⚠️ We are no longer using this guide.
Please refer to https://akadian.com/support
Student Success Guide
*Timestamps
All About the Bookkeeping Skills Lab 0:53
How to Navigate the Student Success Guide - 2:39
How to View This Week at Akadian - 4:49
How to Access Your Courses: BooksMatch - 5:43
How to Navigate the Roadmap Dashboard 7:17
How to Navigate the Courses - 12:52
Not a member of the Bookkeeping Skills Lab? Click here and request to join.
Click the button below to view the complete step-by-step roadmap
for building a confident, profitable bookkeeping business—
so you always know exactly what to do next.
Click the button below to view the complete step-by-step roadmap for building a confident, profitable bookkeeping business
— so you always know exactly what to do next.
Free Stuff
Bookkeeping Skills Lab
Your spot for hands-on practice to learn by doing.
Already a member? We are so glad you are a part of our AMAZING community!
Not a member? Click here to join our group. It's FREE!
Welcome Email:
- Check your spam, junk, promotions, and social folders
- Includes the link to access your free courses that come with your group membership
Search Your Email:
- Use the search bar in your email and type “Welcome to the Skills Lab”
Purpose of the Skills Lab
- Support our Akadian materials
- Encourage one another
- Have a community of support with other Akadian students
NOT A Space to Ask Questions About:
- QBO topics (not covered in our exercises)
- Specific clients situations
- We recommend these resources for those types of questions:
-- Course-specific office hours and private Facebook student groups
-- Peer groups listed here: https://akadian.com/resources
Still Need Help? Chat with us!
Bookkeeping Skills Lab
Your spot for hands-on practice
to learn by doing.
Already a member? We are so glad you are a part of our AMAZING community!
Not a member? Click here to join our group. It's FREE!
Welcome Email:
- Check your spam, junk, promotions, and social folders
- Includes the link to access your free courses that come with your group membership
Search Your Email:
- Use the search bar in your email and type “Welcome to the Skills Lab”
Purpose of the Skills Lab
- Support our Akadian materials
- Encourage one another
- Have a community of support with other Akadian students
NOT A Space to Ask Questions About:
- QBO topics (not covered in our exercises)
- Specific clients situations
- We recommend these resources for those types of questions:
-- Course-specific office hours and private Facebook student groups
-- Peer groups listed here: https://akadian.com/resources
Still Need Help? Chat with us!
Free Class Friday
Join our free weekly class to get
hands-on practice completing our
Exercise of the Week.
Bookkeeping Skills Lab group members ONLY
Day - Every Friday
Time - 11am ET
Place - Zoom - Link can be found (on Friday mornings) in the:
- Skills Lab Agenda email - Check your spam, junk, promotions, and social folders
- Events section (click the actual event)
- Group post
Search Your Email:
- Use the search bar in your email and type “Prep for Today's Class (Livestream)”
Not getting the Skills Lab Agenda emails?
- Manage your email preferences here and check the box for Skills Lab Agenda
Duration:
- Varies depending on what's to share and what questions are asked
- Estimate - about 1 1/2 to 2 hours
Replays:
- Temporarily posted in the event in the Skills Lab Facebook Group
- Uploaded to our YouTube channel - exercise portion only
Still Need Help? Chat with us!
Exercise of the Week
Keep your stats up in BooksMatch by completing at least one exercise every 14 days...
even better you have the opportunity to complete one each week!
Included with the:
- Gym
- Membership to the Skills Lab
- Complete Roadmap
You'll find it in your BooksMatch Course Dashboard.
All Weekly Exercises:
- Over 100 exercises
Estimated Completion Time - Less than an hour per week - For those that have completed all previous exercises in the course and are ready for the next weekly exercise, as it's released.
Still Need Help? Chat with us!
Exercise of the Week
Keep your stats up in BooksMatch by completing at least one exercise every 14 days...even better you have the opportunity
to complete one each week!
Included with the:
- Gym
- Membership to the Skills Lab
- Complete Roadmap
You'll find it in your BooksMatch Course Dashboard.
