The Expert Accounting Firm Launch 3 Installment - CFO Training Program

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Take a peek inside The Expert Accounting Firm Launch training program...

Module 1: Accounting Business Basics

In this module, we discuss all the administrative things you need to do to get your bookkeeping business launched. We discuss: legal business entity types, insurance coverage you should consider, applying for your EIN, setting up your business bank, setting up your own Quickbooks online account, setting up your merchant account within QuickBooks to accept credit cards & ACH payments, and much more. We also discuss the general types of technology you will need to start an efficient profitable bookkeeping business.

Module 2: Accounting Bootcamp

Although individuals that sign up for this course should have a background or experience in accounting, this module does a deep dive into the debits and credits of accounting for anyone that needs to sharpen their pencil and brush up on the fundamentals of accounting.

Module 3: QuickBooks Online Bootcamp

Over 90% of small businesses in the United States use QuickBooks online as their preferred accounting software. This module goes into the mechanics of using QuickBooks online to do bookkeeping for your clients. QuickBooks is by far the most popular bookkeeping software used in the marketplace. After this module, you will be an expert user of QuickBooks and will even be ready to become QuickBooks Pro Certified if you choose to do so.

Module 4: Income Tax Bootcamp

This is one of our most in-depth modules and literally teaches you everything you need to know to file both individual and business income tax returns. This module is comprised of the following tax courses: Comprehensive Tax Course, Advanced I Tax, Advanced II Tax, Small Business I Tax and Small Business II Tax. Even if you have never filed a single tax return, this module will providing you with the training and experience to competently provide income tax preparation services. At the end of the course, upon successfully completing the exam, you will obtain the Chartered Tax Professional Certification.

Module 5: Accounting Services Deep Dive

With this module we discuss in detail each service (bookkeeping, full-cycle accounting, payroll, HR & people services, A/P and A/R automation and tax planning strategies) you can offer and go over why is the service needed, who is a good prospect, how do you market the service and how do you price the service for maximum profitability. After reviewing this module, you should be well versed in the services you will be offering your end clients.

Module 6: Jump Start Marketing

With this module, we immediately set you up with customized marketing materials and introduce you to our jump start marketing plan so that you can begin implementing and working on our proven marketing methods while you move through the training. This ensures you will get a client in the first 30 to 45 days that is in need of full service accounting services.