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Bookkeeper Academy
Enrollment!
Welcome to the Academy! (1:53)
Your Roadmap to Success (2:02)
Your Accountability Checklist (2:03)
Accessing our Support Features (5:27)
Meet the Team (8:02)
Get Your Mind Right from the START (20:33)
Your Anchor Statement - with Robbin McManne (17:11)
Troubleshooting Basics for Academy Resources and Platforms (12:48)
Accessing Academy Group Zoom Calendar and Joining Links
How to Use (1:22)
Access to the Bookkeeper Academy Student Calendar
NEW: Adding our events DIRECT to Your Google Calendar
How to Set Up Your Business
How to Set Up Your Business Introduction (1:44)
Choosing Your Business Name (2:51)
Using ChatGPT to Assist in Naming Your Business (7:49)
File Your LLC: DONE FOR YOU (4:33)
Apply for an EIN (4:46)
Open Your Business Bank Account (2:36)
Do I need a website? (1:44)
Create Your Professional Email Address (5:09)
Sign Up for QBOA (3:06)
Sign Up for Intuit Payments (5:43)
Optional Service: Done for You Business Logo & Branding (1:47)
Optional Service: Building Your Online Presence: Websites & Social Media Done For You (47:34)
CHECKPOINT
Learn The Basics of Bookkeeping
What are you going to learn? (1:24)
Learn the Basics of Bookkeeping (19:19)
Financial Statements Deep Dive (21:06)
Test Your Knowledge!
Quickbooks Online (20:23)
Lesson #1 - PDF To Excel (14:53)
Lesson #2 - Downloading .QBO files and PDF statements for the credit card (2:42)
Lesson #3 - Importing in QBO (7:37)
Lesson #4 - Data Entry for Checking Account (42:10)
Lesson #5 - Data Entry for the Credit Card (24:39)
Lesson #6 - Reconciling (19:38)
Lesson #7 - Reviewing Balance Sheet & Income Statement (Profit & Loss) (29:56)
CHECKPOINT
Choose Your Marketing Methods
Creating Your Marketing Plan (2:36)
Method 1: Networking Overview (4:54)
Method 2: Social Media Overview (4:15)
Method 3: Email Marketing Overview (3:11)
Marketing Plan Next Steps (1:51)
Choose Your Primary Marketing Methods (0:45)
Method 1: Networking
Method #1- NETWORKING (0:41)
Networking for Growth: Building Your Bookkeeping Business through Powerful Connections (65:23)
Crafting a Winning Elevator Pitch for Bookkeeping Services (53:59)
Check Out How Lacy Did It - All The Tips and Tricks!
Extra Coaching On Networking (36:27)
Homework Step 1 - Find a BNI to visit and join
Homework Step 2 - After joining your referral group
Bonus Live Q&A Session 1 (54:52)
Test Your Knowledge!
Offer QBO Setup & Tutorial (5:13)
Method 2: Social Media Marketing
Method #2- SOCIAL MEDIA MARKETING (0:32)
Setting up Social Media (24:22)
Social Media Scheduling with Emily Kern (47:26)
Social Media Content -> CUSTOMIZABLE TEMPLATES FOR THE YEAR (2:53)
Social Media Content Calendar: FIRST Steps (17:14)
Social Media Content Calendar: OPTIONAL SECOND Steps (15:15)
LinkedIn Best Practices with Bill Rogers (50:35)
Generating Leads and Getting Attention on Social Media (47:31)
5 Day Promo (14:33)
4 Steps to Repeat Frequently (23:01)
Method 3: Email Marketing
Method #3- EMAIL MARKETING (0:36)
Can Spam and Compliance
Email Marketing Strategies for Bookkeepers | 03.11.2025 (42:06)
Marketing to CPA's Workshop Lesson 1 (91:38)
Marketing to CPA's Workshop Lesson 2 (93:22)
Marketing to CPA's Workshop Lesson 3 (98:52)
Marketing to CPA's Workshop Lesson 4 (124:33)
Email Templates
Letters to CPAs (21:30)
4 Email Sequence- General Business
How To Find Email Addresses For Potential Clients (6:07)
Calls With Tax Pros (7:03)
Determining Your Price and Getting Paid
Introduction (1:16)
Initial Conversation (2:36)
Policies & Pricing Flow Chart for STARTING prices (19:00)
Determine Services and Pricing (5:12)
Negotiating Value & Price (1:30)
Let's Talk About Money (24:08)
Create a Beautiful Proposal (3:48)
Send Invoice for Prepayment (2:16)
Getting Access to Your Client's Quickbooks Online (3:36)
Online Access to Business Accounts (1:31)
How to get paid from your clients - Recurring Sales Receipts (6:15)
CC vs ACH? (2:35)
E-signature software (1:59)
CHECKPOINT
Back Office Set Up
Back Office Programs - Password Protection and Client Portal (63:36)
Why use CBG? (for Quickbooks Affiliate Commission) (37:53)
Becoming a CBG Partner (7:07)
Become a Gusto Partner to Offer Payroll Services (51:41)
Insurance (16:58)
First Client Procedures
Using Moneythumb Software For Back Work (24:50)
Completing the First Month: Where to start (1:15)
Completing the Clean up and Current Month Work (16:02)
Running Financials (9:04)
Financial Statements Reviewed (4:45)
Year-end Closing Steps + Checklist Download
Step 1- Thoroughly Review the Balance Sheet (16:39)
Step 2- Thoroughly Review the Profit and Loss (7:31)
Step 3- Issuing 1099's by January 31 (9:10)
Bookkeeping Work Clean-ups: Chart of Accounts (10:27)
Bookkeeping Work: Clean-ups Part 1 (20:01)
Bookkeeping Work: Clean-ups Part 2 (24:26)
Bookkeeping Work: Clean-ups Part 3 (18:34)
CHECKPOINT
IMPORTANT - Let's take a breather!
