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4 contributions to IAM Tax & Accounting Academy
Welcome Wave 👋
Eight new faces have joined the Academy in the last three weeks, and a join notification isn't much of an introduction, so here we go. @Rodney Theobal is a businessman focused on social innovation, here to put the right tools to work. @Tasha Brady brings 25+ years of bookkeeping experience and is a QuickBooks ProAdvisor. @Tasha B is a mom of three chasing a new career path. @Assata Thomas consults tax advisors. @Mandy Guty believes complexity, once made understandable, is what drives real change. @Julia Schneider helps tech founders get investor-ready books without the spreadsheet stress. @Dale Sypho runs Direct Accounting & Tax Service out of Grand Blanc, Michigan. @Rickyra Yates is an accounting undergrad ready to explore what's next. Welcome in, all eight of you. Drop a comment and tell the group what you're working on right now, a client problem, a growth goal, whatever's actually on your plate. Let's grow together!
Welcome Wave 👋
3 likes • Jul 20
Hi everyone! Currently working on automations for bookkeepers/CPAs and partnered with a firm in Baltimore looking to add fractional CFO to their services and getting ready to approve sales funnels and launch ad campaigns. Feel free to DM anytime!
1 like • Jul 21
@Tasha B welcome tasha! I suggest practicing in Quickbooks (QBO) they have sample docs for you to work with
I Have a Bookkeeping Lead For you.
Got a lead in the inspection services for builders space — they’re looking to move from QB Desktop to QuickBooks Online. Anyone interested in taking this on? Let me know.
1 like • Jul 17
@Ibrahim Mohammed damn they beat me to it 😅 if you've got more I'm here coach 🙋‍♀️
1 like • Jul 17
@Ibrahim Mohammed 😅 I'm asleep by 9p coach - I could automate a response tho 🤔
Just unlocked the full Scaling New Heights 2026 recording library.
TOP SECRET. DO NOT SHARE THIS LINK... lol This thing is loaded. Main stage keynotes, AI panels, fireside chats, M&A conversations — all in one place. Breakouts are grouped by conference day so you can binge by theme: AI, tech stacks, risk, IRS enforcement, branding, modern advisory. Sessions worth your time: - From Systems to Scale: Building a 7-Figure Modern Accounting Firm - The Death of the Clock: Pricing in the Age of AI - Automate the Boring Stuff: Workflows That Run While You Sleep - How the IRS Is Using AI (and what to do when the bot comes knocking) - Calm, Not Chaos: A Practical Approach to Business Risk - Scaling Without Headcount: Designing the AI-First Firm of 2026 - Practical AI in Tax Prep, zero-entry accounting, IRS audit protection, subscription pricing, hybrid/onshore/offshore models If you're an accountant or bookkeeper who wants to build a profitable, modern firm, this is a full conference in your pocket. Find the sessions that hit your current pain points. Take notes. Implement one idea per week. Come back and thank me later. START LEARNING NOW
Just unlocked the full Scaling New Heights 2026 recording library.
1 like • Jul 15
Holy 💩 just opened the link and a whole library opens up! (why not put it in skool tho?)
1 like • Jul 15
also pls pin this!!!!!! 🙏 🙏 🙏
Free Gift for the Community!
I wanted to bless y’all with something that can truly change the way you think about growing your business. I’ve got 150 free copies of a book called $100M Money Models. Even if you’ve never heard of it before, here’s why it matters: It breaks down how to package your services so clients clearly see the value. It shows how to design offers that people want to say yes to. It gives practical frameworks for scaling — whether you’re trying to land your first few premium clients or add six figures to your firm. I know a lot of us struggle with undercharging or explaining our value. This book is a game-changer in fixing that Here’s how to claim your copy: Click this link → Claim Your Book Here The code will automatically make it FREE (you just cover shipping). Your Code: 162818-SD3MV-199 Don’t wait — once the copies are gone, that’s it. Let’s level up together, —Ibrahim
1 like • Jul 9
Sweeeeeet! Thanks so much!
1 like • Jul 9
@Ibrahim Mohammed just ordered it! Super excited it’s the handbook copy! Started on the $100M leads free audiobook too!
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Julia Schneider
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@julia-schneider-1659
I help tech founders build investor-ready books, understand their numbers, and scale with confidence—not spreadsheet stress.

Active 5d ago
Joined Jul 8, 2026
ENFP
New York, USA
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