Member Launchpad

The Library

Everything we create or present is produced and published here!

Whether produced for the library, or a recorded live event, all video and audio learning will be published to The Library.

You will find topics for bookkeeping, tax and legal professionals, with a focus on igniting your practice or firm. Our content is designed to help you with marketing, sales, workflow, technology and our favorite, automation. The Library is growing daily, so be sure to check back often.

Make sure when you finish a course you get your "Certificate of Completion." You can share them on social media or print and frame them for your office.

Latest Lessons

Getting your Podcast Studio Setup
Accounting Workflow Automation - Basic Setup and Configuration
Sync Everything – The Art of Syncing Data Across Cloud Apps with Zapier and Piesync
Prepping for a New Tax Season
Accounting Workflow Automation – Advanced Workflow Automation II
Accounting Workflow Automation – Workflow Automation Advanced
Automate Your Onboarding - Herding Documents
The About Page
Mastering Google Tools for Marketing
A Workshop About Webinars
Creating Content is Easier Than You Think
Building a Marketing Plan
Conversational Marketing
How to Draft the Perfect Blog Post (or a Pretty Darn Good One)
Building, Managing & Leveraging an Amazing Facebook Group – Meet ABBO
So You Have a Wordpress Website...Now What?
Letter Writing for Client Acquisition
Leverage Your Website to Gather Meaningful Traffic and Convert New Customers
Facebook is More than Babies and Burritos
Easy e-Commerce for Bookkeepers
Pricing Your Practice - Achieving Confidence
Pricing Your Practice - What Are You Worth
Pricing Your Practice - Overview
Percentage Pricing
10 Really Cool and Extremely Useful Skills
A Two Part Series – PayPal, Stripe or QuickBooks Payments? PART I
Value Pricing with Guests Ron Baker and Ed Kless
Closing Sales for Accountants, Bookkeepers and Business Owners
Closing Prospects, From One Bookkeeper to Another - Guest Host Jessica Rubenking of National Bookkeeper
10 New Year Resolutions to Ignite Your Practice, Business or Life
Coopetition - How to Work with Your Competitors and Everyone Wins
Work Life Balance with Carrie Kahn
CorpNet Partner Program - Meet Nellie Akalp
Xero for QuickBooks ProAdvisors – Should I Learn It Myself or Partner with a Xero Pro
Running The Reports In QuickBooks and Exporting Them To MS Excel
Formatting The Reports In MS Excel
Writing The Formulas In MS Excel
What is the Quick Ratio and What Does it Tell Us?
Running, Exporting, and Formatting The Balance Sheet & P&L
The Liquidity Tab
Impress Yourself, Your Boss or Your Client With A Powerful Short Term Cash Flow Tool
Pull Out Your Quick Ratio
Customer Service
Things You Can Do to Provide Delight to the People That You’re Working For
Get Your Slack On - Instant and Cross Platform Communications
Intuit Payroll Standalone
Travel Like a Pro - Tech and Tools for the Mobile Professional
Incorporation, LLC Filings, Entity Conversions and Annual Compliance
A Primer on the Smart Home or Office or Home Office
Taxation Benefits and Differences for Business Entities PART 2
Taxation-Benefits-and-Differences-for-Business-Entities-C-Corp,-S-Corp,-LLC,-PC
The Value of Partnering
Choosing Your Company Name
Setting Up QBO - Sales Tax
Setting Up QBO - Customizing Invoices/Sales Receipts
Introduction to Double Entry Bookkeeping Concepts
Double-Entry Bookkeeping using T Accounts – Part 1
Recording Transactions In General Journal and Relating to Entries in QuickBooks Part 1
Recording Transactions In General Journal and Relating to Entries in QuickBooks Part 2
Preparing Trial Balance, Income Statement, and Balance Sheet
Double-Entry Bookkeeping using T Accounts – Part 2
Creating a Chart of Accounts - What is the Chart of Accounts
Creating a Chart of Accounts - Bank Accounts
Creating a Chart of Accounts - Accounts Payable and Accounts Receivable
Creating a Chart of Accounts - Assets
Creating a Chart of Accounts - Liabilities and Undeposited Funds
Creating a Chart of Accounts - Owner's Equity
Creating a Chart of Accounts - Income Accounts
Creating a Chart of Accounts - Creating Accounts on the Fly
Creating a Chart of Accounts - Credit Card Accounts
Creating a Chart of Accounts - Cost of Goods
Creating a Chart of Accounts – Expense Accounts
Creating a Chart of Accounts - Other Income and Other Expense
Creating a Chart of Accounts – Deleting and Merging Accounts
Creating a Chart of Accounts – Account Numbering
How to Edit an Image with Photoshop, Add a Logo and Text and Make It Ready for your Website and Facebook.
How to Convert (resize/re-encode) a GoToWebinar or Zoom Webinar Video for Editing with Camtasia
Know Your Colors
Choose the Right QuickBooks - The Overview
QuickBooks Online - Simple Start or Essentials or Plus
Creating a Chart of Accounts – Account Numbering
QB Payments for QB Desktop
