Course Library

finagraph-squarelogo-1462463665456Finagraph
Finagraph unleashes the financial knowledge locked inside accounting systems so you can instantly understand the most important areas a business can improve upon, spot risk indicators; compare industry averages and competitors; analyze inventory, cash, receivables and sales trends; customize goals and red flags according to benchmarks you set; and examine performance with monthly, quarterly or yearly views.
Logo_Smartsheet_400x400Smartsheet
Spreadsheet Easy - Instantly familiar, so everyone on your team "gets it" and hits the ground running. With one centralized, always-available tool, you’ll work smarter, not harder. Works Your Way - Flexible to manage any kind of work — from simple task lists to complex processes. Attach files, set alerts, automate workflows, view Gantt charts and more. Scales Quickly - Smartsheet delivers the security, integrations, and controls that exceed corporate requirements. User embraced, IT approved.
billcom 100 logoBill.com
This is a course on how to better manage cash flow and set up the right system of internal controls using Bill.com. As you may or may not know, Seth David has been a Bill.com fan since inception.
BQE-BillQuick-Logo-300BillQuick
BillQuick is an integrated solution for Time and Expense Tracking, Billing, Project Management and Accounting. It is designed to help your firm increase performance, streamline processes and make decisions faster. With different editions to choose from, it's scalable to meet the needs of any firm size—from a single person to a global firm.
Logo_Cogniview-500PDF2XL
PDF2XL is a product that will enable you to turn PDF’s into useful data and documents. The thing PDF2XL does really well is that it enables you to setup complex layouts and save or export those layouts. This allows you to quickly and easily convert documents from the same source many times over.
icon-Expensify_largeExpensify
Hassle-free expense reporting built for employees and loved by admins. Quickly add cash expenses, automatically import all card transactions. Capture mileage, time, and other reimbursable/billable expenses. Code expenses to GL accounts, clients/projects, and custom fields.
bookkeepers delight iconBookkeepers Delight
Grab onto something because we’re about to show you something so simple yet so powerful it will already change the way you handle your job or your clients on a weekly basis. You will want to incorporate this into every client’s process and if you’re working for someone you’re going to want to schedule a weekly meeting with your boss to review the very things you’re going to learn to do for them in this course.
logo_sheets_128pxBootstrapping Your Bookkeeping with Google Sheets
Ideas can come from anywhere. The idea for Bootstrapping for Bookkeeping came from a conversation I had on Facebook with a blogger I am friendly with. She reached out to me and asked for suggestions for how she might keep track of her income and expenses from her blogging activities. She admitted the activities were minimal so it really did not warrant going to the expense or trouble of learning accounting software, but she needed a way to do something more than just dump her receipts in a shoe box and turn that into an accountant at the end of the year.
make_dep_qbHandling Customer Deposits and Cleaning Up Undeposited Funds
Ever find a mess in the undeposited funds account? Often this goes hand in hand with taking customer deposits. Get a handle on this and master it with this mini course.
shark-tank-ABCHow to Calculate Business Valuation in the Shark Tank
Ever watch Shark Tank? Either way, valuing your business is one of the toughest challenges many entrepreneurs face. As a big fan of Shark Tank, Seth David has designed a course to help you value your business and impress the cast of Shark Tank at the same time.
Financial StatementsUnderstanding Your Financial Statements
The financial statements are the ultimate output based on the bookkeeping which is the input. It is really important for bookkeepers to have this in mind when entering transactions. If you can think in terms of where your transactions will go on the financial statements you will be much more effective at getting the results you want? What results do you want? Accurate and reliable financial information that you can use to make informed decisions about yours or your client’s business.
abcpmAccounting and Bookkeeping Cloud Practice Management
The ABCs of starting and growing an accounting or bookkeeping practice in today's world.
Excel-logo 100Microsoft Excel - Planning Your Bookkeeping Practice
Planning Your Bookkeeping Practice was inspired by a recent conversation I had with a bookkeeper who told me she had bought a program to help her plan her practice and figure out how she might reach a very specific financial goal. Follow these three simple lessons and you can accomplish this very thing using MS Excel & some basic formulas; nothing more complex than addition and multiplication.

Sage One
Simple accounting and invoicing you can master in minutes. Sage One is simpler than a spreadsheet and a lot easier than complex accounting software. Start using it the moment you log on.

Mastering Microsoft Excel for Accounting
We start with a basic introduction aimed at getting everyone familiar with the layout of Microsoft Excel. Even if you already have a good grasp on the basics, we are almost certain the first section, “Introduction to Microsoft Excel” will expose you to something that is in here that you either didn’t know about, or weren’t sure where to find it. Most importantly you will have the foundation you need so that later when we are talking about (eg) how to sort and filter data, you won’t be wondering where I went to do that. You’ll know I went to the Data tab on the Ribbon.

Bookkeeping Fundamentals With QuickBooks
This course will give you the foundation you need to understand the true fundamentals of bookkeeping. This means knowing your debits and credits. You’ll really impress your boss or clients with what you can do after taking this course. Learn what’s happening behind the forms in QuickBooks. You’ll also be “schooled” in Microsoft Excel, so you’ll really look like a pro.

Sage View
You’ll be a more valuable contributor to your clients’ success if you can provide strategic, timely advice. The cloud-based Sage View arms you with up-to-the-minute key performance indicators (KPIs), trends, analyses, alerts, and reports, so you can advise your clients on opportunities and notify them of updates immediately.

Cloud Accounting With QuickBooks Online
We are proud and excited to bring you this course at long last. Many of us are still new to this concept of the cloud while many others are already tired of hearing about it. We will not place too much emphasis on the “stuff” you are already hearing about all of the time on the web about the benefits of the cloud, however by necessity there will be some talk about this so I can underscore the important benefits in terms of how a product like QuickBooks Online can simplify how you track yours and/or your clients finances so profoundly that you couldn’t imagine going back to the old way.