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Memberships

IAM T&A University (Pro)

9 members • $47/m

The Virtual Bookkeeping Series

61.5k members • Free

IAM T&A University (Free)

218 members • Free

5 contributions to IAM T&A University (Free)
Let’s Connect
Hey everyone! We’ve got over 200 members here, which is amazing! Let’s get to know each other better. Drop these in the comments: 1️⃣ Where you’re located 2️⃣ What area you focus on (tax prep, bookkeeping, CFO services, etc.) 3️⃣ A fun fact about you outside of work 👉 Bonus: reply to at least 2 other intros so we can all connect!
Let’s Connect
1 like • 2d
@Ibrahim Mohammed Im In
0 likes • 2d
@Ibrahim Mohammed timezone?
Elite ProAdvisor???
I'm so close to being an Elite ProAdvisor! How are y'all stacking up???
Elite ProAdvisor???
0 likes • 2d
💪
Tool Talk Thursday
Let’s talk tools! What’s ONE app, software, or tool you couldn’t live without in your work? 👉 Drop it below and let’s build a community “must-have” list together.
1 like • 2d
I want to say AI as well, but I only know ChatGPT
Action Step for Accountants & Bookkeepers 🚀
If you’re struggling to get consistent quality leads, try this simple framework today: Step 1 – Niche Your Message Pick ONE audience you want to serve (contractors, real estate agents, salon owners, etc). Leads multiply when your messaging is specific. Step 2 – AI Content Shortcut Use ChatGPT to create a “Top 3 Tax Mistakes [Your Niche] Makes” post. Don’t overthink it — just pick a niche, ask AI to generate the bullet points, then rewrite in your voice. Step 3 – Call-to-Action At the end of the post, add: 👉 “If you want me to review your books/taxes for hidden savings, DM me ‘Review.’” Step 4 – Post It Everywhere Drop it on LinkedIn, Facebook, IG — and inside niche Facebook groups. Consistency wins. 🔥 Bonus: Track which platform gives you the most engagement, then double down there. 👉 Challenge for this week: Create ONE niche-specific post using AI, share it, and drop the link back here so we can all support each other.
3 likes • Aug 20
I’m just now learning fundamentals. I anticipate in the next 30 days!
2 likes • Aug 20
So what I did was solidified basically everything you mentioned on paper… it’s ready to execute. Learning the bookkeeping is the last task… are you suggesting I “launch” and start my content plan all while learning and gaining my certs? Becasueeeee I definitely can do that 😀
Let’s Get to Know Each Other!
Welcome to the community! We’d love to learn more about you: 1. What’s your name and where are you from? 2. Are you an aspiring entrepreneur, W-2 employee, bookkeeper, tax preparer, or accountant? 3. What’s one goal you’re hoping to get from this community? Can’t wait to meet you all!
Let’s Get to Know Each Other!
2 likes • Aug 20
Morgan - from TN - retired military, SAHM. I desire to retire my husband and create wealth for my family while creating something of my own. I’m in the process of building a virtual bookkeeping business. I have no prior background in this industry, I’m a medic and program analyst by trade… the traditional work life did not do my PTSD well…. I’m looking for my “tribe” to learn and grow with!
1-5 of 5
Morgan Houston
2
3points to level up
@morgan-houston-8010
Retired Airforce Medic - SAHMomprenuer 💪🏽

Active 5h ago
Joined Aug 20, 2025
Memphis, TN
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