Introduction

Access all of the video training offered in the Bronze membership, plus a $39 live class coupon, and a monthly Q&A Happy Hour. Get more out of your membership with professional networking and peer learning. Save $10 for a limited time!

In this group training program, Silver Mentorship Members will be able to:

  • Watch all Alicia's videos at your own pace
  • Get a $39 Live Class coupon every month
  • Join a monthly Happy Hour with other Silver & Gold subscribers for live Q&A and special topics
  • Download a free PDF copy of Alicia's book
  • Get discounts on QuickBooks®-related apps and services

Items

Here is a list of the items in the subscription:

*Coupons, Happy Hour Chat, & Discussion Groups

Here are the perks that come with your Silver and Gold membership!

Course

Book: Master QuickBooks Online

Alicia's 170-page desk reference book for QuickBooks® Online. Used in her classes, she sells over 100 copies a month on amazon.com. Download your PDF directly from the author!

Digital media

QuickBooks® Online Knowledge Base

Over 9 hours of QuickBooks® Online tutorials with Alicia. Learn how to streamline your workflow and maximize the value of the software’s special features. Find answers quickly and explore new topics in our collection of bite-sized video clips.

Course

Intro to Accounting for Small Business

When you're starting a new business, Small Business Owners need to understand fundamental concepts about how to manage their financial records. We'll look at receipts, auto mileage, meals & entertainment, software, and best practices.

Course

QuickBooks® Online Fundamentals

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company's daily workflow using QuickBooks® Online. We’ll take a look at all of QuickBooks’s features, and help you determine which options you need to get the reports you want.

Course

Banking Feed and Reconciling

One of the best features in QuickBooks® Online is the ability to connect your bank accounts and credit cards. The Banking feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. We’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.

Course

Credit Cards in Business

We’ll delve into best practices about using credit cards for you own purchases, and explore the ins and outs of taking credit cards for your customer payments.

Course

Bookkeeping Tricky Situations

It’s one thing to master routine bookkeeping techniques, but it’s completely something else to use it for rare business situations. In this special QuickBooks® Online class, we’ll look at these everyday business transactions: Loans, Lines of Credit, and Bartering. We'll also explore Recurring Transactions and time-saving tips and tricks.

Course

Look What I Found!

Because Alicia works with different clients every day, she puts QBO® to the test. Because the software is constantly changing and growing, new features pop up all the time. This course peeks into QBO's nooks and crannies to introduce you to handy tools to solve your pain points!

Course

Projects, Progress Invoicing, Job Costing

When you work in the trades, QuickBooks® can be daunting. In this class specific to construction and other service-related businesses, we’ll cover Estimates, Progress Invoicing, Change Orders, taking Deposits, receiving partial Payments, and Job Costing.

Course

QBO Products, Services, & Inventory

Set up a list of the services you provide and/or the products you sell. Add them to your Invoices and Sales Receipts to show customers what they paid for. Manage Inventory. Run reports to find out your best-selling products and services that make you the most money.

Course

Items & Inventory for QB Desktop

Set up a list of the services you provide and/or the products you sell. Add them to your Invoices and Sales Receipts to show customers what they paid for. Buy the products and manage Inventory so you know your profit. Run reports to find out your best-selling products and services that make you the most money.

Course

Mobile App for QuickBooks® Online

QuickBooks® Online is used on a smartphone or tablet while you’re in the field providing services to clients, or out of the office. This Mobile App has features the website doesn’t! The more you can do on the fly, the less you have to when you get back!

Course

Year-End Cleanup for Tax Time

Tax time approaches! We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. Who are your best customers? What are your best sellers? Who owes you money, and who do you owe? We’ll customize your reports and memorize your favorites for future use.

Course

The 1099 Wizard in QBO®

1099s are due by January 31. Here's how to use QuickBooks® Online's 1099 Wizard to send 1099s to your Contractors. Automatically gather their W9 info, specify who gets 1099s, and QBO will figure out who qualifies. Send their 1099s by email, snail mail printed copies, and submit to the IRS with just a few clicks!

Course

QuickBooks® Desktop for PC

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks® on your PC. We’ll take a broad look at all of QuickBooks’s features and help you determine which ones you need to manage your business on a daily basis.

Course

QB® for Churches and Non-Profits

This class is essentially the same as QuickBooks® for Desktop, but the participants that day were all from Non-Profits and Churches, so the questions and conversation is specific to those business structures.

Course

QuickBooks® for Mac

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks® on your Mac. We’ll take a broad look at all of QuickBooks® for Mac’s features and help you determine which ones you need to manage your business on a daily basis.

Course

Quicken for Personal Finance

Quicken® is personal financial management software. Not only is it a digital checkbook, it can help you monitor your investments as well. Get the big picture of your financial health, and have all the deductions at your fingertips come tax time.

Course

Excel in 3 Hours Flat

Learn Excel in 3 Hours Flat! Crunching numbers in a spreadsheet is only daunting until you know what you’re doing. Our class teaches you the essentials of not just beginning-level Excel, but some of the more advanced features that are essential to working with your numbers.

Course

Excel Intermediate

Learn more tools to help you analyze your numbers for solid business decisions. We'll create pivot tables. We’ll demystify a dozen handy formulas: vlookup, date, text and logic formulas. We’ll sort and filter data tables, name ranges for easy understanding, and protect worksheets to keep them perfect.

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