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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.

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.

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



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Introduction to QuickBooks Online for Bookkeepers

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

A perfect course for someone just starting out and building their own virtual bookkeeping practice. This master course will be held in a private Facebook group, where I will be present and train you on how to build a bookkeeping practice around QuickBooks Online. The goal is to help you become efficient in QuickBooks Online and understand how you can utilize it to provide bookkeeping services to your clients effectively. You’ll have access to 6 training sessions, checklists to use in your practice, access to me for open q&a, and a community to connect with and learn from.

Special note: Sessions are pre-recorded and uploaded to the Facebook group to space out the training and not overwhelm you!


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

Propel your QuickBooks Online knowledge to the next level.

This master course focus on gaining an advanced understanding of how QuickBooks Online works behind the scenes. You’ll have access to pre-recorded training sessions, checklists to use in your practice, access to me for open q&a, and a community to connect with and learn from.


  • 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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