Hope everyone had a fantastic weekend! I wanted to share two things with you guys headed into this week; 1) I started building a bookkeeping AI agent this weekend. The purpose: Perform 80-90% of the coding, reconciliations, and monthly close tasks so I can do more review and less manual work. I’ll be working on this with one of my colleagues at work who is a developer for us, so I’m not sure how long it will take. Still, once I get something viable, I’ll be introducing to you guys. 2) I got the FP&A Certification I talk about in my FP&A course! It’s called the Financial Planning & Analysis Professional (FPAP) Certification by Corporate Finance Institute (CFI). This is the second certification I’ve gotten from them in the last 3 years (the other is FMVA - feel free to look it up if interested: https://corporatefinanceinstitute.com). I HIGHLY recommend CFI to everyone here. I think the cost for an annual subscription right now is like $380ish, but you get HUNDREDS of courses that are all SUPER applicable to your work. If you want to know more about my thoughts on these certifications, you can DM me, but FYI, they are globally recognized and top ranked in their industries by companies like Yahoo Finance. I’ve attached a photo that they published illustrating the use of some of these certifications and how they compare to others in the industry. I plan to make more templates with these new skills over time and offer them to you all. Now, it’s onto finishing the Tools of the Trade course and beginning phase 2 of this community 💪

As many of you know, a few months ago I connected with a CPA who found me through LinkedIn while launching his firm. He needed help with: - Bookkeeping - Cleanup projects - Financial statement preparation Over the last few months, I’ve been supporting several of his clients. Recently, he let me know he’ll be hiring someone in-house. He’s growing quickly and needs someone with more availability. I completely understand. Honestly, it’s also a bit of a relief. Working my full-time job and then helping until midnight wasn’t sustainable. My last day will be August 3, which means I’ll finally be able to put my full focus into this community. I wanted to share this because I think working with CPAs is one of the best ways to start a bookkeeping business. Why? - You gain experience across many businesses. - No lead generation. - Little to no client-facing work. - You follow established processes. - No software costs. The pay can also be very solid. My arrangement Scope - Keep bank/credit card feeds clean. - Record month-end journal entries. - Reconcile accounts. - Verify payroll and other integrations. - Help with historical cleanup projects. Revenue share - 30% if client-facing. - 25% if non-client-facing (my arrangement). I typically managed 3–4 monthly clients plus cleanup work. The CPA charged between $750–$2,000/month, plus $2,000–$4,000 for cleanup projects. Using conservative assumptions: - Average monthly fee: $1,375 - My share: 25% - Clients: 3 - Hours: 22.5/month - No cleanup projects included That works out to about $46/hour. Not bad for a side gig. Now imagine if you… - Land your own clients. - Negotiate better revenue splits. - Offer advisory or FP&A services in addition to bookkeeping. The income potential becomes much higher. That’s exactly what Phase 2 of this community will be about. But none of that happens without building your skills first. This CPA actually chose me over a bookkeeping firm in the Philippines because he believed I’d deliver a better result.

Sincerest apologies for the delay on this course. 🙏 I know I said I’d have it published over the last couple of weeks, and I want to thank you for being patient with me. The truth is, work has been a little overwhelming lately. Within the last month or two, both of my bosses left the company, and I’ve been filling the gap until we can hire replacements. There were several nights this past week where I didn’t leave the office until after 9:30 PM, which unfortunately hasn’t left much time or energy for recording course videos. On top of that, I also help a CPA practice on the side, so it’s been a busy season all around. The good news is that this is temporary, and I expect things to settle down over the next few weeks. In the meantime, I’m continuing to make progress whenever I can. Here’s where everything stands: ✅ Curriculum is complete ✅ Visuals are almost finished ⏳ Videos are the only major piece left As soon as the videos are done, I’ll publish the course. You have my word. Once it’s live, Phase 1 of this community will officially be complete, and I’ll begin building Phase 2—the part many of you have told me you’re most excited about. I’ll be sharing more about what Phase 2 includes in the coming weeks. I think you’re really going to enjoy what’s coming! Thank you again for your grace, patience, and support. It truly means a lot to me. Praying God’s blessings over each of you.

Create a realistic accounting problem similar to the examples shown in the lesson. Post it in the comments. Find someone else’s problem and reply with how you would solve it.

I recently connected with a bookkeeper in my area who has 30+ clients. He just hired his first two part time employees. He used to be a preacher. Now he does this full time. For my bookkeepers out there, would you want to hear from him? If so, what questions would you want me to ask him on your behalf? Comment your thoughts and questions 👇