LEARN HOW TO USE SPREADSHEETS TO HELP YOUR CLIENTS KEEP THEIR ACCOUNTING RECORDS EASILY & FINALLY HAVE EVERYTHING THEY NEED FOR TAXES!
... Whether you are a bookkeeper looking for an easier way to work with clients, or a tax professional looking to help clients keep their accounting records during the year - our systems can help you!
You Will Learn....
01.
How the right accounting & tax spreadsheet templates simplify...
Our accounting & tax templates allow for you to work collaboratively with clients - exactly what small business clients need. They need to understand their accounting and our systems will allow you to help them best.
02.
Processes for setting up clients in spreadsheets and how to work with them
Business owners want your help and you want to give it, but having the right processes to take your clients through is critical for a smooth outcome. Part of your job is teaching your clients, and we have it all laid out for you...
03.
Helping them save the most money on their taxes... and achieve financial goals and business vision
This is what everyone wants; saving money, right? Of course. But actually, what most business owners care about is freedom and success. And you want to help, right? You just need a formula to finally be able to do so. Instead of feeling frustrated by your clients!
Amanda Russell
MSA, MBA, EA
Worked at 2 of the "Big 4" public accounting firms, PWC & KPMG,
Taught through University of Hawaii Community Colleges and Southern New Hampshire University.
I also created online content for Intuit TurboTax and was a SCORE (SBA) Business Mentor.
ABOUT THE INSTRUCTOR
Throughout working in the business accounting, tax and finance industries, I saw that small business owners were hugely underserved!
Most struggle, searching online or through IRS audits, trying to figure out exactly what they are supposed to be doing for their accounting and taxes, how to get setup right and save money...
Solo/small business owners are in a unique business situation, doing most things themselves; they need to be empowered with context, answers to their questions, checklists & templates so that they can make decisions and complete simple tasks themselves - while actually understanding their business finances and decisions!
I'm the host of the Business Finance Coach on YouTube and the Master Your Accounting & Taxes Program. I have a Masters' in Accounting, an MBA and EA.
Now, we are taking the MYAT program and re-purposing it so that you can use it to help your clients! Whether you are a bookkeeper looking to work with clients more smoothly or you are a tax professional wanting to help clients keep records during the year, our spreadsheet templates and training are the perfect tool to help you grow your business!