All Weekly Exercises:
- Over 100 exercises
Estimated Completion Time - Less than an hour per week - For those that have completed all previous exercises in the course and are ready for the next weekly exercise, as it's released.
Still Need Help? Chat with us!
Free Exercises
Over 200 one-off exercises designed to help you sharpen your skills and learn by doing.
Each exercise focuses on a single task or scenario.
Bookkeeping Skills Lab group members ONLY
Course Access:
- BooksMatch Dashboard Link was emailed when you joined the Skills Lab
- Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Welcome to the Skills Lab”
Still Need Help? Chat with us!
Free Exercises
Over 200 one-off exercises designed to help you sharpen your skills and learn by doing. Each exercise focuses on a single task or scenario.
Bookkeeping Skills Lab group members ONLY
Course Access:
- BooksMatch Dashboard Link was emailed when you joined the Skills Lab
- Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Welcome to the Skills Lab”
Still Need Help? Chat with us!
QBO QuickStart
Sign up for your free QuickBooks Online Accountant (QBOA),
learn how to navigate, and understand basic beginner workflows.
NOTE: QBOA is transitioning over to Intuit Accountant Suite (IAS).
→ At this time, you will still create a QBOA account first and then upgrade to IAS.
→ For now, you’re able to switch back and forth between QBOA and IAS as needed.
→ Eventually, QBOA will be fully phased out and IAS will become the sole platform.
Bookkeeping Skills Lab group members ONLY
Course Access:
- BooksMatch Dashboard Link was emailed when you joined the Skills Lab
- Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Welcome to the Skills Lab”
Practice - Learn how to access the QBO Sample Company
Learn the Basics - Understanding basic customer and vendor workflows
Estimated Completion Time - 1 hour 10 mins
Still Need Help? Chat with us!
QBO QuickStart
Sign up for your free QuickBooks Online Accountant (QBOA), learn how to navigate, and understand basic beginner workflows.
NOTE: QBOA is transitioning over to Intuit Accountant Suite (IAS).
→ At this time, you will still create a QBOA account first and then upgrade to IAS.
→ For now, you’re able to switch back and forth between QBOA and IAS as needed.
→ Eventually, QBOA will be fully phased out and IAS will become the sole platform.
Bookkeeping Skills Lab group members ONLY
Course Access:
- BooksMatch Dashboard Link was emailed when you joined the Skills Lab
- Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Welcome to the Skills Lab”
Practice - Learn how to access the QBO Sample Company
Learn the Basics - Understanding basic customer and vendor workflows
Estimated Completion Time - 1 hour 10 mins
Still Need Help? Chat with us!
Xero QuickStart
Sign up for the Xero Partner Program, learn how to navigate,
and understand basic beginner workflows.
Bookkeeping Skills Lab group members ONLY
Course Access:
- BooksMatch Dashboard Link was emailed when you joined the Skills Lab
- Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Welcome to the Skills Lab”
Practice - Learn how to access the Xero Demo Company
Learn the Basics - Understanding basic customer and vendor workflows
Estimated Completion Time - TBD
Still Need Help? Chat with us!
Xero QuickStart
Sign up for the Xero Partner Program, learn how to navigate, and understand basic
beginner workflows.
Bookkeeping Skills Lab group members ONLY
Course Access:
- BooksMatch Dashboard Link was emailed when you joined the Skills Lab
- Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Welcome to the Skills Lab”
Practice - Learn how to access the Xero Demo Company
Learn the Basics - Understanding basic customer and vendor workflows
Estimated Completion Time - TBD
Still Need Help? Chat with us!
Getting Clients Toolkit
Business Focus
👩💻 PHASE 1: Get Set Up ----- 🤝 PHASE 2: Get Yourself Out There ----- 💰 PHASE 3: Get Clients
This course goes along with our bookkeeping business roadmap and our core curriculum courses.
It offers guidance for building a confident, profitable bookkeeping business.
Phase 1 - Included with:
- Any course purchase
- Membership to the Skills Lab
Phase 2 and 3 - Included with:
- Complete Roadmap
Course Access:
- BooksMatch Dashboard Link was emailed after purchase
- Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type "Access Your Courses" or “Welcome to the Skills Lab”
Estimated Completion Time - This can vary due to the Business Focus Activities.
