TaxPro Bookkeeping Academy
TaxPro Bookkeeping Academy

Navigate Numbers - Drive Success

Navigate Numbers - Drive SuccessNavigate Numbers - Drive SuccessNavigate Numbers - Drive Success

Our Vision

 Empowering tax professionals to thrive through integrity, community, and sustainability, TaxPro Bookkeeping Academy is committed to nurturing a comfortable learning environment where business owners gain the confidence and skills necessary to succeed. We strive to be a beacon of support and education, fostering a network where every member can achieve lasting success and positively impact their community. 

Our Curriculum

WEEK 1: Introduction to Bookkeeping

  

  • Overview of bookkeeping principles, including the difference between bookkeeping and accounting.
  • Importance of accurate bookkeeping for tax preparation, including compliance with tax laws and maximizing deductions.
  • Introduction to common bookkeeping software: features, benefits, and how to choose the right one for different clients.Overview of bookkeeping principles, including the difference between bookkeeping and accounting.
  • Importance of accurate bookkeeping for tax preparation, including compliance with tax laws and maximizing deductions.
  • Introduction to common bookkeeping software: features, benefits, and how to choose the right one for different clients.

WEEK 2: Chart of Accounts and General Ledger

 

  • Detailed explanation of the chart of accounts: types of accounts, numbering system, and organizing principles.
  • Setting up and managing a general ledger: entering opening balances, recording transactions, and maintaining accuracy.
  • Practical exercises using bookkeeping software: creating a chart of accounts, entering initial balances, and recording transactions.

WEEK 3: Recording Transactions

 

  • Detailed explanation of the chart of accounts: types of accounts, numbering system, and organizing principles.
  • Setting up and managing a general ledger: entering opening balances, recording transactions, and maintaining accuracy.
  • Practical exercises using bookkeeping software: creating a chart of accounts, entering initial balances, and recording transactions.

WEEK 4 - Bank Reconciliation

 

  • Importance of bank reconciliation: detecting errors, preventing fraud, and ensuring accuracy of financial records.
  • Reconciling bank statements with general ledger accounts: matching transactions, identifying discrepancies, and making adjustments.
  • Troubleshooting discrepancies: common issues and how to resolve them, such as missing transactions or bank errors.

WEEK 5 - Financial Statements

 

  • Understanding financial statements: purpose, components, and interrelationships between the balance sheet, income statement, and cash flow statement.
  • Reading and interpreting financial statements: analyzing performance, identifying trends, and making informed business decisions.
  • Creating financial statements using bookkeeping software: generating standard reports and customizing them for client needs.

WEEK 6 - Adjusting Entries

 

  • Purpose of adjusting entries: matching expenses to revenue, recognizing prepaid expenses and accrued liabilities, and allocating depreciation.
  • Types of adjusting entries: accruals (e.g., revenue earned but not yet received), deferrals (e.g., prepaid expenses), and depreciation.
  • Practice making adjusting entries: identifying adjusting entries needed based on trial balance, and entering them accurately.

WEEK 7 - Closing the Books

 

  • Importance of closing the books: preparing for a new accounting period, ensuring accuracy of financial reports, and facilitating tax preparation.
  • Year-end closing procedures: transferring income and expense account balances to retained earnings, closing temporary accounts.
  • Preparing for tax season: organizing financial records, gathering necessary documents and information for tax returns.

WEEK 8 - Tax Considerations

 

  • Tax implications of bookkeeping decisions: understanding how bookkeeping choices affect tax liabilities and deductions.
  • Organizing financial records for tax preparation: categorizing income and expenses, reconciling accounts, and documenting deductions.
  • Q&A session and final review: addressing any remaining questions or concerns, reviewing key concepts covered in the course.

TaxPro Bookkeeping Academy Membership Plans

Starter Package - $447

 

  • Access to all 8 weekly live sessions, each lasting 90 minutes.
  • Presentation slides and materials for each session.
  • Access to the community page for discussions, Q&A, and additional resources.
  • Email support for course-related questions.


Pro Package - $1,047

 

  • Everything included in the Essentials Plan.
  • One-on-one coaching session with the instructor for personalized guidance and feedback.
  • Access to a private group coaching session with fellow Premium Tier participants.
  • Priority email support with faster response times.

Essentials Plan - $647

 

  • Everything included in the Starter Package.
  • Additional supplemental materials, including reading materials, articles, and guides for further learning.
  • Practical exercises and case studies to reinforce learning.
  • Video recordings of each live session for review or in case of missed sessions.


Enterprise Solution - Custom Pricing

 

  • Customized training program tailored to the specific needs of your organization.
  • Dedicated instructor for live sessions and support.
  • Flexible scheduling options to accommodate your team's availability.
  • Option for additional consulting or support beyond the course duration.

Get Started Today!

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TaxPro Bookkeeping Academy

admin@taxprobk.com 501-864-9717

MEET THE FOUNDER - ASHLEE SHULTZ

Hello and welcome! I'm Ashlee Shultz, the founder of TaxPro Bookkeeping Academy. With a passion for both education and entrepreneurship, I established this academy to bridge the gap between learning and real-world application for tax professionals.


I've witnessed firsthand the challenges and opportunities that come with managing a business. My journey has been fueled by a deep commitment to integrity, empowerment, and creating a positive impact. These principles are not only the foundation of my professional career but also the cornerstone of everything we teach at TaxPro Academy.


I am dedicated to creating a supportive and engaging learning environment where every tax professional can thrive. My goal is to empower you with the knowledge and skills necessary to navigate the complexities of bookkeeping and tax preparation with confidence and precision.


At TaxPro Bookkeeping Academy, we're more than just a learning center; we're a community. I believe in the power of collaboration and the importance of building sustainable practices for a better future. Join us as we grow together, embracing challenges as opportunities to learn, innovate, and succeed.


Thank you for choosing TaxPro Bookkeeping Academy. I look forward to being a part of your journey to success.

Copyright © 2024 TaxPro Bookkeeping Academy - All Rights Reserved.

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