Description

Client Monthly Workflow

When: Jul. 11, 11:00AM
Where: Zoom - 11:00 A.M. EST

Description

Goals: Review

Book Nugget: The E-Myth Bookkeeping

Bookkeeping Topic: See your monthly workflow and annual status in this nifty google doc. The visual picture will create an immediate sense of control and reduce the overwhelm. This also makes a great marketing tool.

Data Entry - Bank Statements

When: Jul. 12, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

Entering the bank statement is just the beginning. We'll go over the gotchas (sales taxes and car payments are not expenses!), where to keep your bank statement, and all the best practices

AMA - Ask Me Anything!

When: Jul. 13, 5:00PM
Where: Zoom - 5:00 P.M. EST

Description

Bring your challenge, bring your new client - ask me anything. We'll do a screen share and get your problem solved.

**Exclusive Hands-On Available To Coaching Students Only**

Getting Started in QuickBooks Online

When: Jul. 13, 6:15PM
Where: Zoom - 6:15 P.M. EST

Description

Introduction to the different QuickBooks Online subscriptions.
Introduction to navigating QuickBooks Online

Client Retainers

When: Jul. 18, 11:00AM
Where: Zoom - 11:00 A.M. EST

Description

Goals: Review

Book Nugget: The E-Myth Bookkeeping

Bookkeeping Topic: There are three different methods we can handle client retainers. We'll discuss these three methods and when they should be used.

Data Entry - Bank Statements

When: Jul. 19, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

Entering the credit card statement is just the beginning. We'll go over the gotchas, where to keep your credit card statement, and all the best practices

AMA - Ask Me Anything!

When: Jul. 20, 5:00PM
Where: Zoom - 5:00 P.M. EST

Description

Bring your challenge, bring your new client - ask me anything. We'll do a screen share and get your problem solved.

**Exclusive Hands-On Available To Coaching Students Only**

Setting up QuickBooks Online

When: Jul. 20, 6:15PM
Where: Zoom - 6:15 P.M. EST

Description

What is your chart of accounts and what are the best practices? How do you add users? How do you import data? Lets answer those questions together and discuss best practices.

No Group Coaching This Week

When: Jul. 25, 11:00AM
Where:

Description

No Bookkeeping This Week

When: Jul. 26, 1:00PM
Where:

Description

No AMA This Week

When: Jul. 27, 5:00PM
Where:

Description

No QuickBooks This Week

When: Jul. 27, 6:15PM
Where:

Description

No Group Coaching

When: Aug. 1, 11:00AM
Where:

Description

Data Entry - Vehicle and Equipment PurchasesData Entry - Loans (Installment and Car loans)

When: Aug. 2, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

We'll go over how to handle the downpayments and how to enter the purchase in a single journal, where you can attach the source data, and other best practices.

AMA - Ask Me Anything!

When: Aug. 3, 5:00PM
Where: Zoom - 5:00 P.M. EST

Description

Bring your challenge, bring your new client - ask me anything. We'll do a screen share and get your problem solved.

**Exclusive Hands-On Available To Coaching Students Only**