On-Demand Courses

Jirav Demo

Jirav Demo Course Overview

Get an exclusive demo from our friends at Jirav covering their product.

Jirav delivers smarter financials and faster insights, helping you understand where your business has been and predict where you’re going. The system joins your cloud-based Accounting, HR, CRM and billing systems together to automatically surface a sophisticated, interconnected model that is unique to your business. Modeling errors are eradicated, monthly reports occur in minutes and real-time, connected data enables teams to collaborate on multiple scenarios — bookings, billing, revenue recognition, cash flow, and workforce/expense planning — and get the answers they need, fast.

This free webinar is sponsored by Jirav. Once you register, your contact information will be shared with Jirav, but no one else!

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The Sales Workflow – Lesson

The Sales Workflow

This is the 8th session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course.

In this lesson, we deep dive into all the QuickBooks features involved with the sales workflow.

Agenda

In this lesson, we’ll discuss:

  • The Workflow
  • Products & Services
  • Price Rules
  • Billable Expenses & Charges
  • Estimates
  • Invoicing Customization
  • Progress Invoicing
  • Sales Tax
  • Receive Payment
  • Sales Receipts
  • Refunds
  • Collections

What’s Included in this Lesson

  • Training video (107 minutes)
  • PDF of the powerpoint presentation
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Biller Genie Demo

Biller Genie Demo Course Overview

Get an exclusive demo from our friends at Biller Genie covering their product.

Supercharge your existing accounting software with Biller Genie – the all-in-one solution to your business accounting woes. Biller Genie makes it easy to track invoices and get paid on time – so you can get back to what’s important – growing your business. With its automated invoice messenger, late fee manager, branded customer portal and powerful payment gateway, Biller Genie seamless connects to QuickBooks and helps businesses work smarter, improve cash flow, and reduce administrative expenses.

This free webinar is sponsored by Biller Genie. Once you register, your contact information will be shared with Biller Genie, but no one else!

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Customizing QBO with Company Settings – Lesson

Customizing QBO with Company Settings

This is the 5th session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course.

In this lesson, we deep dive into company settings and cover what all those options mean.

Agenda

In this lesson, we’ll discuss:

  • Main Company Settings
  • Sales Settings
  • Expense Settings
  • Payment Settings
  • Advanced Settings

What’s Included in this Lesson

  • Training video (52 minutes)
  • PDF of the powerpoint presentation
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Navigating QuickBooks Online – Lesson

Navigating QuickBooks Online

This is the 2nd session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course.

This lesson gives you introduces you to QuickBooks Online and where to find everything you need.

Agenda

In this lesson, we’ll discuss:

  • The Dashboard
  • User Experience Consistencies
  • Customers
  • Vendors
  • Employees

What’s Included in this Lesson

  • Training video (31 minutes)
  • PDF of the powerpoint presentation
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QBO Tools and Tips for Bookkeepers – Lesson

QBO Tools and Tips for Bookkeepers

This is the 7th session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course.

This lesson dives into the accountant tools that help bookkeepers be more efficient while utilizing QBO.

Agenda

In this lesson, we’ll discuss:

  • Report Tools
  • Reclassify Transactions
  • Write-off Invoices
  • Bookkeeping Review
  • Business Performance
  • Shortcuts

What’s Included in this Lesson

  • Training video (39 minutes)
  • PDF of the powerpoint presentation
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Tax1099 Demo

Tax1099 Demo Course Overview

Get an exclusive demo from our friends at Tax1099 Powered by Zenworks covering their product. Join the 150,000+ business who create forms, verify info, & eFile with our award-winning platform.

This free webinar is sponsored by Zenworks. Once you register, your contact information will be shared with Zenworks, but no one else!

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The Ins and Outs of Bank Feeds – Lesson

The Ins and Outs of Bank Feeds

This is the 1st session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course.

This lesson dives deep into QuickBooks Online’s bank feeds. Gain a clear understanding of how to best utilize the bank feeds AND how to avoid making costly (and common) errors.

Agenda

In this lesson, we’ll discuss:

  • Connecting Bank Accounts
  • Bank Feed Layout
  • Fixing Errors
  • Bank Rules

What’s Included in this Lesson

  • Training video (41 minutes)
  • PDF of the powerpoint presentation
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What is a Virtual Bookkeeper – Lesson

What is a Virtual Bookkeeper?

This is the 1st session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course.

This lesson gives you a sense of all the services you can provide to small businesses (and those that you aren’t going to do). This is a big-picture view of all types of services and a summary of different things that might be involved.

Agenda

In this lesson, we’ll discuss:

  • What is bookkeeping?
  • Common services: Ongoing & One-time/project based
  • What a virtual bookkeeper doesn’t do

What’s Included in this Lesson

  • Training video (38 minutes)
  • PDF of the powerpoint presentation
  • PDF Virtual Bookkeeping List of Services
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Tying Tax Returns to the Financials

Learn how to match tax returns to the financials in this short course. Our sample return is an 1120S and is matched to financials from QuickBooks Online. This video course is 13 minutes long and includes the downloads listed below.

