Master Courses

The QBOchat master courses are a completely different type of training. Instead of a single class or a few webinars, in our master courses, you go on a month-long journey.

Each master course is a separate private Facebook group. Each member will get

  • Access to live training sessions, which are saved to watch at any time
  • Access to Cathy Iconis every weekday to get support on any questions you have throughout the training
  • Access to a wealth of resources {templates and checklists} to help make life easier for you
  • And finally, you get access to the group and training for an entire year!

Below is a listing of our upcoming master courses. Click on the title to get more information and signup for the course.

QuickBooks Online Cleanup Master Course

Are you ready to become a QuickBooks Online Cleanup Master?

QuickBooks Online Cleanup engagements can be long and complicated resulting in some pretty bad headaches. But, cleanup engagements are the gateway to recurring work, so it is an important service in your firm.

With this master course, you’ll learn a streamlined approach to working through cleanup engagements. This will not only save you from some really bad headaches, but you’ll end up more profitable on cleanup engagements and able to convert clients to monthly paying clients quickly.

I’ve been in practice for over 10 years and have worked through countless cleanup engagements. I’ve made a ton of mistakes while evolving and honing my process. Don’t waste time making the same mistakes that I did. This is your chance to take advantage of my experience and jump that learning curve. You’ll learn what mistakes to avoid and how to run a cleanup engagement successfully.

Here are the details on how this master course operates:

  • This master course is 4 weeks long and held in a private Facebook group.
  • During the first 3 weeks, we’ll have 2 1-hr live sessions in our Facebook group where I’ll be sharing my screen and diving into QuickBooks. That’s 6 hours of training!
  • The last week is available for you to catch up and ask any questions you may have.
  • You’ll also have access to checklists to use in your practice, access to me (Cathy Iconis) for open Q&A, and a community to connect with and learn from.
  • Access to videos and documents will be available for a full year.

Learning Objectives

  • Diagnose the books and calculate cleanup pricing
  • Develop cleanup checklists
  • Manage cleanup engagements from beginning to end
  • Determine which best practices to utilize during cleanup engagements
  • Utilize the proper tools available in QuickBooks to efficiently clean the books
  • Utilize different types of reconciliations to clean up transactions and accounts
  • Identify complicated accounts and how best to fix those balances

Want to see more? Download the QuickBooks Online Cleanup Master Course Agenda

Learn More

QuickBooks Online Month End Master Course

Are you ready to develop an efficient month end process for your firm?

It is important to have a month end process for your clients to ensure that you are providing the best quality work. That is why I created this month end training. Once you have completed this course, you can be confident in the value you are providing your clients.

Month end doesn’t have to be a complete time suck, but if you want to be effective, you have to do more than just reconciliations. Let’s streamline the process together. By working through all the phases of month end in this course, you’ll gain the confidence in your work, you’ll gain a better understanding of your client’s business from the big picture perspective, and you’ll ensure that you are giving your client the best reporting so they too have the confidence in their numbers to make the best business decisions.  

In this course, you’ll learn how to organize your month end work so that you are in control and not your clients. You’ll be able to create real boundaries with your clients so you can effectively get your work done, which will result in happier clients! This saves you time so you can unchain yourself from your computer and enjoy life while making a great living.

Here are the details on how this master course operates:

  • This master course is 4 weeks long and held in a private Facebook group.
  • During the first 3 weeks, we’ll have 2 1-hr live sessions in our Facebook group where I’ll be sharing my screen and diving into QuickBooks. That’s 6 hours of training!
  • The last week is available for you to catch up and ask any questions you may have.
  • You’ll also have access to checklists to use in your practice, access to me (Cathy Iconis) for open Q&A, and a community to connect with and learn from.
  • Access to videos and documents will be available for a full year.

Learning Objectives

  • Learn the importance of having a month end process in your practice
  • Utilize the month end stages to simplify the scheduling of your month end work
  • Develop a month-end schedule for your practice and checklists for your clients
  • Utilize reconciliations to verify account balances and fix errors
  • Develop workpapers to verify the balances on the balance sheet
  • Utilize the month end review process as a training tool for your staff
  • View the financials from a big picture perspective to gain better insights into your client’s business
  • Learn how to use different reporting options to effectively communicate the numbers with your clients

What Others Are Saying

Heart-Felt and Hand-Typed Gratitude Note for Cathy Iconis’s 6-session Month-End Master Course.

Before I signed up for Cathy’s Month-End Master Course, I was hesitant because I thought it might be a waste of my time. I thought I had month-end covered with what I already did. I performed bank and credit card reconciliations and then sent the bank statements, reconciliation reports, and a few basic financial reports to my clients once per month. What else could there be?

Then in the course description, I saw that she was going to cover how to have an efficient month-end process. I definitely could use some help with that. My scheduling of client work consisted of taking care of the squeakiest wheel of the day and was making me a nervous wreck.

The session on scheduling workflow process for the month was amazing! Why hadn’t I thought to plan out my month? Doing work according to a plan has brought me some much-needed boundaries to how long my work days are and confidence in cheerily communicating my schedule and setting expectations with my clients.

I am so glad I took the risk and signed up for the course! Cathy is generous in sharing her checklists and templates. Most of the information was new to me, and she delivers it with humor and authenticity.
It was a great use of my time.

-Joanne Diepenheim

 

Learn More

Introduction to QuickBooks Online for Bookkeepers

Jump start your practice by learning how to use QuickBooks Online to build a virtual bookkeeping practice

This master course will be held in a private Facebook group, where I will be present and training for 4 full weeks on how to build a bookkeeping practice around QuickBooks Online. You’ll have access to 6 live training sessions, checklists to use in your practice, access to me for open q&a, and a community to connect with and learn from.

Agenda

  • QuickBooks Online and Virtual Bookkeepers
  • Customizing QBO for Your Clients
  • Ultimate Efficiency with Bank Feeds
  • Accountant Tools
  • Preferred Workflows
  • Month End Close & Reporting
Learn More

Advanced QuickBooks Online Principles Master Course

Propel your QuickBooks Online knowledge to the next level.

This master course will be held in a private Facebook group, where I will be present and training for 4 full weeks on gaining an advanced understanding of how QuickBooks Online works behind the scenes. You’ll have access to 6 live training sessions, checklists to use in your practice, access to me for open q&a, and a community to connect with and learn from.

Agenda

  • QuickBooks Online as a Database
  • Understanding Transactions & Bank Feeds
  • Common Bookkeeping Errors
  • Invoicing & Recording Revenue
  • Importing Data & Managing Apps
  • Reporting
Learn More
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