.entry-category, .entry-dateline { display: none} .meta-below-title { display: none }

Welcome Accountants & Bookkeepers!

This is a helpful resource hub for bookkeepers and accountants looking for “how-to” templates, e-courses, training courses, and recommended apps to customize the back office of their business.

Our digital library includes downloadable cloud apps templates and checklists, recommended apps and many more. For a deep dive on how to utilize the accounting & bookkeeping resources, schedule a 1:1 or group training session.

We update the library every month and are open to new addition ideas you might have. Feel free to contact us.


Upcoming Training Courses for Accountants & Bookkeepers

Are you just starting your bookkeeping or accounting firm and looking to create and automate your client onboarding process?

Do you wish someone could tell you everything you need to do before working with your first client?

Are you feeling overwhelmed with selecting the best apps to use in running your business?

Book a one month 1:1 strategy sessions with Ufuoma today to help you get started.

Ufuoma is an expert and very skilled in many areas. She is also very willing and happy to train, share her knowledge and help others. I could definitely tell she was passionate about what she does and in being able to help others. Before attending this training, there were so many areas of my business that I needed to research and prepare for. Ufuoma made this so simple!

I am very grateful for the value I’ve received from this training. This is a training that no-one should miss if you are looking to build, grow or fine tune your bookkeeping business! I strongly recommend taking her course or consulting with her on your business needs! You will not be disappointed.
— Tanishia Warren | Owner, Ashade and Associates

Downloadable templates and Checklists for Accountants & Bookkeepers

Want to DIY your accounting and bookkeeping process and skip our training courses? You can purchase any of the below templates and checklists.


Upcoming Events

West Metro Atlanta Woodard Group.png

West Metro Atlanta Woodard Group is a community for small business advisors, bookkeepers and accountant looking to network, collaborate and build long-term professional relationships. The monthly meetings offer in-depth training, guest speaker sections, and the opportunity to cross-refer services.


When: Every 4th Thursday of the month at 6 pm
Where: South Cobb Diner, 5850 Love Street, Austell, GA 30168


Recommended Technology Partners

Below are the technology partners I trust and use to run my business and serve my clients. I highly recommend them for Accountants and Bookkeepers to use to manage client work and streamline business operations. Disclaimer: I may receive a small commission if you choose to sign up for some of the below apps using our affiliate links. Some links have built-in discounts and savings for you.

Veem.png

Global payment system built to send, receive, and request payments and wires worldwide. Manage and pay clients’ payables.

Canva.png

Use Canva's drag-and-drop feature and professional layouts to design consistently stunning graphics.

LastPass.png

Simplify your life and manage all of your passwords in a secure system that comes with a password generator and vault.

AutoEntry.png

Capture data from bank statements, bills, expenses and receipts and input them directly into your accounting software.

Asana.png

Track projects and daily todos, monitor your progress and increase collaboration with clients.

Gusto.png

Comprehensive HR, Payroll and Benefits software to make it easy to run payroll and keep your clients happy.

TSheets.png

Easily track time on any device to streamline payroll, send accurate invoices, and save thousands each year.

Acuity Scheduling.png

Manage all client appointments, intake process and bookings 24/7 - saving you time.

ChronoBooks.png

Protect your QuickBooks Online accounting data with automatic, backups that allow you to restore your company's data.