Want to Start a bookeeping and tax firm but don't know where to start?
I've got your back!
Step by step videos, downloadable assets, generic client-facing walkthroughs and more!
I've learned A LOT of lessons the hard way and want to help you navigate
Learn the ins and outs to get started using Keeper to anchor your firm.
Step by Step guide to building templates inside of Keeper and examples to use yourself!
Excel templates with all those fancy formulas already built in!
Pick up some tips and tricks that you'd otherwise learn the hard way!
Learn some best practices from firm management to reconciliations and all in between
Learn how get started and whitelabel your Keeper Account with your own branding! Plus get some helpful tech stack recommendations!
Get some valuable tips on setting up Keeper templates (including verbiage you can copy) to streamline your workflows
Templates, Tools, Tips and other words that begin with "T". Get workflow outlines and excel tools for all sorts of different Recon scenarios!
Tips and Best Practices for all sorts of different Txn review situations!
And a whole smattering of accounting feel good vibes!
Margins, Non-Financial Stats and more!
Client Offboarding, Diagnostic Reviews, Employee Reviews and more!
Budgeting, Forecasting, Best Practices and more!
Mostly surrounding Taxes!