| << June | July 2023 | August >> | ||||
|---|---|---|---|---|---|---|
| Sunday | Monday | Tuesday | Wednesday | Thursday | Friday | Saturday |
|---|
| 25 | 26 | 27 | 28 | 29 | 30 | 1 |
| 2 | 3 | 4 | 5 | 6 | 7 | 8 |
| 9 | 10 | 11 | 12 | 13 | 14 | 15 |
| 16 | 17 | 18 | 19 | 20 | 21 | 22 |
| 23 | 24 | 25 | 26 | 27 | 28 | 29 |
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**