Serving Lee, Charlotte & Sarasota Counties
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Education and Training

Knowledge is not just to be stored; it gains true value when shared generously, for it has the power to illuminate minds, inspire hearts, and transform lives.

At our firm, we strongly believe in sharing our knowledge and experience with others. That’s why we regularly offer the public free education and training webcasts. Whether you’re an expert or just starting, you’re welcome to attend our live webcasts. Our webcasts cover various topics, including accounting, tax, business management, and technical training related to running a business. Join us and expand your business knowledge today!

 A list of our education and training services include:

  1. Free live webcast on accounting, taxes, and business management 
  2. Paid webcast covering specialized topics.
  3. Certified Bookkeeper exam preparation classes, available online or in-person 
  4. Enrolled Agent exam preparation classes, available online or in-person
  5. Employee training for accounting and bookkeeping

Free Live Webcast:

Join us weekly for a 20-minute live and recorded webcast to listen to the latest updates and explanations of essential tax, accounting, and business management topics.

Certified Bookkeeper exam preparation classes

Are you employed as a bookkeeper and looking to distinguish yourself? Consider obtaining the Certified Bookkeeper (CB) certification from The American Institute of Professional Bookkeepers (AIPB). This certification is a recognized achievement within the field of bookkeeping.

To become a certified bookkeeper, you must meet the following requirements:

  1. Pass a 4-part certification exam.
  2. Sign a code of ethics.
  3. Provide proof of 2 years of full-time bookkeeping experience  

We offer classes that you can attend either online or in person. These classes are available throughout the summer, fall, and winter seasons in both southwest and Central Florida.

If you’re new to bookkeeping and want to learn more, why not join our month-long online bookkeeping program? Our comprehensive training will cover all the fundamental aspects of bookkeeping and prepare you for a role as a bookkeeper. It’s the perfect opportunity to gain the knowledge you need to succeed in this field. 

Learn more at Certification Program

Please register to attend our free online webcast and obtain valuable insights regarding the exam.

registration

Enrolled Agent (EA) exam preparation classes:

Enrolled agents have the same level of representation rights as attorneys and CPAs. They can represent any taxpayer, handle any tax matter, and represent clients before any IRS officer.

It is the highest credential awarded by the IRS.  It can be obtained by passing a comprehensive three-part exam.

Part 1: Individual taxation

Part 2: Business taxation

Part 3: Representation, Practice and Procedures

The exam can be taken in any order. 

We offer classes that you can attend either online or in person. These classes are available throughout the summer, fall, and winter seasons in both southwest and Central Florida.

Learn more at EA Exam 

Employee Training for accounting and bookkeeping:

Our firm provides individual bookkeeping and accounting training to employees and self-employed individuals. If you’re a self-employed individual or running a small business where you manage the record-keeping function yourself, our service can be a great resource for you. We’ll provide training on using QuickBooks Desktop or QuickBooks Online to track all your financial transactions. This will help you save money on hiring an outsourced or in-house bookkeeper while also ensuring confidentiality for your business finances. If your business has an in-house bookkeeper, our firm can provide in-person training for your employees. Training includes:
  • Using QuickBooks.
  • Setting up a chart of accounts. 
  • Recording accounts receivable and payables, inventory, fixed assets, payroll, capital assets, and other business transactions.
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