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**

Client Monthly Workflow

When: Aug. 8, 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.

Payroll Basics and Payroll Entry - Best Practice

When: Aug. 9, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

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.

AMA - Ask Me Anything!

When: Aug. 10, 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**

Payroll Reconciliation

When: Aug. 16, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

Payroll can be a huge pain point for a company file, even if they are outsourcing their payroll. In this section we'll cover the very important step of making sure everything is working as it should with payroll.

AMA - Ask Me Anything!

When: Aug. 17, 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**

No Group Coaching This Week

When: Aug. 22, 11:00AM
Where:

Description

Sales Tax Entry

When: Aug. 23, 1:00PM
Where: Zoom - 1:00 P.M. EST

Description

In this session we will introduce the QuickBooks Online Sales Tax and also discuss how to handle sales tax entries when a third party software system is used.

AMA - Ask Me Anything

When: Aug. 24, 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**

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**