STOP HERE AND WATCH VIDEO (0:51)
REFRESH YOUR MINDSET! (20:33)
Sales
Sell or Be Sold - Sales Training with Tiffani Part 1 (58:20)
Sell or Be Sold - Sales Training with Tiffani Part 2 (56:19)
Create Your Own Virtual Zoom Background
Discovery Call A-Z (38:50)
The Art of Listening (12:05)
Asking For Money (33:22)
Handling Objections (30:47)
Common Mistakes to Avoid (45:13)
Brrrr... The IN's & OUT's of Cold Calling (24:55)
Talking to CPA's (28:05)
Setting Boundaries with Prospects and Clients: How & When to Set Limits (41:44)
Tips for Follow-up (22:10)
Discovery Call Review: What Topics Should You Dig Into On The Call? (35:01)
Discovery Call Review: Take Control of The Conversation & Build Rapport With Your Prospect (31:28)
Discovery Call Review: Get The Client To Open Up and Get Comfortable (33:03)
Discovery Call Review: Stop Your Clients From Shopping Around (37:26)
CHECKPOINT
Mindset
Mindset Introduction with Tiffani (0:40)
Overcoming a Setback - with Robbin McManne (15:13)
Setting Boundaries - with Robbin McManne (21:30)
Persistence - with Robbin McManne (40:54)
Losing Limiting Beliefs - with Robbin McManne (54:21)
Changing BUT to AND (68:43)
The Emotional Journey of a Business Owner (3:41)
Goal Setting- The 12 Steps To Success (10:36)
How to Make a Decision For Your Life With Ease (3:49)
Quit Shoulding All Over Yourself- Balancing Parenting and Entrepreneurship (49:43)
CHECKPOINT
Quoting Your Clients With Ease
What Will You Learn? (16:11)
Download and/or Print the PDF Instructions
Set Up Your Free Account and Create the Basic Format (2:13)
Start Adding Content (4:11)
Start Adding Values (3:48)
Hidden Elements (8:14)
Slider Element (3:49)
Element Design (3:55)
Using Your Calculator (1:39)
BONUS VIDEO: Back work quoting tool (3:45)
CHECKPOINT
Group Zoom Call Recordings
HOW TO USE THIS SECTION (1:28)
March 2025 (1903:33)
April 2025 (1960:01)
May 2025 (1874:15)
June 2025 (1876:27)
July 2025 (1965:42)
CANADA
CHECKPOINT
Bill's Coaching Corner
Psychology & Bookkeeping with Kristie Lawson | 12.13.2024 (64:51)
Follow-Up Techniques to Land Clients with Bill Rogers | 12.16.2024 (58:06)
Breakthrough to Success: Overcoming Mental Barriers in Business Growth | 12.18.2024 (61:52)
Leveraging ChatGPT for Your Bookkeeping Business | 01.07.2025 (57:42)
Building Confidence in Your Expertise | 01.09.2025 (69:32)
Using a Simple CRM to Market, Manage, and Scale Your Bookkeeping Business | 01.21.2025 (71:16)
Time Management Strategies for Busy Entrepreneurs | 01.28.2025 (52:36)
Marketing Your Bookkeeping Business Beyond Social Media | 02.11.2025 (71:02)
Overcoming Common Sales Objections in Bookkeeping | 02.25.2025 (57:45)
Creating a Client Referral Program That Works | 02.27.2025 (44:36)
Power of Strategic Partnerships to Grow your Business | 03.13.2025 (58:40)
The Art of the Follow Up: Turning Prospects Into Clients | 04.01.2025 (50:02)
Pricing Your Service: Know Your Value | 04.10.2025 (56:23)
Success Starts with Your Mindset | 04.15.2025 (56:39)
Getting Out of Your Comfort Zone: Market Yourself with Confidence | 04.22.2025 (47:39)
AI for Bookkeepers: How to Grow Your Business with Smart Tools | 04.24.2025 (42:37)
Overcoming Fear & Taking Action in Your Business with Bill | 05.06.25 (59:01)
Mindset Mastery How to- Think Like a 6-Figure Bookkeeper with Bill | 06.10.25 (55:52)
From Zero Clients to a Bookkeeping Agency Your Roadmap to Success with Bill | 06.17.25 (47:57)
Overcoming Self-Sabotage in Sales Conversations with Bill | 07.08.25 (57:51)
LinkedIn 101: Profile Setup, Posting Strategy & Natural Outreach with Bill | 07.10.25 (57:28)
LinkedIn Sales Navigator for Bookkeeping Business Owners with Bill | 07.16.25 (53:05)
Summer Sales Without The Stress: Time Management for Busy Families with Bill | 07.17.25 (53:55)
