Become familiar with the terminology, understand best practices, know how to close your books
understand what the numbers mean and use the information to grow your business. identify budding issues; engage in deeper more meaningful conversations with your CPA, Vendors, Customers and Personnel.
The information proper accounting provides is an essential tool for long-term success. use the numbers to grow your business.
a turboboost of the basics; cash vs accrual (management and impact); full reconciliations, month-end, year-end best practices are covered.
Revenue Recognition, Deferred payments, asset tracking/disposal, audit defense and prep, special journals, consolidated reporting and more.
for bookkeepers who need an extra set of eyes on a clients file. learn how to assess and analyze a file for accuracy and how to reconcile errors/perform clean-up.
learn niche & issue specific bookkeeping.
e-commerce, legal, construction, job-costing, multi-entity, non-profit and more.
For business owners, bookkeepers, controllers and accounting managers of all levels of experience who need an objective eye to review the books of their company or a client file.
This one-month service provides a comprehensive accounting data and process review; a 90 minute training session, as well as sessions to develop a thorough understanding of the income statement and balance sheet
to ensure future success, enrolees will also receive ‘10-steps to close your books each month’, a best practices checklist and access to our knowledge base.
Saturday – Wednesday
Morning, Afternoon, and Evening
currently accepting enrollment
suited for new business owners and beginning bookkeepers,
our 3-month program extends individual review, support and training by delving into general tax requirements, automation of bookkeeping and an admin tasks.
bi-weekly Training is enhanced with bi-weekly Q&A sessions where participants can ASK for feedback and how-to’s specific to their business,
businesses with additional requirements such as ecommerce, sales tax, legal and construction should start their enrollment here.
saturday – wednesday
Morning and afternoon
Q2 tracks now open
for businesses looking to use their numbers to understand their business,
the 6-month program continues to build and deepen your accounting knowledge by introducing budgeting, cash flow planning, accounts Payable and receivable management. Be able to identify and solve budding problems.
Payroll, project tracking, approvals processes, and job-costing are also covered. intro to Variances and Break Even Points will provide the basis for extended planning.
Monday-Saturday
Morning, Afternoon, or Evening
for businesses looking to Position themselves for growth and long-term success
use the knowledge gained during the insight period to deeply understand your business numbers, what drives them and then use them toward strategic planning.
learn how to create scenarios, budget, forecast and plan cashflow.
Be able to calculate ROI and breakeven points for your business.
Also covered:
Deferrals
Asset Management (including ghost assets)
KNOW when to bring in a controller, CFO and CPA
1099 Reporting & Year End close
Saturday – Wednesday
Morning, or Afternoon
next program begins APRIL 2024
if you prefer session-by-session training, need help on a single issue, want a review of your work or a clients work, want to brainstorm with an expert, we are here to help.
sample topics:
Automate your accounting with XERo
e-commerce bookkeeping overview
sales tax tracking and reporting
audit avoidance and prep workshop
identifying and tracking kpis
non-profit bookkeeping
Monday – thursday
Morning or Afternoon
open