The About Page

Eric Greenspan

Participants will learn about the about page on their website and social media. This page contains much of the content prospects read before making a decision to become your customer. You cannot ignore it and you must keep it fresh and make it work for you. We’ll show you how.

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Taxation Benefits and Differences for Business Entities PART 2

Eric Greenspan

Participants will learn how to prepare a chart of accounts, treatment of expenses, and owner/officer compensation by structure. We will also do a quick reminder overview of legal vs. tax structure.

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The Value of Partnering – Pick Your Partners Wisely

Eric Greenspan

Participants will learn the importance of building relationships and creating mutually beneficial partnerships. We will also discuss what to avoid when partnering, the separation clause/agreement and common pitfalls.

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A Workshop About Webinars

Eric Greenspan

Participants learned how to setup, show-up and show well in a webinar. We demonstrated some unique ways to market a webinar, and we showed you how to set one up and run it without a hitch. Then, we focused on lead capture and followup, so you can turn an hour of online time into income. We walked you through the entire process and shared our secrets.

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Unboxing QuickBooks 2018 Desktop with Carrie Kahn

Eric Greenspan

Participants will learn about Intuit’s latest version of QuickBooks 2018, demonstrated by Carrie Kahn of Complete Business Group, a leading Intuit Premier Reseller (IRP).

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Come In, We’re Open – Mastering Google Tools for Marketing

Eric Greenspan

Participants will learn how to setup and properly use tools like Google’s G Suite, Google My Business, Google+ Brand Pages, YouTube and more.

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Password Insanity – How to Manage Passwords and Other Secure Information

Eric Greenspan

Participants will learn how to tackle passwords to become efficient and safer than ever. Let’s face it, the password thing is a mess. There are solutions. We’ll demonstrate them and answer your questions. You’ll leave this workshop with a solution for managing your passwords and other secure information.

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Taxation Benefits and Differences for Business Entities (C-Corp, S-Corp, LLC, PC)

Eric Greenspan

Participants will learn how to determine the proper business entity based on taxation benefits and differences.

Learn how to setup a chart of accounts for different entities so that reporting is ready for tax time.

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Learn Transaction Pro Importer from an Expert

Eric Greenspan6 Comments

Learn, I mean really learn, how to use Transaction Pro Importer with QuickBooks Desktop/Enterprise. Terri Wilson of ThinkQuickConsulting is an expert Transaction Pro Importer consultant (amongst other things) and she is going to teach us how to use this amazing tool.

In this workshop, you can expect:

– An overview of TPI and how it works.
– A couple of actual use cases to demonstrate its functionality.
– Terri solves big, ongoing problems with TPI. She’ll explain how you can too.
– Hands on demonstration of TPI at work.
– Terri will show us a picture of her new Mini Cooper.
– Karen Magno may make a guest appearance. If not, we will use that face transfer software and she will be with us in spirit.
– WE WILL ALSO BE DOING OUR FIRST PUBLIC DEMO OF PROCESSACCOUNTANT.COM!

Creating Content for Your Website and Marketing Is Easier Than You Think

Eric Greenspan

Participants will learn how to easily create content for marketing. Podcasts, video, webinars, blog posts and more.

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Setting Up insightly CRM for Accountants and Bookkeepers

Eric Greenspan

Managing your practice is important and so is sleeping well at night. insightly did this for our company, so now we help others use it. We often are asked about the proper setup, integrations, use and enhancements. In this Workshop, we will do just that. We will show you how to setup and use insightly properly so you can sleep better than you have in months (maybe longer).

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Email Demystified – Setting Up, Securing and Sending Domain Based Email

Eric Greenspan

Participants will learn how to configure Google Apps and Office365 Exchange email. We will configure clients, setup SPF, DKIM and DMARC security, and a few other cool tricks. We will also discuss how to manage the volume of email you currently receive.

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Designing Your Social Media Profile and Cover Images

Eric Greenspan

Participants will learn how to design and deploy profile and cover images for Facebook, Facebook Pages and Groups, Twitter, Instagram and more. It’s a daunting task and we will give you templates to take home.

