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PROFIT ProduHERs™️
Welcome
Welcome to Profit ProduHERs™️ (1:55)
What To Expect (2:02)
Week 1 - First Income Stream - Bookkeeping Services
Role of the Bookkeeper (3:21)
Type of Accounts (4:31)
Debits & Credits (7:17)
Permanent Accounts vs Temporary Accounts (5:35)
Week 2 - First Income Stream - Bookkeeping Services II
Accrual vs Cash Basis (2:52)
Chart of Accounts (COA) (1:12)
3 Main Reports (2:05)
Week 3 - Getting the Job Done - Bookkeeping Software
Getting Started With QBOA (20:49)
Creating Customers in QB (42:18)
Managing Vendors (10:57)
Receipt Management (5:09)
Week 4 - Getting the Job Done - Bookkeeping Software Part II
Categorizing Transactions (45:41)
Reconciling a Banking Account (22:15)
Creating Budgets (24:05)
Running Reports (12:38)
Week 5 - Second Income Stream - Income Tax Services
Tax Deductions vs Tax Credits (2:12)
Standard Deductions vs Schedule A (0:53)
Estimated Taxes (1:27)
Depreciation (0:48)
Schedule C (0:55)
Week 6 - Services that Profit
Services to Offer (1:26)
Services to Offer - Part II (1:17)
Pricing for Profits (29:23)
Setting up Acuity Scheduling (43:59)
Conducting a Discovery Call That Converts (1:39)
Week 7 - Clients that Profits
Client Contracts (2:04)
Welcome Kit (0:59)
Conducting Onboarding Calls (1:39)
Conducting Monthly Calls w/ Clients (1:28)
Transitioning a Client (1:02)
Week 8 - Firms that Profit - Internal Firm Management
Setting up a Client Portal (0:51)
Calculating Client Capacity (1:11)
Standardizing Your Firm (1:05)
Week 9 - Third Income Stream - Digital Products that Profits
Digital Products (0:30)
Creating Digital Products (1:31)
Bonus!
Fourth Income Stream
What's Next
Farewell
Chart of Accounts (COA)
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