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**
Holiday, No Group Coaching
When: Sep. 5, 11:00AM
Where:
Description
File Structure For A Bookkeeping Firm
When: Sep. 6, 1:00PM
Where: Zoom - 1:00 P.M. EST
Description
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!
AMA - Ask Me Anything!
When: Sep. 7, 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: Sep. 12, 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.
Technology Stack
When: Sep. 13, 1:00PM
Where: Zoom - 1:00 P.M. EST
Description
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.
AMA - Ask Me Anything!
When: Sep. 14, 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**
Helping Your Client With Estimated Tax Payments
When: Sep. 19, 1:00PM
Where: Zoom - 1:00 P.M. EST
Description
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.
AMA - Ask Me Anything!
When: Sep. 21, 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**
First Time Quickbooks File Review
When: Sep. 25, 1:00PM
Where: Zoom - 1:00 P.M. EST
Description
No Group Coaching This Week
When: Sep. 26, 11:00AM
Where:
Description
AMA - Ask Me Anything
When: Sep. 28, 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**