What you should expect to learn

  • Understand the different areas of the tax return
  • What to expect on Forms 1120, 1120S, 1040, 1065, and 990
  • How to match balance sheet accounts on the tax return and financials
  • How to match income statement accounts on the tax return and financials
  • Understand the differences between the financials and the tax return

Downloads included

  • Sample 1120S
  • Sample Balance Sheet exported from QuickBooks
  • Sample P&L exported from QuickBooks

 

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Bill.com Demo

Bill.comDemo Course Overview

Get an exclusive demo from our friends at Bill.com covering their product. Bill.com automates the way you pay bills, send invoices, and get paid.

This free webinar is sponsored by Bill.com. Once you register,  your contact information will be shared with Bill.com, but no one else!

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OnPay Payroll Demo

OnPay Demo Course Overview

Get an exclusive demo from our friends at OnPay covering their product and why it is the new standard in payroll. Partner with OnPay to take on a bigger role with your clients and simplify your practice. OnPay gives you the flexibility to run payroll however you want to, integrate with your favorite apps, and even help with HR and benefits.

This free webinar is sponsored by OnPay. Once you register,  your contact information will be shared with OnPay, but no one else!

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Diagnosing the Books Training

Diagnosing the Books

If you have downloaded our free practice guide for Diagnosing the Books, this is the companion training. Watch Cathy Iconis as she walks you through a sample diagnosis and how she utilizes this method to determine the price for cleanup engagements.

This course is 25 minutes long. You can access the training here after ordering.

 

 

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Transaction Pro Demo

Transaction Pro Demo Course Overview

Get an exclusive demo from our friends at Transaction Pro covering their products. Transaction Pro has tools to import, export, and delete data from QuickBooks Online (and Desktop). Their apps can help you save hours of time during cleanups and on-going bookkeeping engagements.

This free webinar is sponsored by Transaction Pro. Once you register,  your contact information will be shared with Transaction Pro, but no one else!

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Accounting for Payroll

Payroll 101 for Bookkeepers

Learn the basics of payroll and how to deal with it from an accounting perspective. We will be discussing:

  1. Paying Employees
  2. Accounting for Taxes
  3. Other Payroll Items, and
  4. Creating the Accounting Entries

This course is not specific to QuickBooks Online. Instead, you are going to learn the basics of accounting for payroll. What types of information and data you should be aware of and how to deal with it.

Downloads Included

  • Presentation slides
  • Practice Guide – Accounting for Payroll

 

 

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Excel Skills for Accountants – Top 10 Excel Tools To Increase Productivity

Course Overview

In this 1-hr on-demand training, you’ll learn how the top 10 productivity-boosting tools to help accountants and bookkeepers in their day-to-day lives. We know Excel isn’t going anywhere anytime soon and it is important for accountants and bookkeepers to have strong Excel skills.

Cathy Iconis, once dubbed “The Excel Queen”, will show you the 10 tools she uses almost daily to help her in her bookkeeping practice. Once you’ve learned how to do utilize these tools, you’ll be able to provide some killer spreadsheets to your team and clients in the fraction of the time it took you in the past.

Learning Objectives

  • Apply viewing and layout tools to streamline your work within Excel
  • Utilize some of the best time-saving features in Excel
  • Design formulas and combine them for further success
  • Create pivot tables and learn how to modify the layouts

Downloads Included with Course

  • Slides: Excel Skills for Accountants – Top 10 Excel Tools To Increase Productivity
  • Raw File: Commission Detail
  • Completed File: Commission Detail
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Transaction Pro Importer Template Builder

Are you ready to learn how to get data into QBO FAST using Transaction Pro Importer?

Join this 1-hour on-demand training where I’ll teach you how to use Transaction Pro Importer and how to create your own templates that you can utilize over and over again in your practice.

Agenda

  • How does Transaction Pro Importer work?
  • Steps to Importing
  • Why Use a Template
  • Planning Your Template
  • Creating Your Template

Downloads Included

  • Slide deck from the presentation
  • Spreadsheets from the examples used in the training
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Building Budgets For Your Clients

Are you ready to up your advisory game?

Learn how to build stellar budgets for your clients. Cathy Iconis will walk you through the process of building a budget – planning, gathering information, determining the numbers, and the final review. This 73-minute training includes a real-life example of building a budget in Excel – plus some time-saving tips in Excel!

With the purchase of the course, you also get access to the slides from the presentation, a PDF template to help you with budget planning with your clients, and the completed Excel file from the example provided in the training.

