Preparing for 1099 Season

Preaparing for Tax Season with Tax Workpapers that Wow your CPAs

QuickBooks File Review - as a marketing tool

Create a high converting proposal and get paid ahead

Proper Payroll Entry

Reconciling Payroll

Marketing - Tips for getting so many clients, you have to turn some away

Managing Data so you don't waste time looking for things

Tech Stack that works

Serve your clients well by helping with Estimated Tax Payments

Conducting powerful meetings with Clients, Staff, and CPAS

Handling the common mistakes with Loans and other liabilities

Guest Speaker - Business Insurance

Weekly Live Training