Read our reviews showcasing our customer's experience with our company, outlining our commitment to service and a happy customer. We are dedicated to customer feedback and reviews to listen to our customers and provide the best service possible.
We appreciate our customers taking the time to share their experiences and look forward to working with you.
Testimonials
Erika B - October 21, 2020
4 out of 5 stars
I enjoyed the Month End Course because it really helped with my processes. However, I'm a bookkeeper, and I had to ask in Facebook bookkeeping groups as to who does workpapers, if it was just CPAs that do them, or if bookkeepers should be doing workpapers also. Many of the responses were that workpapers are no longer needed. This made me wonder how current was your course...?
Erika, Thank you for your note AND for taking the time to leave a review! I'm jokingly saying workpapers are still cool because they can definitely be a pain sometimes. In my course, I talk about figuring out how to verify each balance sheet account. Sometimes, you need some sort of support for that number. But, I want you to find an easily repeatable process to get it done. I don't want it to be a pain. The term "workpapers" comes from the CPA world and I just consider it fancy for Excel spreadsheets or something similar. A lot of bookkeepers think you are done with month-end after doing bank reconciliations. As you know, I say there is FAR more to do if you want to provide quality work to your clients. My course is definitely current. It is more a matter of what different people think is necessary to complete month-end work. Let me know if you want to discuss more offline. Thanks! Cathy Iconis
Lisa D - October 20, 2020
5 out of 5 stars
Your master class is both a resource handy when needed and a valuable tool for use in my practice.
Phyllis R - February 5, 2020
4.5 out of 5 stars
Very informative. I would have liked a written guide or transcript to refer back to would be my only suggestion
Heather M - January 11, 2020
5 out of 5 stars
I purchased courses that would help me add more value to my practice and to help it grow. So far I've completed Diagnosing the Books and love how Cathy breaks things down and gave me new ways to determine how to price a cleanup job. I highly recommend it!
Melissa M - January 10, 2020
5 out of 5 stars
Great! Your 1099 planning template is helping me get organized this busy January. Thanks!
Shari K - January 10, 2020
4.5 out of 5 stars
Everything was very easy to understand and follow
Douglass C - January 10, 2020
4 out of 5 stars
I am really enjoying the resources and information at QBO Chat. Hope to do more as budget allows!
Belinda M - January 8, 2020
5 out of 5 stars
Thank you
Joanne D - January 8, 2020
5 out of 5 stars
I use the content from month-end just about every day. Very unique and helpful content.
I'm so happy that the course has helped you and your practice. - Cathy Iconis
Lisa D - January 8, 2020
5 out of 5 stars
Great info in an approachable manner!
Sue D - January 8, 2020
5 out of 5 stars
It was great
Jill S - November 20, 2019
5 out of 5 stars
Great information and direction on QBO processes and other apps that are useful
Ryan K - November 11, 2019
5 out of 5 stars
The training and resources provided are best in class of what is available on the market today. And much more throughout and relevant then training and support provided directly from Intuit
Rosalind F - November 11, 2019
5 out of 5 stars
The training delivered as advertised.
Carla L - October 15, 2019
5 out of 5 stars
Hi! I am really enjoying the course and have learned a few tricks along the way. I was expecting to see journal entries but realized that they aren't always necessary. Thanks!
Gary S - October 17, 2019
5 out of 5 stars
Keep up the good work!
Susan N - October 15, 2019
5 out of 5 stars
I love your courses, always worth the time and money invested!
Pam A - September 5, 2019
5 out of 5 stars
I’ve participated in a couple of Cathy’s webinars and most recently, the QBO clean up series. I have completed the first two so far and I’m finding very useful information and resources. I’m sure the rest of the modules will also be just as useful content I’ll be sure to incorporate into my small business Thank you
Sunita C - July 21, 2019
5 out of 5 stars
It looks like a very thorough and practical course although I have not completely finished it yet.
Laura W - July 20, 2019
5 out of 5 stars
I sent my employee to the month end class and it helped her to fill in some gaps, she is doing much better and is feeling more confident to do the bookkeeping process from start to finish each month.
Germeen G - July 17, 2019
5 out of 5 stars
The month end course helped me to outline my process for my clients. I would absolutely recommend it!
Aileen G - July 17, 2019
5 out of 5 stars
Very positive. Your online description matched what the materials I purchased said they were going to be. I am strongly considering 2 of your Master programs where I "think" I need help with, month end and clean up. I can always use more knowledge in those 2 categories. I am SUPER EXCITED that you will be one of the speakers at the Buds Retreat. I am a bud and I can't wait! Aileen
Cyndi M - July 17, 2019
5 out of 5 stars
Great training!
Rossana L - July 17, 2019
5 out of 5 stars
I didn't know how much was involved in creating a budget. The budget planner is a great tool to use. Thank you
Joanne D - June 28, 2019
5 out of 5 stars
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. was new to me, and she delivers it with humor and authenticity. It was a great use of my time.