December 2022 Bookkeeping & QuickBooks Online
Training Calendar

The Bookkeeping class is a 13 week course and the QuickBooks Online course is 8 weeks long.  Classes can be started at any time during the course of the training since most of the classes are stand alone teachings.  Attendees who purchase the classes receive lifetime access to training sessions and recordings.
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Ask Me Anything!

When:
Where: Zoom - 5:00 P.M. EST

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**
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QuickBooks Class - Setting up QuickBooks Online

When:
Where: Zoom - 6:00 P.M. EST

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.


This is live interactive class where you will practice with instructor in the Intuit sample file.
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Bookkeeping Class - Data Entry
 

When:
Where: Zoom - 6:00 P.M. EST

  • Data Entry - Vehicle and equipment purchases
  • Data Entry - Loans (Installment and Car Loans)

We'll go over how to handle the down payments and how to enter the purchase in a single journal, where you can attach the source data, and other best practices.
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QuickBooks Class - No Class Tonite

When:

I like to see all my students at the Intuit Connect Conference this week! (Dec 7 - 9th)


 
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Group Coaching - Tax Workpapers - Be Ready!

When:
Where: Zoom - 11:00 A.M. EST

Goals: Review

Book Nugget: The Lean Start Up

Bookkeeping Topic:  I love to show you the method we've developed to best present an accurate set of books, with all the supporting documents right at the fingertips on the CPA who needs them.
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Power Hour Bonus -Tax Workpapers

When:
Where: Zoom - 7:30 P.M. EST

YEP! Its Time! Let me show you how to produce a set of tax workpapers your CPA will LOVE and will make sure your books are accurate!
 
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Bookkeeping Class - Data Entry - Payroll
 

When:
Where: Zoom - 6:00 P.M. EST

Payroll Basics & Payroll Entry - Best Practices

We see a lot of problems wtih payroll entry. Debits related to payroll should not be generically coded to "payroll expense". I'll show you best practice and how to ensure your payroll will reconcile to the payroll tax reports.
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Ask Me Anything!

When:
Where: Zoom - 5:00 P.M. EST

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**
view all events

QuickBooks Online - Using Classes and Locations

When:
Where: Zoom - 6:00 P.M. EST

What are some good reasons to use classes and/or locations? We'll discuss this and best practices and gotcha's.


This is live interactive class where you will practice with instructor in the Intuit sample file.