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 Mentorship 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 Mentorship for Tax Pros

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Duration: 6 months

Cost: $2,999

Discount: $500 for attendees who have taken the Bookkeeping Basics Course

Includes:

  • All benefits of Bookkeeping 101 for Pros

  • Monthly one-on-one sessions for personalized guidance

  • In-depth training on client processes and ongoing support

  • Monthly group coaching sessions

  • Ideal for those serious about growing their bookkeeping business and providing top-notch service to clients

  • Extensive support and hands-on guidance to elevate your bookkeeping skills

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:

  • Phase 1: 8-Week Extensive Training

    • Integration of Bookkeeping and Tax Mentorship

    • Weekly Group Business Training Sessions

    • Two Monthly 1-on-1 Coaching Sessions

    •  2 full 30-day cycles of bookkeeping tasks

    • Virtual or In-person Training Options (Georgia)

  • Phase 2: Ongoing Application and Support (Months 3-6)

    • Continued Support for 4 Additional Months Post-Training

    • 2 Monthly 1-on-1 Coaching Sessions

    • Biweekly Group Support Sessions

  • 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 (EST)

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

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