Products
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Onboarding Clients with Excellence, with Katey Maddux
CourseKatey Maddux shares her tried-and-true process for evaluating, selecting and onboarding the RIGHT clients for her firm, and how to ensure it's a great relationship from first touch all the way through delivery of the work.
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QBO Hacks, with Alicia Katz Pollock
CourseAlicia Katz Pollock is a nationally-acclaimed QBO Trainer and Speaker. In this course, she shares some of her top "hacks" to speed up your data entry, streamline and enhance your experience, and even access QBO features that are not on the menu!
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Bookkeeping on Steroids: Using OneNote to Summarize & Share Knowledge With your Team
CourseRob Smith shares how to use OneNote as a bookkeeping process and workspace, creating a replicable set of instructions for staff. This creates consistency and allows you to push the work down to even the most junior staff, with great results.
