Welcome to the QuickBooks Mentorship Program: Track for Pros, and Track for Entrepreneurs!

This is your gateway to mastering the art of bookkeeping and harnessing the power of QuickBooks. Whether you're a business owner seeking to manage your finances more efficiently or an aspiring entrepreneur aiming to offer top-notch bookkeeping services to your clients, this program is tailored to meet your needs.

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QuickBooks Mentorship: Essential Bookkeeping for Pros and Entrepreneurs

Program Overview:

  1. Duration: 8-week comprehensive course.

  2. Frequency: Group sessions are held twice a week, each lasting two hours. Additionally, each member is entitled to a one-on-one session lasting one hour each month.

What You'll Learn:

Our Mentorship Program delves deep into QuickBooks, covering topics such as:

  • Understanding essential bookkeeping concepts like debits and credits, cash basis versus accrual basis.

  • Invoicing and billing of clients/vendors

  • Categorization and Chart of Accounts.

  • Adding bank and credit card accounts.

  • Reconciliation of financial accounts.

  • Setting up payroll accounts.

  • Daily, weekly, and monthly bookkeeping tasks.

  • Utilizing QuickBooks Payments for streamlined transactions.

  • Customizing invoices with templates.

Membership Benefits:

  • Weekly interactive sessions.

  • Access to a dedicated Facebook group for real-time Q&A.

  • Monthly one-on-one sessions with Michelle for personalized guidance.

  • Ongoing support as long as you wish to stay in the program.

  • Continuous learning and refinement of bookkeeping skills.

Pros Invest in Your Future:

The cost of the 8-week program is regularly $5,500, discounted to $2,999, with access to the Exclusive Bookkeeping Facebook Group until Dec 2025 and monthly sessions with Michelle. You also get access to attend an Annual Tax Conference where you will earn CE credits

Entrepreneurs Invest in Your Future:

The cost of the 8-week program is discounted at $2,400, with access to the Exclusive Bookkeeping Facebook Group and monthly sessions with Michelle. You also get 30-minute sessions monthly through March 2025. We will hold your hand through the 2024 tax season.

Remember, bookkeeping is an ongoing process, and this mentorship provides you with the knowledge and tools needed for long-term success in serving your clients and increasing your proficiency in QuickBooks Online (QBO).

Why Should Pros Learn Bookkeeping?

Learning bookkeeping is not just a valuable skill; it's a fundamental pillar of financial expertise that can open doors to numerous opportunities in the world of accounting and finance. Here's why you should invest in learning bookkeeping:

  1. Essential Foundation: Bookkeeping is the backbone of accounting. Understanding the principles of bookkeeping is crucial for accurate financial reporting, which is essential for any business, big or small.

  2. In-Demand Skill: Businesses are always in need of skilled bookkeepers to maintain their financial records. By learning bookkeeping, you position yourself as a valuable asset in the job market and as a service provider to businesses.

  3. Versatility: Bookkeeping skills are versatile. Whether you're working for a company, running your accounting practice, or managing your business's finances, bookkeeping knowledge is invaluable.

Why Should Entrepreneurs Learn Bookkeeping?

  1. Financial Clarity: Learning bookkeeping provides entrepreneurs with the ability to accurately track finances, offering a detailed view of the business's financial health and aiding in informed decision-making.

  2. Tax Preparedness: A good understanding of bookkeeping ensures that all transactions are properly recorded, making tax time less stressful and potentially uncovering valuable deductions that save money.

  3. Informed Decisions: With bookkeeping skills, entrepreneurs gain access to up-to-date financial information, allowing for better strategic planning, budgeting, and overall financial management.

How does Bookkeeping help with Tax Preparation:

Learning bookkeeping is essential for understanding the financial ins and outs of your business, enabling you to track income, expenses, and profitability accurately. This foundational knowledge aids in the preparation of business taxes by ensuring all financial transactions are correctly recorded, categorized, and ready for tax calculation. Moreover, it empowers you to make informed financial decisions, optimize tax deductions, and maintain compliance with tax laws, ultimately contributing to the financial health and sustainability of your business.

Earning Potential as a Bookkeeper and Partner CFO:

As you progress in your career, there's a significant earning potential for bookkeepers who become Partner CFOs. Here's how this translates into continuous monthly income:

  1. Steady Income: As a bookkeeper, you can earn a steady monthly income by providing your services to multiple clients. Many businesses require ongoing bookkeeping support, creating a reliable source of income.

  2. Growth Opportunities: As you gain experience and expand your client base, you can evolve into a Partner CFO role. Partner CFOs often work closely with business owners, offering strategic financial guidance and overseeing their entire financial operations.

  3. High-Demand Expertise: CFOs are highly sought after, and their expertise is well-compensated. This role involves not only bookkeeping but also financial analysis, budgeting, forecasting, and decision-making that directly impact a company's profitability.

Challenges in the Tax Professional Industry:

While tax professionals have traditionally been a vital part of the financial industry, the landscape is indeed changing. The IRS's move to create easier portals for tax clients has disrupted the traditional tax preparation business model. This will lead to decreased earnings for many tax professionals, so add another stream of income to your business.

Classes START May 1st

Our classes are available both online and in-person in Lawrenceville, GA, to accommodate your learning preference. Professionals will meet twice a week, while Entrepreneurs have a weekly session. Each class runs from 11:30 AM to 2:30 PM, ensuring an immersive learning experience.

Join Us

Don't miss this opportunity to transform your bookkeeping expertise. Enroll in the QuickBooks Mentorship Program today and take your financial skills to the next level. Contact us for enrollment details and secure your spot in this invaluable program.

For more information:
New Clients: Contact us 770-501-0197
Current Clients: Log into your portal

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