Agenda

  • Planning with Clients
  • Gathering Information
  • Determining Budget Numbers
  • Final Review
  • Budget Build Example

Available Downloads

  • Slides – Building Budgets for Your Clients
  • Budget Planner Template
  • Budget Build Example (Excel)
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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

Session Details

  1. Managing Cleanup Engagements
    • Diagnosing the books
    • Setting engagement goals and communicating with the client
  2. Cleanup Best Practices
    • Deleting v. Voiding
    • Company Settings
    • Lists
    • Importing Data
    • Opening Balance Equity
  3. Cleanup Tools
    • Reclassify
    • Clearing Accounts
    • Audit Log
    • Custom Reporting
    • Advanced Searches
  4. Reconciling Accounts
    • Undo
    • Double Reconciliations
    • Reconciliation Adjustments
  5. Fixing Transactions
    • Bank Feeds
    • Other Transactions
  6. Complicated Accounts
    • Undeposited Funds
    • A/R & A/P
    • Tax Accounts

 

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

 

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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

Session Details

  1. Getting Started
    • Financial statement assertions
    • Phases of month end
    • Sample month end
  2. Creating Your Process
    • Using a phased approach to month end
    • Planning your process
    • Considering client risk areas
    • Creating a month-end checklist for your client
    • Developing a system for a team versus one professional
    • Utilizing a project management system
  3. Reconciliations
    • Reconciliation tools in QuickBooks Online
    • Cleanup reconciliations
    • Unreconciled items
    • Clearing accounts
    • Non-bank reconciliations
  4. Workpapers
    • What are workpapers?
    • Balance sheet assertions
    • Formatting workpapers
    • Examples of different workpapers
  5. Balance Sheet
    • Finish up any open items on workpapers
    • Tying a balance sheet to a tax return (this is also a separate training here)
    • What to review and check on the balance sheet
  6. Profit & Loss
    • Analytical procedures
    • Reviewing accounts for proper classification
    • Checking your work
    • Reporting options

 

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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!

If you’d like to purchase a lesson separately, we have included links to those courses below.

Agenda

Lesson 1 – What is a Virtual Bookkeeper? (Purchase Separately)

  • What is Bookkeeping?
  • Common Services
  • What a Virtual Bookkeeper Doesn’t Do

Lesson 2 – Navigating QuickBooks Online

  • The Dashboard
  • User Experience Consistencies
  • Customers
  • Vendors
  • Employees

Lesson 3 – The Different Versions of QuickBooks Online

  • Simple Start
  • Essentials
  • Plus
  • Self-employed
  • Advanced

Lesson 4 – Your Practice in QuickBooks Online (QBO Accountant)

  • Listing of Clients
  • Your Team
  • ProAdvisor Information
  • Work
  • Apps
  • Setting Up a New Client

Lesson 5 – Customizing QBO with Company Settings

  • Main Company Settings
  • Sales Settings
  • Expense Settings
  • Payment Settings
  • Advanced Settings

Lesson 6 – The Ins and Outs of Bank Feeds (Purchase Separately)

  • Connecting Bank Accounts
  • Bank Feed Layout
  • Fixing Errors
  • Utilizing Bank Rules

Lesson 7 – QBO Tools & Tips for Bookkeepers (Purchase Separately)

  • Report Tools
  • Reclassify Transactions
  • Write-off Invoices
  • Shortcuts

Lesson 8 – The Sales Workflow

  • Products & Services
  • Billable Expenses & Charges
  • Estimates
  • Invoices
  • Payments
  • Deposits
  • Sale Receipts
  • Recurring Transactions
  • Refunds
  • Progress Invoicing
  • Writing Off Invoices
  • Common Issues

Lesson 9 – The Expense Workflow

  • Purchase Orders
  • Bills
  • Payments
  • Matching in the Bank Feed
  • Expenses
  • Price Rules
  • Common Issues

Lesson 10 – Reconciliations & Month End (A short overview of our Month End Course)

  • Reconciliations
  • Phases of Month End

Lesson 11 – QuickBooks Online Reports

  • Types of Reports in QBO
  • Customizing Reports
  • QBO’s Management Reports
  • Business Performance
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The Bookkeeper’s Marketing Plan

Learn how to market your bookkeeping business

Do you want to learn how to get new bookkeeping clients? Ready to learn some of the best tactics to advertise your practice? In this on-demand training, you’ll learn how to develop a marketing plan for your bookkeeping practice.

We won’t overwhelm you with a million different things you HAVE to do. This training provides you a kickstart to your marketing efforts. Learn how to strategize and build something that will work best for your practice to attract your ideal clients.

Agenda

  • Describing Your Business & Services
  • Learning the Sales Process
  • Market Analysis
  • SWOT Analysis
  • Marketing Objectives
  • Tactical Plan
    • Inbound Marketing
    • Outbound Marketing
  • Measuring Success

What Others Are Saying

The Bookkeeper’s Marketing Plan provides a great framework of the sales process and marketing strategy.  It helps you move forward and get a plan in place. Cathy Iconis is very relatable and does a great job explaining the process. – Catherine Frasier, CPA

 

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AutoEntry Demo

David Leary walks us through how AutoEntry can make the life of a bookkeeper or accountant easier with all of the amazing features you’ll find in the app.

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