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Year End for Bookkeepers

Finish strong.

Year-end means extra work for bookkeepersā€”let me help make it easier.

Browse my year-end offers or bundle them all!

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All offers below are 25% off through December 10, 2024.

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Use code 2024 at checkout.

 
TheĀ Year-End Workshop Collection

Stand Alone Offers

Year End Workshop for Bookkeepers

This 2 hour on demand workshop will cover what to review at year end for your bookkeeping clients, and includes a Google Sheet template to keep organized & save you time as well as other surprise bonus resources.Karen Bahn, CPA will co-host. Karen is a CPA with almost 10 years of private and public accounting experience, working primarily with individuals, their businesses, and their families in the private wealth arena. Karen speaks more deeply on the tax issues and Karen and I discuss how to communicate with the client's CPA to ensure the client is well served!

$197.00 USD

Cashflow Catalyst Masterclass

Boost your bookkeeping business income by expanding beyond just monthly client offers. This on demand workshop is an incredible creative brainstorming session for how to inject sales into your business in creative ways.

$197.00 USD

Intention Setting & Calendar Planning Workshop

This 75 minute on demand workshop will help you get clear on what you want this year, implement a calendar system that works for you to protect your time and vision, and block more time with mindfulness so your business doesn't detract from your life goals. This was recorded at the beginning of the 2023 but is good any time you want to gain more intention with your calendar.  

$47.00 USD

1099 Education for Clients Workshop

This live 30 minute workshop will help you educate your clients on how to avoid or self file 1099s. If this is not feasible for your clients, we will also discuss how to offer it as a paid service, separate from your bookkeeping, without skirting the issue. Includes my Canva slides and speaker notes for a recording I made for my clients that you are free to swipe, edit, and record as your own for informational purposes only. You may not resell these resources but may use them to educate your clients.

$197.00 USD

BOI Education for Clients Workshop

This live 30 minute workshop will help you understand BOI reporting and how to educate your clients on their responsibility without doing the preparation for them. Includes my Canva slides and speaker notes for a recording I made for my clients that you are free to swipe, edit, and record as your own for informational purposes only. You may not resell these resources but may use them to educate your clients.

$197.00 USD

Bundle them all and save

The Ultimate Workshop Bundle

Get all 5 workshops from the Year-End series for 25% off. These workshops total $835, grab all of them today for just $625!

$625.00 USD