Welcome! Start Here.
Intro to the course and other housekeeping info.
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Accounting Fundamentals
The WHY behind the how.
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QuickBooks Tips & Tricks
Practical shortcuts and workflows to move faster and avoid common mistakes.
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Excel & tech stack
Excel tricks, plus tools like Ramp, QuickBooks alternatives, and AI tools like Claude and ChatGPT for KPIs and reporting.
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Unlock for $49
1:1 Coaching Session
If you'd like to have a personal coaching session with me, I'd be happy to chat through your questions and specific client questions
Intro pricing of $49/call while the community is growing. Rates will increase soon.
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Month End Close
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Special Topics: Trust Accounting
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Special Topics: Job Costing & Projects
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Financial Analysis & KPIs
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Wellness (Mental & Physical) for Bookkeepers
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Special Topics: Tax Fundamentals
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Special Topics: Short Term Rentals
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Year-End Reviews & 1099s
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Additional Resources
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Private Course
Q&A - Ask anything!
Post your questions here, answers become new lessons over time.
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