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Building and Managing Automated “Drip and Nurture” Email Campaigns

Eric Greenspan

Participants will learn how to build and manage MailChimp Automated Email Campaigns to serve as a means to drip content and nurture interested prospects or existing customers. Respond to prospects and customers automatically and grow your practice while you sleep.

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Throwing Pasta on the Wall – Marketing Your Accounting Practice on a Tight Budget

Eric Greenspan

Marketing is tough and it takes practice but one thing you can do is try various tactics to see what works for you. Don’t be disappointed if what you try doesn’t work or doesn’t work right away. Throw some spaghetti on the wall and what sticks is your guide. Here’s to your success!

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Ignite Method Introduction (free sample)

Eric Greenspan2 Comments

Participants will learn what the Ignite Method is and how they can benefit from it in their practice. We will give you a sneak peak of the Ignite Method program and you will leave with new ideas swimming in your head about growth and achievement.

Pass Your QBO Certification Exam and Be Great at Your Job

Eric Greenspan

Participants will learn from the amazing Alicia Katz Pollock who will be joining us for a webinar to help you get the most out of QBO. Alicia is advanced, advanced, advanced. She’s an author on schoolofbookkeeping.com for our awesome course “QuickBooks Online – The Complete Video Training Library” and she’s really a cool cat. Join us and learn and grow and take your practice to a new level. You will NOT be disappointed.

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Getting Jiggy with Mike Michalowicz Author of Profit First

Eric Greenspan

Participants will learn about Mike’s new book Profit First Revised and Expanded. Come and meet Mike, listen to Mike and watch Mike share stories from his past, good and bad, and how his ideas for his books: The Toilet Paper Entrepreneur, The Pumpkin Plan, Profit First, Surge and now Profit First Revised and Expanded. Mike will share his stories of success and how failure led him to this point in his career. He will tell you some truth about life and what it truly means to be an entrepreneur and risking EVERYTHING in pursuit of your dreams.

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Building Your Practice, Getting More Clients with Carrie Kahn

Eric Greenspan

Participants will learn how to grow their practice through marketing and obtaining new clients. Carrie Kahn will share her secrets on how she obtains new clients at events, online, through partnerships and more.

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What is a PEO? – Professional Employer Organization – HR and Payroll Outsourced

Eric GreenspanOther

Participants will learn about the professional employer organization (PEO) and how they may use this in their own practice. A PEO is a firm that provides a service under which an employer can outsource employee management tasks, such as employee benefits, payroll and workers’ compensation, recruiting, risk/safety management, and training and development.

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Profit First – The Why and How with Guest Lynn Mattice

Eric GreenspanOther

Participants will learn about Profit First and how to use it in their business. Lynn Mattice is a certified Profit First Professional and Trainer.

Profit First is a behavioral system so it is important that you not only understand the technical implementation but also the behaviors. It is 100% successful when there is accountability and one sticks with the program. Similar to Weight Watchers, accountability is a key factor.

Over 150 accounting professional firms currently running Profit First directly in their businesses. 1000’s of companies around the world successfully running it. There are countless testimonials as to its effectiveness and success. Our goal here is to eradicate entrepreneurial poverty. Come and learn how to use Profit First for your clients and for your own life.

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Xero for QuickBooks ProAdvisors – Should I Learn It Myself or Partner with a Xero Pro?

Eric GreenspanOther

Participants will learn about Xero from the person Xero hired to train and certify Xero partners and pros. Amanda Aguillard is one of the few Xero certified training partners in the world. She works directly with Xero to help pros learn the product and become certified. She knows this product better than most and is a great instructor. She’s recently been named a Xero Ambassador.

If you are a QuickBooks ProAdvisor and you seek knowledge about Xero, this webinar is for you. After this event, you will be able to choose between partnering with a Xero pro or learning Xero yourself.

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Work – Life – Balance with Carrie Kahn

Eric GreenspanOther

Participants will learn how to work hard, really hard, but also how to balance family, fun and the reason why we all work of course…MONEY.

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10 New Year Resolutions to Ignite Your Practice, Business or Life!

Eric GreenspanOther

Participants will learn how to get ready for the new year to make more money and live a happier life.

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