Still Need Help? Chat with us!
Getting Clients Toolkit
Business Focus
👩💻 PHASE 1: Get Set Up
🤝 PHASE 2: Get Yourself Out There
💰 PHASE 3: Get Clients
This course goes along with our bookkeeping business roadmap and our core curriculum courses. It offers guidance for building a confident, profitable bookkeeping business.
Phase 1 - Included with:
- Any course purchase
- Membership to the Skills Lab
Phase 2 and 3 - Included with:
- Complete Roadmap
Course Access:
- BooksMatch Dashboard Link was emailed after purchase
- Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type "Access Your Courses" or “Welcome to the Skills Lab”
Estimated Completion Time - This can vary due to the Business Focus Activities.
Still Need Help? Chat with us!
Akadian Accounting Education
YouTube Channel
We have an enormous library of videos.
Weekly Training Videos:
- Hands-on practice exercise
Weekly Quiz:
- Test your knowledge
- Reinforce what you’ve learned
Industry Tips:
- Short, insightful videos
- Practical tips, expert pointers, and valuable knowledge
Akadian Accounting Education
YouTube Channel
We have an enormous library of videos.
Weekly Training Videos:
- Hands-on practice exercise
Weekly Quiz:
- Test your knowledge
- Reinforce what you’ve learned
Industry Tips:
- Short, insightful videos
- Practical tips, expert pointers, and valuable knowledge
Everything Doc
This guide will walk you through all the details on the process of preparing for
and taking the QBO ProAdvisor exams.
Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Your QuickBooks ProAdvisor guide is here!”
Still Need Help? Chat with us!
Everything Doc
This guide will walk you through all the details on the process of preparing for
and taking the QBO ProAdvisor exams.
Check your spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Your QuickBooks ProAdvisor guide is here!”
Still Need Help? Chat with us!
5-Day Gym Challenge
Get a glimpse of the first month of the Gym while working through the same
scenarios you’ll encounter on the job before you work with the client.
Already signed up?
- BooksMatch Dashboard Link was emailed
- Check your inbox, spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “DAY 1: Welcome to the 5-Day Bookkeeping Challenge and Meet Your Client Craig! 🎉”
Sneak Peek:
- Get access to the first month of the QBO Gym
- Experience what it’s like before committing to the full Gym.
Estimated Completion Time - 3 to 4 hours
Still Need Help? Chat with us!
5-Day Gym Challenge
Get a glimpse of the first month of the Gym while working through the same scenarios
you’ll encounter on the job before
you work with the client.
Already signed up?
- BooksMatch Dashboard Link was emailed
- Check your inbox, spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “DAY 1: Welcome to the 5-Day Bookkeeping Challenge and Meet Your Client Craig! 🎉”
Sneak Peek:
- Get access to the first month of the QBO Gym
- Experience what it’s like before committing to the full Gym.
Estimated Completion Time - 3 to 4 hours
Still Need Help? Chat with us!
BooksMatch Profile
Your BooksMatch Profile is a professional accountant profile—to showcase
your skills, certifications, and credibility as you grow.
This is also your dashboard where you will access all your courses.
BooksMatch Profile:
- Complete your profile to get it ready to share
Profile Image:
- Update your profile pic: must be under 1 megabyte
- Student shared website to compress images
LinkedIn:
- Add your LinkedIn Profile Link
Credly:
- Learn how to accept your badges into Credly and then share them
Certifications
- Link your certification badges to your profile
Share It:
- Copy your profile link and share it anywhere
Still Need Help? Chat with us!
BooksMatch Profile
Your BooksMatch Profile is a professional accountant profile—to showcase your skills, certifications, and credibility as you grow.
This is also your dashboard where
you will access all your courses.
BooksMatch Profile:
- Complete your profile to get it ready to share
Profile Image:
- Update your profile pic: must be under 1 megabyte
- Student shared website to compress images
LinkedIn:
- Add your LinkedIn Profile Link
Credly:
- Learn how to accept your badges into Credly and then share them
Certifications
- Link your certification badges to your profile
Share It:
- Copy your profile link and share it anywhere
Still Need Help? Chat with us!
