Products
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Streamlining your W9 Gathering Process
CourseFollowing a standard process for identifying, gathering and storing your clients' W-9's can be the key to having a relaxed and productive 1099 season. Rob Smith shares his simple 4-step process in this short course.
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Cleanup Year End QuickBooks Online Quick Start
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How To Get More Clients and Increase Revenue, with Michelle Weinstein
CourseMichelle Weinstein of The Abundant Accountant shares her key steps to marketing your practice and attracting the RIGHT clients for your firm. Eric Green and Dominique Molina are also featured, making this a course NOT to be missed!
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OneNote Bundle
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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.
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2 Minute Tax Return Review: Quick Start
CourseJump right into creating 1040 Data Grids with this shortened version of the 2 Minute Tax Review Full Course. If you find yourself needing more directions, please see the full course.
