Course Description

Get Confident with Bookkeeping

  1. Prepared training from Andrea on a crucial bookkeeping topic that directly affects tax pros.

  2. Case study example showing step-by-step, hands-on how stuff works in real life, NOT just "book learning."

  3. Open Q & A and group discussion.  Bring your questions, bring your concerns.  Learn directly from a CPA expert mentor who truly cares about YOU!

You can get started today and you'll have 365 days access to all materials so that you can work through the course at your own pace.

If you have questions about whether or not this course is the right fit for your needs, please feel free to contact our customer support team via email or call us (or text message us) directly (310) 422 - 1283.


By The End of This Program:

  • Read and understand core financial reports with confidence
  • Identify and resolve common bookkeeping issues that impact tax returns    
  • Know when something’s wrong — and exactly what to ask the client for     
  • Handle payroll reconciliation issues without stress   
  • Work through tax returns more efficiently, more accurately, and more profitably

Meet Your Instructor

Andrea MacDonald is the Founder and Managing Member at Pro Tax & Accounting, LLC and Steadfast Bookkeeping, LLC in Chesapeake, Virginia. She has 20+ years worth of experience in accounting and is a Certified Public Accountant (CPA). Andrea holds degrees of Bachelor of Science in Business, Master of Science in Accounting, and Master of Business Administration. Andrea enjoys sharing her hard-earned knowledge with her fellow bookkeepers and tax professionals. If you'd like to schedule a time to speak with Andrea about the assistance and support she provides to bookkeepers and tax professionals, you can schedule a time here: https://amacdonaldschedule.as.me/cpaoncallzoom

Andrea MacDonald, CPA, MBA

CPA, MBA

Course curriculum

  • 01

    Getting Started

    • Session Links

    • ***Before You Start, PLEASE READ THIS!

    • Getting Started Quiz
  • 02

    Foundations Day

    • Accounting Terms

    • Debits and Credits

    • Live Session 1 Recording
  • 03

    Financial Reports & Mapping

    • Financial reports

    • Live Session 2 Recording
  • 04

    Payroll Essentials

    • Payroll Essentials
  • 05

    Troubleshooting & Cleanup Day

    • Troubleshooting & Cleanup Day
  • 06

    Balance Sheets & Final Review

    • Balance Sheets & Final Review
  • 07

    Final Steps

    • Blocker Question

    • 5 Minute Feedback

    • --> Final Steps: Certificate of Completion, IRS, etc.

Additional Course Details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program.
  • Recommended CPE Credit: 10 hours
  • Recommended CE Credit: 10 hours
  • NASBA Field of Study: Taxes.
  • Program Knowledge Level: Intermediate.
  • Prerequisites: General knowledge of federal tax law and its practical application.
  • Advance Preparation: Prior completion of at least one basic-level training program for tax professionals, such as the Pronto Tax School Basic Income Tax Course.
  • NASBA Sponsor: Pronto Tax School, Inc.
  • NASBA Sponsor #143984
  • IRS-Approved Education Provider: Pronto Tax School, Inc.
  • IRS Education Provider Number: MPMDK-T-00194-25-S
  • Refund / Cancellation Policy: Full refund available within 14 days of purchase if you are unsatisfied for any reason (except if course completed more than 75%, in that case, there will be no refund available, even if within 14 day period).
  • Complaint Resolution Policy: Click the green "Need Help?" button below to contact our support team anytime. We resolve any issues amicably and working as a teammate with our valued Members.

Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.