Course curriculum

  • 1

    Setting Up Your Business Checklist

    • Adam Syvock's "Setting Up Your Business Checklist" Download

    • Client Onboarding

    • Word Document of Client Onboarding

  • 2

    AbacusNext Office Tools for Accountants

    • Office Tools Cloud

    • Office Tools Workspace

    • Office Tools: The Ultimate Practice Management Software

  • 3

    Botkeeper

    • Botkeeper - The Future of Bookkeeping

  • 4

    Collbox

    • Collbox - Debt Collection at the Push of a Button

  • 5

    Dope CFO Cannabis and CBD Accouning and Tax Training

    • Cannabis and CBD Accounting Training

  • 6

    Gusto Payroll

    • Gusto

    • Contact Gusto for more information and special deals for you and your clients

  • 7

    IGNITE Practice Management

    • Ignite Practice Management

    • Building the Premier Accounting Firm - Ignite with Mark Lloydbottom

  • 8

    Knowify Construction Management Software

    • Get to know Knowify for your clients

  • 9

    Liscio: The all-in-one customer experience platform to run your front office remotely.

    • Liscio: The all-in-one customer experience platform to run your front office remotely.

    • What to Do When Clients TEXT You

    • Liscio Newsletter

    • Help your clients be more successful

  • 10

    Patriot Accounting Software

    • Roger and Scott Nelson discuss Patriot Accounting Software

  • 11

    Patriot Payroll

    • Roger Knecht and Scott Nelson discuss Patriot Payroll

    • How easy is it to run a payroll with Patriot?

  • 12

    Pixie Workflow, Processes and Organization

    • Roger and Jordan discuss Pixie Workflow

    • Walk through Pixie with Roger and Jordan

    • Discover how to onboard your new clients in less time and with less stress

    • USA Onboarding Workflow Guide

  • 13

    Proadvisor Marketing

    • Meet Kristen Corey, An Online Marketer With An Accounting Background

    • ProAdvisor Marketing

  • 14

    Vertical IQ

    • Vertical IQ CPA Overview

    • Vertical IQ with Roger Knecht and Bobby Martin CEO & Co-Founder