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 💪

What are you struggling with in your bookkeeping business/career currently? Post it here and get feedback from others.

QuickBooks is a common tool, but it’s not the only one finance professionals use. Tell us about which tools you use the most and the difficulty you had in learning them👇

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.

“Trust in the Lord with all your heart and lean not on your own understanding;” ‭‭ https://bible.com/bible/111/pro.3.5.NIV