September 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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Holiday, No Group Coaching

When:

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File Structure For A Bookkeeping Firm

When:
Where: Zoom - 1:00 P.M. EST

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!
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AMA - 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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Client Monthly Workflow

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

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.
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Technology Stack

When:
Where: Zoom - 1:00 P.M. EST

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.
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AMA - 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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Helping Your Client With Estimated Tax Payments

When:
Where: Zoom - 1:00 P.M. EST

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.
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AMA - 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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First Time Quickbooks File Review

When:
Where: Zoom - 1:00 P.M. EST

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No Group Coaching This Week

When:

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AMA - 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**