July 31, 2021

QuickBooks Online Bank Feed Rules

Join us for a deep dive into QuickBooks Online Bank Feed Rules.
July 29, 2021

QuickBooks Online Bank Feed Rules

Join us each week as we help answer questions from the QB Community Live Facebook Group.
July 24, 2021

How to Tackle a Growing Backlog of Tasks

If you are like me, you struggle with an ever growing list of follow up tasks and action items. I have tried using numerous different task management applications, I have tried calendar blocking, I even tried wishing on a star. During this week’s session we are joined by Kristen Nies Ciraldo and Richard Roberts-Roppa we discuss the root causes of procrastination and how to tackle a growing backlog of tasks.
July 19, 2021

The Importance of Setting Client Expectations

During this week’s episode, Jan Breuls-Dorang joins us to discuss the importance of setting client expectations. Jan will share with us how she establishes proper boundaries at the beginning of the relationship and how she manages their expectations. This session is packed full of valuable information no matter how far into the journey you may already be.
July 15, 2021

The Importance of Setting Client Boundaries & Expectations

This week I am excited to have Jan Breuls-Dorang join us for Weekly Sessions in QB Community Live! I believe this weeks topic will be one that everyone can relate with! The importance of setting client boundaries and expectations!
July 10, 2021

Documenting Your Workflow using Scribe

During this week’s episode Tonya Schulte joins us to review a new application called Scribe that helps her capture the different steps of her workflow. Matthew Fulton talks about the CalSavers program which requires California business owners to establish retirement accounts for their employees.
July 9, 2021

Make QuickBooks Match Your Tax Return

During this week’s show Brian Hershman of BSH Accounting explains how to make QuickBooks match your tax return. Brian talks about the new “prep for tax” feature built in QuickBooks Online.
July 8, 2021

Weekly Sessions by QB Community Live!

Join us Every Thursday for our Weekly Live Q&A Session. Each week we feature a different co-host that helps us answers questions from the Facebook group QB Community Live
July 1, 2021

Weekly Sessions Featuring Brian Hershman

A vital part of any company rebuild is handling the initial book to tax adjustments. During this weeks show, Brian Hershman will share how to make these adjustments and why they are so important.