Chat GPT for Bookkeepers: 10 Smart Prompts That Save Time & Stress with Bill | 07.29.25 (58:36)
Bonus Lessons / Extra Services - After You Have Multiple Clients
Tax Basics: Tax Overview (6:22)
Tax Prep and Planning / Credit for Your Business
Sales Tax Basics (73:52)
Three Methods for POS Management Part ONE and TWO (13:34)
Three Methods for POS Management Part THREE (20:30)
What a month as a bookkeeper looks like (49:35)
Manage Client’s Accounts Payable with Bill.com (61:49)
Advanced Accounting - Intro to Inventory in QBO (39:43)
Deducting the Investment (7:46)
Intro to CFO Services (49:05)
GQueues Task Management System (31:58)
How To Get Clients From REFERRALS
Payroll: Basics (46:44)
Payroll: Breakout Payroll Entries (9:02)
Payroll: Journal Entry to Reclass Owner's Distribution to Officer's Salary (3:12)
Financial Statements Reviewed Examples (2:31)
Financial Statement Reviewed: Reviewing a Client's Balance Sheet for Accuracy (4:51)
Financial Statements Reviewed: Before You Issue To Your Client (4:45)
Adding Assets and Accumulated Depreciation (5:42)
Transfers between Banking Screen Accounts (2:08)
Cash vs Accrual (3:31)
Adding Schedule L Info from the Tax Return to Your Balance Sheet (5:02)
Undeposited Funds: Dangers - Duplicating Income (2:20)
Undeposited Funds: Combining Deposits (2:28)
Partner Equity Account Setup (3:20)
Inactivating accounts from the Chart of Accounts (1:48)
How to Record Mileage Expense (4:29)
Quick Glance at Retained Earnings (1:55)
Mid-Month Credit Card Statements: How to start (4:01)
How to use a transfer clearing account (5:09)
Clients with Inventory: How to keep it simple (3:27)
QBO Bank Balance Issues: What to do when QBO balance doesn't match actual bank balance (2:35)
Paypal: Intro to PayPal Transactions (8:21)
Square: Breakout Square Deposits (4:10)
Stripe / Square: Deposits (6:23)
Amazon: Reconcile (61:27)
Creating Products or Services for your Invoices and Sales Receipts (6:06)
How to handle client co-mingling funds, owner's Contribution and Owner's Distribution (or Owner's Draw) (11:26)
Clients with Multiple Businesses that transfer money back and forth (4:31)
When a client accepts cash from their customer but never deposits it (2:20)
Recording the purchase of business assets (6:55)
Reconciliation: Clearing Out Unreconciled Transactions (2:05)
Reconciliation: How to Batch Undo Bank Reconciliations for clients (1:19)
Real Estate: Settlement Statement (8:59)
How to access Intuit Merchant Center (1:31)
Delete Transactions from the Books/Register (1:02)
CHECKPOINT
One Program To Rule Them All - Automated Onboarding+Website
Customize Your Sales Page and Membership Site CHECKLIST
Customization Option
Adding the Funnels to Your Account (3:46)
Adding A Custom Domain To ClickFunnels (6:12)
Setup Your Stripe Account (3:41)
Connecting Stripe To ClickFunnels (3:23)
Personalizing Your ClickFunnels Account (1:49)
Updating Funnel Name - Updating Category Tag - Updating Funnel URL Path (5:00)
Overview of the Sales Page (2:51)
Funnel Overview - Introduction to Page Editor - Previewing Page Edits (5:25)
Adding The Logo To The Sales Page (5:48)
Updating SEO META DATA (4:13)
Updating The Footer Details On The Sales Page (2:14)
How To Edit The Testimonial Sections How To Hide Them And How To Unhide Them (7:57)
Customizing The Sales Page - Hide Testimonial Video - Update Colors (3:32)
Supplemental - Customizing The Button On The Opt In Popup On The Sales Page (1:33)
Adding Testimonial Video To Sales Page (4:35)
Customizing The Order Form Page - Update Colors (3:53)
Cleaning Up Your Sales Funnel Page URLs (2:24)
Setting Up Monthly Payment Plans In Stripe (2:35)
Adding Products To The Order Form (7:01)