QB Payments for QBO
QB Payroll for QBO
QB Payroll for QBDT
4-1-1 How To Get To Google Sheets
4-1-2 Create Your Sheet
4-2-1. Getting Your Sheet Together
4-2-2 How To Move Columns In Google Sheets
4-2-3 How to Format Your Headers In Google Sheets
4-2-4 Enter Your First Transaction in Google Sheets
4-3-1 How To Add Drop Down Lists In Google Sheets
4-3-2 Creating Your Categories List
4-3-3 Creating Your Service Item List
4-3-4 Creating Your Names List
4-4-1 Entering Your Data
4-4-2 Invoices & A/R, Bills & A/P
4-5-1 Sorting Your Data
4-5-2 Filtering and Subtotaling Your Data
4-5-3 Copying the Data to Create A Report
4-5-4 Creating Pivot Table Reports
4-5-5 Sharing and Collaborating
3-1-1 The Profit and Loss Statement
3-1-2 The Balance Sheet
3-2-1. The Balance Sheet - Asset Accounts
3-2-2 The Balance Sheet - Liabilities
3-2-3 The Balance Sheet - Equity
3-3 The Statement Of Cash Flows
3-3-1 Understanding The Statement Of Cash Flows
3-3-2 Understanding The Statement Of Cash Flows - The Exercise
3-3-3 Analyzing the Statement of Cash Flows
Practice Management - Power Pricing - How to Set Your Rates
What does it take to Survive? Looking at Your Personal Finances
Your Business Expenses
Cash Flow Projections - Completing the Picture
Projecting Income (Setting up the Income Statement)
Projecting Direct Labor and Expenses
Setting up the Projected Balance Sheet Part 1
Setting up the Projected Balance Sheet Part 2
The Statement of Cash Flows - How to Balance the Balance Sheet
How to use YouTube to Grow Your Business
Social Apps for Marketing and Branding Your Firm
Social Media Applications - Sprout Social
Setting Your Goals & Rates
Marketing and Branding - How to Get New Clients
Accounting and Bookkeeping Cloud Practice Management - Your Website
Your Blog - Where do Ideas Come From?
Social Media for Accountants and Bookkeepers
Twitter for Accountants and Bookkeepers
Facebook for Accountants and Bookkeepers
LinkedIn for Accountants and Bookkeepers
11. How To Enter Payroll
10. Garbage in Garbage Out - Running Your Financial Reports
9-6. Refunds
9-5. What about sales tax?
9-4. Inventory Reports, Counts, and Adjustments
9-3. Booking Inventory Sales in QuickBooks
9-2. Purchasing your inventory - how to record it in QuickBooks
9-1. So you sell products for a living? Inventory Basics
8-2. NSF Checks
8. How To Pay The Bills - Getting Expenses On The Books
7-6. Sales Receipts
7-5. Customizing Your Invoice Template
7-4. Returned Deposited Items
7-3. Customer Payments and Undeposited Funds
7-1. The Revenue Cycle - From the sale to the deposit and back
6. Your Vendor List - The People You Have To Pay
5. Your Customer List - Who will you sell to?
4. Your Item List - What do you do for a living?
3. Your Chart Of Accounts - Where Your Transactions Live
2. Introduction To QuickBooks
1-1-2b. T-Accounts
1-1. Introduction To Bookkeeping
1-1-2a. Normal Balances
05-01-01 - Introduction To Bookkeeping In The Cloud
05-01-02 - How is QuickBooks Online Different?
05-02-02 - The Sidebar - Overview
05-02-01 - Introduction To QuickBooks Online - The New Interface
05-02-03 - The Sidebar - Customers
05-02-04 - The Sidebar - Vendors
05-02-05 - The Sidebar - Employees
05-02-06 - The Sidebar - Transactions
05-02-07 - The Sidebar - Reports
05-02-08 - The Sidebar - Sales Tax
05-02-09 - The Sidebar - Apps
05-02-10 - What The Plus?
05-02-12 - Company Settings
05-02-13 - Setting The Closing Date in QuickBooks Online
05-02-14 - What Do You Call A Customer?
05-02-15 - How To Turn On Location and Class Tracking
05-02-16 - Sales Form Entry Settings - Company Logo and Customizing Sales Forms
05-02-17 - QuickBooks Online - Company Settings For Bills and Payables
05-03-01 - QuickBooks Online - An Overview Of The Chart Of Accounts
05-03-02 - Setting Up A New Company And The Chart Of Accounts
05-03-03 - QuickBooks Online - Adding, Editing, and Merging Accounts
05-03-04 - The Chart of Accounts Recap - How To Navigate and Use the Accounts
05-04-01 - Setting Up Products and Services in QuickBooks Online
05-04-02 - Products and Services in QuickBooks Online - Do I Buy AND Sell?
05-05-01 - How to Set Up A Customer In QuickBooks Online
05-06-01 - How to Set Up A Vendor In QuickBooks Online
05-07-01 - What Kind of Sales Transactions Can I Create in QuickBooks Online
05-07-02 - How To Post an Invoice In QuickBooks Online
05-07-03 - How To Receive a Customer Payment In QuickBooks Online
05-07-04 - Where Does The Customer Payment Go In QuickBooks Online
05-07-05 - How To Create A Recurring Invoice In QuickBooks Online
05-07-06 - How To Create An Estimate In QuickBooks Online
05-07-07 - How to Use A Credit Memo in QuickBooks Online
05-07-08 - How to Use A Sales Receipt in QuickBooks Online
05-07-09 - How to Use A Refund Receipt in QuickBooks Online
05-07-10 - What are Delayed Credits and Charges in QuickBooks Online
05-02-11 - The Company Menu
