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Coaching & Training Services
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Accounting, Bookkeeping & Tax Coaching – Unlock Your Business’s Full Potential and Achieve Success!
Professional Coaching for Accountants & Bookkeepers
Are you:
- A new accountant or bookkeeper with questions about real-world processes?
- An international accountant looking to work with U.S. clients?
- A recent graduate finding client work different from classroom learning?
- Interested in starting a career in accounting without a four-year degree?
If so, our coaching services are designed for you.
What We Offer:
- Hands-On Virtual Training tailored to your needs
- Flexible Plans: Hourly blocks or 6-month/1-year plans with monthly installments
- Ongoing Support: Phone support five days a week
Contact us today to learn more or schedule an appointment to discuss your goals.
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Tax Preparation Coaching
Our Tax Preparer Training is designed to equip you with the knowledge and skills needed to prepare individual and small business tax returns with confidence and accuracy.
What We Offer:
- Comprehensive Tax Training: Learn federal and state tax laws, deductions, credits, and tax preparation techniques.
- Real-World Application: Hands-on training with real-life tax scenarios to prepare you for client interactions.
- Flexible Learning Options: Choose from virtual classes, self-paced modules, or live instructor-led sessions.
- Certification Preparation: Get ready to meet the IRS requirements and become a registered tax preparer.
- Ongoing Support: Access mentorship and support even after completing the course.
Who Should Enroll?
- Aspiring tax professionals looking to start a new career
- Bookkeepers and accountants expanding their service offerings
- Entrepreneurs seeking to add tax preparation to their business portfolio
Software Training
QuickBooks Online
Dubsado Project MGR
QuickBooks Online
Whether you need help preparing for your QuickBooks online Proadvisor Certification or would like to take your business to the next financial level.
Learning QuickBooks Online is a great way to arm your or your client's business with the financial tools needed to make critical decisions.
We can also train you are QuickBooks Desktop, if desired.
Tax Software
Dubsado Project MGR
QuickBooks Online
Are you an accountant looking to learn a tax software?
We can train you on a few different tax software platforms; however, we recommend Drake Tax Software.
Other Tax Software for training:
Proconnect
Dubsado Project MGR
Dubsado Project MGR
Dubsado Project MGR
Dubsado is trendy new yet affordable software platform that is versitle to use.
It can be used as a project management software and CRM. It allows invoicing, budgeting, online calendar, client portal and much more!
This is a great tool to put in your aresenial as an accountant or small business owner.
COUNT THE PENNY – Expert coaching & training for accountants
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Got an IRS Notice or Looking to Reduce Your Tax Liability?
Don’t stress—we’re here to help! Whether you’ve received an IRS notice or you’re simply looking for smart ways to reduce your tax liability this year, we’ve got solutions tailored to your needs.
Book your appointment now