Setting Up One Time Offer Payment Plans In Stripe And Adding OTO Products To Upsell Page (7:47)
Customizing The Upsell Offer Page (4:52)
Customizing The Thank You - Order Confirmation Page (8:12)
Customizing The Monthly Call And Request A Quote Thank You Pages (4:24)
Setting Up Payment Plan In Stripe And Adding Products To Order Form for Monthly Call Page (2:34)
Customizing The Order Form for Monthly Call Page (2:53)
Customizing The Request A Quote Page (3:31)
Let's Get Your Membership Site Set Up
Customizing Your Membership Access And Membership Area Pages (5:11)
Making Sure The Buttons On Your Thank You Page Are Pointing To Your Onboarding Training Portal Login Page (2:23)
How To Make Your Own Copies Of Onboarding Materials And Update Your Training Portal With Your Contents And Links (10:45)
Bookkeeping Clients On-boarding Training Documents
Personalizing The Privacy Policy Page (3:08)
Setting Up Outgoing Transactional Emails In Your ClickFunnels Account (6:32)
Setting Up Notifications So You Know When Someone Submits A Contact Form On Your Site (5:13)
Customizing The Mailing List Thank You Page [NEW FUNNEL PAGE] (4:54)
Your Quick N Dirty Guide To Updating Fonts In ClickFunnels (3:48)
SUPPLEMENTAL - Detailed Walkthrough Page URL Paths (17:45)
IMPORTANT NOTE About Page URL Paths
SUPPLEMENTAL - How To Fix Broken Links If You Were Unable To Update Your Page URL Paths To Match The PDF (12:53)
SUPPLEMENTAL - Links You Will Need To Fix If You Were Unable To Match Your Page URL Paths Exactly
How To Preview The Onboarding Training Materials On Your Membership Portal (1:01)
Customizing The Header Navigation Links On Your Membership Portal (1:15)
SUPPLEMENTAL - How To Share Your Onboarding Portal With Clients (1:14)
SUPPLEMENTAL - Quick and Easy Correction To The Order Form for Monthly Call Page (1:02)
SUPPLEMENTAL - Setting The Domain For Your Membership Portal (1:20)
What if you need to charge sales tax to your clients?
Setting up a custom favicon (1:42)
CHECKPOINT
Tax Course
Intro (4:28)
How to Apply for a PTIN (5:48)
How to Apply for an EFIN (5:49)
Insurance (4:02)
Research Resources (5:56)
Entity Structure Introduction and Overview (43:41)
Sole Proprietorships (15:20)
Limited Liability Companies (9:01)
Partnerships (24:11)
S Corporations (17:41)
S Corp Owner Reasonable Compensation (24:06)
C Corporations (16:28)
Taxation of Entities (13:27)
Tax Deductions Overview (3:48)
Tax Deductions - In General (35:31)
Home Office Deductions (16:17)
Vehicle Deductions (24:50)
Meals and Entertainment (19:25)
Accounting Methods (7:54)
Travel Deductions (17:25)
Capitalization and Depreciation (14:42)
Special Depreciation Elections (11:53)
Qualified Business Income Deduction (23:27)
Tax Strategies and Credits Overview (1:36)
1031 Exchanges (14:11)
Augusta Loophole (5:09)
Cost Segregation (9:27)
Hiring Children (5:12)
FICA Tip Tax Credit (For Restaurant Owners) (6:04)
Research and Development (4:28)
Work Opportunity Tax Credit (3:45)
Captive Insurance (4:29)
Move to Puerto Rico (4:10)
Special Taxes Overview (0:31)
Payroll Taxes (10:38)
Sales Taxes (7:03)
Personal Property Taxes (1:57)
Unemployment Taxes (2:10)
IRS Notices (74:43)
CP162 and CP210
IRS CP259
IRS CP503
IRS CP504
IRS CP504 Response to IRS
IRS CP504 Response from IRS
IRS CP2000
IRS CP2000 Response to IRS
IRS Letter on Dependents
IRS Transcript 1099-DIV
IRS Transcript 1099-G
IRS Transcript 1099-INT
IRS Transcript - Account
Statute of Limitations (7:36)
Estimated Tax Payments (7:09)
Selling an Investment Property (6:55)
Tying Books to Tax Return (26:34)
Form 1065 Tax Workpapers
Accrual to Cash Adjustments
CHECKPOINT
Why use CBG? (for Quickbooks Affiliate Commission)
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