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Deliverables To The ClientDeliverables To The CPA

When: Aug. 30, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

The magic is in the deliverables to the client, and the deliverables to the CPA. Here, we will show you the format both your clients and your CPAs will love!

AMA - Ask Me Anything

When: Aug. 31, 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**

Holiday, No Group Coaching

When: Sep. 5, 11:00AM
Where:

Description

File Structure For A Bookkeeping Firm

When: Sep. 6, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

It's easy to get lost in where to keep all the files you need to keep on behalf of your clients. It's hard to determine the best place to keep all the data. We'll show you our proven file structure!

AMA - Ask Me Anything!

When: Sep. 7, 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**

Client Monthly Workflow

When: Sep. 12, 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.

Technology Stack

When: Sep. 13, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

There are so many options and choices, we'll show you exactly what we use in our firm, for everything from time tracking, to workflow management.

AMA - Ask Me Anything!

When: Sep. 14, 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**

Helping Your Client With Estimated Tax Payments

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

Description

Most bookkeepers consider estimated tax payments to be the responsibility of the CPA. This leads to frustration with the client when neither the bookkeeper or the CPA is proactive with the tax payments. Its a huge opportunity for the bookkeeper to shine! In this class, we;ll show you how we handle this in own own firm.

AMA - Ask Me Anything!

When: Sep. 21, 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**

First Time Quickbooks File Review

When: Sep. 25, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

No Group Coaching This Week

When: Sep. 26, 11:00AM
Where:

Description

AMA - Ask Me Anything

When: Sep. 28, 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**