Welcome to Our Exclusive Bookkeeping Mentorship Program!

The Exclusive Bookkeeping Mentorship For Tax Pros & Business Coaches: Offer Bookkeeping Services and Increase Your Income!!

Seeking 10 committed mentees, in each track to revolutionize their business, boost appeal to financiers, and master daily financial oversight.

Get ready for an immersive experience, available both virtually and in person in Lawrenceville, GA.

Bookkeeping 101 for Tax Pros & Business Coaches

Ready to make a change? Let’s do this✌🏾
Spaces are limited. Register NOW.

Sign Up for Our Course

Bookkeeping 101 for Tax Pros

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Duration: 4 weeks

Cost: $1,000

Includes:

  • Comprehensive bookkeeping training

  • On-boarding Procedures

  • Access to a dedicated Facebook group for Q&A

  • Perfect for those new to bookkeeping or looking to refine their skills

  • An opportunity to see if offering bookkeeping services is the right fit for you

  • Gain a strong foundation in bookkeeping principles and practices

  • Weekly Group Zoom Sessions

Why Choose Our Bookkeeping Mentorship?

  • Expert Guidance: Learn from Michelle A. Wilson, EA, MSA, a Seasoned Accountant & Tax Professional.

  • Comprehensive Curriculum: Covers Bookkeeping, Payroll, Business Advising and Much More for Entrepreneurs and Pros.

  • Professional Growth & Confidence Building: Unlock personal growth: build confidence, make informed decisions, and navigate business challenges with ease.

  • Network & Engage: Engage with a supportive community of entrepreneurs for collaboration and growth.

Program Highlights for Pros - What You'll Learn

Our Program teaches the ABC's of Bookkeeping using QuickBooks, covering topics such as:

  • 4 to 8 Week Extensive Training

    • Integration of Bookkeeping and Tax Mentorship

    • Weekly Group Business Training Sessions

    •  1-2 full 30-day cycles of bookkeeping tasks

    • Virtual or In-person Training Options (Georgia)

    • Continued Support for 2 Additional Months Post-Training

  • Bookkeeping and Payroll Fundamentals

    • Understanding Key Concepts: Debits, Credits, Cash Basis vs. Accrual Basis

    •  Categorization and Chart of Accounts Setup

    •   Comprehensive Onboarding: Procedures for Clients With and Without Payroll

  • Client Management

    • Invoicing and Billing Clients/Vendors

    • Efficient Client Intake and Communication Software

    • Customizing Invoices with QuickBooks Templates

  • Financial Transactions

    • Utilizing QuickBooks Payments for Streamlined Transactions

    • Detailed Reporting and Due Diligence Processes

  • Tax and Legal Structure Essentials

    • Business Tax Fundamentals

    • Choosing Between LLC vs. LLC Taxed as S-Corp

    • Pricing Models

  • Community and Ongoing Support

    • Exclusive Access to a Supportive Facebook Group

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Program Sessions

Virtual Sessions

3:00 PM - 5:00 PM Eastern Time

Wednesdays and Thursdays

OR

In-Person Trainings

3:00 PM - 5:00 PM Eastern Time

Wednesdays and Thursdays

Available in Lawrenceville, Georgia.

Each in-person session requires a minimum of 4 or more students to be held.

Ensure your spot by signing up today!!

** For virtual classes, if fewer than four participants enroll, the frequency of group meetups or one-on-one sessions may be reduced.

Bookkeeping 101 for Tax Pros
Ready to make a change? Let’s do this✌🏾
Spaces are limited. Register NOW.

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