January 2023

Business Coaching, Bookkeeping, QuickBooks
& Power Hour BONUS
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.
Click NOW To Try Our 10 Day Course Trial For ONLY $1!
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Group Coaching - Year End Tasks
Adding S Corp Insurance to W-2s

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

Goals: Review, Set Rocks for Q1 2023

Book Nugget: The Lean Start Up

Bookkeeping Topic: Medical insurance premiums for S Corp owners should be added to the W-2. We'll discuss how, and what happens if you don't.
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Group Coaching - Relay Bank Demo

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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Group Coaching - Best Practice for the Chart of Accounts

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

Goals: Review

Book Nugget: The Lean Start Up

Bookkeeping Topic: One of the first things you should do when you inherit a file is to take ownership of the file and make sure the file has a professional and clean looking chart of accounts. I'll show you some best practices.
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Group Coaching - Monthly Deliverable Framework

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

Goals: Review

Book Nugget: The Lean Start Up

Bookkeeping Topic: One of the first things you should do when you inherit a file is to take ownership of the file and make sure the file has a professional and clean looking chart of accounts. I'll show you some best practices.