The Grove

2 Minute Tax Return Review: Quick Start

Jump 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.

Create SuperForms using Google Docs

Create workpapers that save time for reviewers and enable junior staff to achieve at higher levels. You are never more than 1 click away from each workspace and the embedded knowledge allow you to delegate to any staff member.

QBO Hacks, with Alicia Katz Pollock

Alicia 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!

Bookkeeping on Steroids: Using OneNote to Summarize & Share Knowledge With your Team

Rob 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.

Cleanup Year End QuickBooks Online Quick Start

Onboarding Clients with Excellence, with Katey Maddux

Katey 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.