August 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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No Group Coaching

When:

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Data Entry - Vehicle and Equipment Purchases
Data Entry - Loans (Installment and Car loans)

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

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.
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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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Payroll Basics and Payroll Entry - Best Practice

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

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.
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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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Payroll Reconciliation

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

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.
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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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No Group Coaching This Week

When:

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Sales Tax Entry

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

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.
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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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Deliverables To The Client
Deliverables To The CPA

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

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!
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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**