A few too-good-to-miss free resources have come through my inbox and socials recently, and I wanted to make sure to share the goodness with y’all.
Velocity 2025 – Virtual Annual Planning Retreat by Justine Lackey
🗓️ Date: Tuesday, January 10th
⏲️ Time: 12:30-4 pm EST
What’s the disconnect between dreaming big and actually making it happen?
✨ You need a clearly articulated vision.
✨ You need to map that vision to projects and/or milestones.
✨ You need a system to move you from idea to impact
Velocity is an annual planning virtual retreat for bookkeepers and accountants who are SO DONE with task overwhelm, to-do list drama, and missing their goals every single year.
This event is all about:
🎯 Getting clear on what YOU want for your business and life.
🛠 Building your roadmap to success.
🔥 Equipping you with the tools to take off like a 🚀 rocket 🚀 in 2025.
Register here —> https://courses.justinelackey.com/a/2148017506/HzFZhEhu
Justine is a dear friend and endlessly supportive, and I know we have a lot of members of her “The Nest” program in our ‘Ask a CPA’ group who have amazing things to say about her quality as an educator.
Paid Diagnostic Reviews: Unlocking Profitable QBO Cleanups by Veronica Wasek
🗓️ Date: Tuesday, January 21st
⏲️ Time: 2:30 pm EST | 1:30 pm CST | 12:30 pm MST | 11:30 am PST
Kick off 2025 with a fresh approach to profitable cleanups! In this webinar, Veronica will share her step-by-step process for conducting paid diagnostic reviews. Explore how to assess your clients’ QBO books, get paid for your time and position yourself as the expert for cleanup services. You’ll learn:
- How to get paid for diagnostic reviews
- A proven framework for reviewing QBO books
- Pricing strategies to ensure profitability
- Tips to position and sell cleanup services
Register here —> https://www.bigmarker.com/veronica-wasek/Paid-Diagnostic-Reviews-Unlocking-Profitable-QBO-Cleanups?ref=f5fcbf
This is the process we use internally for doing diagnostic reviews as well that I learned directly from Veronica many years ago.
(And yeah, that’s a photo up top of the two of us showing off our Top 10 ProAdvisor awards together last year! She loves dancing as much as I do and is my favorite accounting conference “dance buddy”.)
Building a Healthier & Happier Tax Season by Randy Crabtree
🗓️ Date: Wednesday, Jan. 22, 2024
⏲️ Time: 1:00 PM – 2:00 PM ET
Insightful and practical session focused on strategies for managing stress, improving work-life balance, and maintaining mental and physical well-being during tax season. You’ll learn practical tips for time management, effective communication with clients, and maintaining focus and energy. Randy will share actionable tools to enhance productivity, reduce burnout, and foster a more positive, enjoyable tax season.
Register here —> https://web.cvent.com/hub/events/a35962db-54fd-4820-9d93-4e736ba0ce09/landing
Randy is one of the most inspiring, kind people in the industry, and works tirelessly to promote the idea that accounting can be a sustainable career choice. He runs my favorite conference, Bridging the Gap (early-bird registration only $799 through 1/31) and I’ll be a guest on his Unique CPA Podcast next month!
I Got 1099 Problems But a Workflow Ain’t One on QB Power Hour
🎥 Recorded, watch anytime!
Dan DeLong invited me to join Rich Kane and Matthew Fulton to chat about 1099 tips and tricks, as well as ways to make 1099s a part of your monthly client services.
Catch the recording here —> 1.07.25 – I Got 1099 Problems
The session came with a special offer to join ‘Ask a CPA’ for 30% off the first 3 months with discount code QBPH30 so you can enjoy the recording of our recent, fabulous Q&A session on 1099s with payment method expert Jennifer Dymond!
Speaking of discount codes, the first 99 new subscribers to apply code DANCING1099 will get an extra 10.99% off their first order at Dymond’s legendary https://www.1099problems.io searchable 1099 payment method website, so go get on it.
We see you, bookkeepers and accountants… we know January’s a rough month. Hope these free resources make your January less stressful! You are not alone.
If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.