Webinars

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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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! They’ll be providing some special incentives for our registrants.

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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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G1VE Demo – FREE

Course Overview

In this webinar, you’ll get a few demo of the G1VE app. G1VE , which integrates with QuickBooks Online, calculates, collects, and distributes your donations monthly, and provides you with reports and a customizable public profile page showcasing your giving to your customers and community. Join this free demo to find out why this app was Intuit’s 2018 $100K Small Biz App Showdown winner. 

This Webinar is now full. If you would like to be contacted about a private demo, please fill out the form below. 

G1VE Demo

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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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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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