01 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Introduction
02 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Getting Started
03 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Why Bother with Advanced?
04 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Is this Cheating?
05 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Laying the Foundation
06 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Tips for Exam Preparation
07 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Start in Reverse
08 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Topic Cheat Sheet
09 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Digging In
10 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Multiple Choice and Multiple Attempts
11 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Classifying your Certainty or Uncertainty
12 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - The Value of Incorrect
13 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - No Question Marks
14 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Proper Search Technique
15 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Solve the Case Study
15b How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Solve the Case Study
16 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - What to Do When You Fail
10 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - Multiple Choice and Multiple Attempts
12 How to Pass QuickBooks ProAdvisor Advanced Certification Exams - The Value of Incorrect
Little Boxes - What Can They Do?
Addition, Subtraction, Multiplication, and Division
What is the Ribbon All About? Part 1 - The Home Tab
What is the Ribbon All About? Part 2 - The Other Tabs
Please Excuse My Dear Aunt Sally
Using the CTRL Key to Quickly Navigate The Spreadsheet
How To Select Cells and Ranges With Keyboard Shortcuts
Inserting and Deleting Cells and Ranges from Your Keyboard
Performing Operations On A Range Of Cells in Microsoft Excel
How to Combine Text in Microsoft Excel
How to Write a Vlookup Formula in Microsoft Excel
How to Write a Sumif Formula in Microsoft Excel
How to Write a Conditional Formula in Microsoft Excel
Introduction To Data Analysis In Microsoft Excel
Sorting Data in Microsoft Excel
How to Subtotal Data In Microsoft Excel
How to Subtotal in Microsoft Excel - Part 2
How To Filter Data in Microsoft Excel
Learning to use Pivot Tables in Microsoft Excel
Microsoft Excel Graphs and Charts
Using Pivot Tables with QuickBooks Data - Part 1 - Setting Up The Excel Template
Using Pivot Table Reports with QuickBooks Data - Part 2 - Pivot Table Reports
Cash Flow Projections - A Very Simple P&L
Cash Flow Projections - A Very Simple Balance Sheet
Cash Flow Projections - The Statement Of Cash Flows
Cash Flow Projections - Balance is Everything
SA-1-1 Microsoft Excel - Planning Your Bookkeeping Practice - Part 1
SA-1-2 Microsoft Excel - Planning Your Bookkeeping Practice - 1 Step Further
SA-1-3 Planning Your Bookkeeping Practice Part 3 - Getting Detailed
1. QuickBooks Desktop 2016 Features - QuickBooks Desktop Navigation Basics
2. QuickBooks Desktop 2016 Features - My Shortcuts Customization
3. QuickBooks Desktop 2016 Features - View Balances Customization
4. QuickBooks Desktop 2016 Features - Reports Center Overview
5. QuickBooks Desktop 2016 Features - Open Windows Overview
6. QuickBooks Desktop 2016 Features - Home Page Basics
7. QuickBooks Desktop 2016 Features - Menu Bar Basics
QuickBooks Desktop 2016 Fundamentals - Creating Invoices
QuickBooks Desktop 2016 Fundamentals - Creating Estimates
QuickBooks Desktop 2016 Functionality - Setting Up Items Lists
QuickBooks Desktop 2016 Functionality - Setting Up Memorized Transactions
QuickBooks Desktop 2016 Fundamentals - Creating Bills
QuickBooks Desktop 2016 Fundamentals - Paying Bills
QuickBooks Desktop 2016 Fundamentals - Using Undeposited Funds Account
QuickBooks Desktop 2016 Fundamentals - Reconciling Accounts
How to Calculate Business Valuation in The Shark Tank
Using Return on Investment to Calculate Business Valuation
How to Sell Your Business to Investors
Cash Flow Projections and Business Valuation
Accounting Workflow Automation – Tasks, Activity Sets and Pipelines for Accounting Workflow

Live Events

We host different live events throughout the week. Register for any or all events here.

View Live Events Calendar

Tools and Resources

Membership also includes a jobs board, a business directory listing and thousands of templates, documents, and downloads.

Additional Services from 74 Systems

Aside from 74 Learning, our primary focus is helping professional service providers implement marketing, workflow, technology and automation solutions. We developed the Ignite System, our most popular consulting offering, to help tackle problems, crush inefficiencies, and eliminate the nonsense that keeps business owners from achieving greatness.

Schedule Consultation