The Bookkeeper Blueprint Fast Start Course Podcast

Here we talk with the coaches about whether the ProAdvisor certification is necessary. While not necessary to run your business, it can give you an edge in marketing and growth.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we go through some best practices to establish your FB presence.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we learn from the best of the best, Cameron Montgomery on how to choose a six figure niche. We fully endorse his program and we have seen huge success with our group going through his methods to grow.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

This was a webinar we did on how to use LinkedIn like a pro to market and grow your business.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Wrapping up the month can be a breeze! Join Megan as she shows you how to pull month-end reports in QuickBooks Online.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Bookkeeping for a whole year sounds overwhelming, right? Sherry guides you through a year's bookkeeping in QuickBooks Online.Note this is NOT designed to be a tutorial or a how to. It is designed to show you how quickly you could do a full year of bookkeeping for a client. Note due to editing limitations some places where little button clicks by the instructor were skipped in the editing process.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Learn the workflow, systems, and tools for a successful virtual bookkeeping practice, without starting from scratch, and achieve it in less time than most bookkeepers think possible.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

When closing out the books for the year, here are some helpful tips to working though the checklist and making sure nothing gets missed.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

This is a high level view comparison on the tax implications of becoming an S Corp  or S Corp. Staying a sole proprietor. So this is if you're a single member, LLC, looking and evaluating the tax strategy between an S corporation or an LLCA sole proprietorship or just a sole proprietor non LLC. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we join Merril Taylor, CPA for a discussion about 1099s and what do do with several scenarios.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Merrill Taylor, CPA has gifted you access to his online course Tax Tutor as a gift for choosing to strengthen your skills as a bookkeeper evidenced by joining The Bookkeeper Blueprint.EXCLUSIVE Training With Merrill Taylor, CPA:​What type of entity will help you save the most in taxes?​What deductions can you take as an entreprenuer to save money on taxes?​What strategies are available to decrease the tax you pay?You can register here: https://www.7percentclub.com/sign-up-156340063Here's what you'll see inside: I. IntroductionOverview of the importance of understanding tax strategies for entrepreneurs.II. Entity StructureEntity Introduction and OverviewSole ProprietorshipsLimited Liability Companies (LLCs)PartnershipsS CorporationsOwner Reasonable CompensationC CorporationsTaxation of Entities - ExamplesIII. Tax DeductionsOverview of Tax DeductionsGeneral Tax DeductionsHome Office DeductionsVehicle DeductionsMeals and Entertainment DeductionsAccounting MethodsTravel DeductionsCapitalization and DepreciationSpecial Depreciation ElectionsQualified Business Income DeductionIV. Tax Strategies & CreditsIntroduction to Tax Strategies and Credits1031 ExchangesAugusta LoopholeCost SegregationHiring ChildrenFICA Tip Tax Credit (For Restaurant Owners)Research and Development Tax CreditWork Opportunity Tax CreditCaptive InsuranceRelocation to Puerto RicoV. Special Business TaxesOverview of Special Business TaxesPayroll TaxesSales TaxesPersonal Property TaxesUnemployment TaxesVI. Special TopicsEstimated Tax PaymentsStatute of LimitationsSelling an Investment PropertyThis podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we introduce the concept of financial coaching, whether you should offer it and what onboarding looks like. This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we introduce the concept of adding advisory services to your offereings. It likely isn't what you think or what you have seen from various guru ads. We also discuss how to use the tools to save you time and make you more profitable.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we cover all the details of lead generation for your specific audience.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we cover how to arrange and execute your marketing strategy specifically to your target audience.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we cover the ways you can get to know your niche and learn your target market.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

This covers the sometimes confusing area of quoting and packaging services. Some clients have many additional needs beyond simple bookkeeping.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here are some useful strategy tips from Abbey to get you on the right track for work-life balance with bookkeeping.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is a quick overview of the tech stack we recommend. Sometimes these change, so the best way to find out what is current is to ask in the support group.

Here is how to add and manage customers in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is how to setup products and services for yourself and for clients in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is how to have QBO automatically email month end reports to your clients.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we show how to create custom management reports for clients in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we cover how to close the books in QBO so changes aren't accidentally made for prior periods.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is how to pull an A/P Aging report in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is how to pull an A/R Aging report in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is how to pull a cashflow statement from QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is a quick way to pull a balance sheet report from QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is how to run a profit and loss statement in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is how to save and update monthly reports in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we show how to run custom reports to present the data from tags.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we show you how to use tags to track more details in QBO for report metrics.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we cover the basics of the Cashflow Planner in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we cover the basics of how to customize reports in QBO for your clients and how to add them to management reports.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we give an overview of setting up progress invoicing (or partial invoicing) of clients.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

This is an overview of how to set up recurring invoices for yourself or clients in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we briefly cover creating, sending and converting estimates into invoices in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we cover how to use one time payment links in QBO and when to and not to use them.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is a quick overview of using payments in QBO.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we cover how to set up payments in Quickbooks for both yourself and for clients.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we demonstrate how to complete a bank deposit in Quickbooks Online.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we give an overview of payments to invoices, which are also payments to deposit in Quickbooks Online.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

This is a quick overview of invoice creation and statements in Quickbooks Online.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here we show you how to set up a new customer in Quickbooks Online.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is a quick overview of new client setup with important considerations.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is an overview of how to adjust your client's books for cash basis.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

This quick overview shows how the Chart of Accounts works in Quickbooks Online.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

This quick overview shows how to use custom fields for your clients unique requirements.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business! 

Here is how to configure advanced settings for yourself and your clients in Quickbooks Online.This podcast is designed to provide valuable insights and strategies for bookkeepers, but for a deeper dive, be sure to log in to our course. Inside the course, you’ll find visual guides, step-by-step tutorials, exclusive bonuses, and resources that aren’t available here on the podcast. Don’t miss out on all the tools and support you need to build and grow your bookkeeping business!