Courses 1–7 are organized130 guided lessons for active subscribers
Your learning journey starts here.
New to bookkeeping? Start here.
Course 1: Bookkeeping Terminology
20 video lessons covering the essential language of bookkeeping.
Course 2: Everyday Bookkeeping
20 practical lessons for recording everyday business activity.
03
Course 3: Accounting Fundamentals
20 lessons covering accounts, entries, adjustments, and financial statements.
04
Course 4: Reconciliation and Closing
20 lessons to reconcile accounts, review adjustments, and lock an evidence-backed close.
05
Course 5: Tax Preparation
20 lessons for organizing records, resolving exceptions, and preparing a professional handoff.
06
Course 6: Guided Tax Filing
20 lessons from reviewed return to authorized submission, acceptance, payment proof, and archive.
07
Course 7: AI-Assisted Bookkeeping
10 visual lessons for capturing evidence, reviewing AI-prepared work, teaching company rules, and keeping owner approval in control.
Guided Course 4 practice
Try reconciliation in CycleWorks
Work through a fictional bank statement, find a missing fee, explain uncleared items, and prepare a review packet. Included with an active subscription.
New, unusual, and often missed business deductions—plus do’s, don’ts, and a year-end checklist. Includes Allie’s video, transcript, and IRS references.
Practice worksheets are educational. The downloaded official Copy A cannot be mailed to SSA; the lesson explains permitted recipient copies and filing options.