Core Curriculum
Bookkeeping Fast Track
Education Focus
📚 PHASE 1: Lay the Foundation
This is a comprehensive transformation program that takes you from surface-level knowledge to a deep understanding of bookkeeping and accounting principles.
Learn and specialize in what
really matters to CPAs.
Already purchased?
- BooksMatch Dashboard Link was emailed
- Check your inbox, spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Access Your Courses - Bookkeeping Fast Track”
Overview:
- Understands the deep "why" behind every transaction
- Know exactly what CPAs look for when reviewing your work
- Confidently handle complex bookkeeping scenarios that stump others
- Position yourself as a strategic advisor, not just a numbers person
Estimated Completion Time - About 36 hours
Private Facebook Group:
- Ask questions and get answers, exchange ideas, and build confidence together
Fast Track Office Hours:
- Only available to Bookkeeping Fast Track students
- Included with your course - No need to sign up.
- One-on-One sessions: Ask bookkeeping and course-related questions.
- How to Join the Call?
-- Bookkeeping Fast Track course → menu header
Still Need Help? Chat with us!
Bookkeeping Fast Track: PLUS
This is your just-in-time toolkit for the
real world of bookkeeping.
Bookkeeping Fast Track Students Only: Click here to purchase Fast Track.
- Additional cost for this add-on - at times included in special offers
- Not available as a standalone purchase
- Included with the Complete Roadmap
Don't have access to the Fast Track: Plus?
Overview:
- Special Situations: Growing collection of unique client scenarios not covered in Foundations
- Troubleshooting: Equips you to spot and resolve issues that often appear around period end
Unlocks the Fast Track Plus Bonus (Inside the Foundations course):
- Helps with passing Intuit's Bookkeeping Certification exam
Estimated Completion Time - Will continuously change as lessons are added
QBO Gym
Education Focus
📚 PHASE 2: Build Your Confidence
Get experience and build your money-making confidence in the QBO Gym with hands-on training and learn by doing. Complete
Year 1 and get earned access to Year 2.
*Timestamp
How to Search the Gym for Specific Topics/Exercises - 1:22
Already purchased?
- BooksMatch Dashboard Link was emailed
- Check your inbox, spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Access Your Courses - QBO Gym”
Overview:
- Get real-world experience: Learn how to handle those challenging scenarios
- Step-by-Step Guidance: Never guessing what you are supposed to do next
- Implementation: Understand how to actually apply what you have learned
- Save Time: Practice and speed up your process to get more work done
Need to Search for a Specific Exercise?
- Learn how in the video above - See the timestamp.
Estimated Completion Time - Year 1: 42 hours; Year 2: 42 hours
Still Need Help? Chat with us!
🎉 Big updates are coming to your Cleanup Course!
We’re rebuilding this program from the ground up to reflect the new Intuit Accountant Suite, deepen your skills,
and give you even more hands-on
practice and support.
➡️ Click here to read the exciting Cleanup News and see what’s
QBO Cleanup
Education Focus
📚 PHASE 3:
Specialize & Price Your Services
Learn how to implement a systematic approach to QBO cleanup that saves hours of time.
Already purchased?
- BooksMatch Dashboard Link was emailed
- Check your inbox, spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Access Your Courses - Fast & Easy QBO Cleanup”
Overview:
- Complete Step-by-Step Workflows: Comprehensive checklists
- Hands-On Practice With Real-World Scenarios: Complete cleanup project
- Communicate Effectively: Learn this incredibly valuable skill
Estimated Completion Time - Course: 4-5 hours; Final Project: 25-30 hours
Private Facebook Group:
- Ask questions and get answers, exchange ideas, and build confidence together
Cleanup Office Hours:
- Only available to Fast & Easy QBO Cleanup students
- Included with your course - No need to sign up.
- One-on-One sessions: Ask cleanup and course-related questions.
- How to Join the Call?
-- Fast & Easy QBO Cleanup course → menu header
Still Need Help? Chat with us!
QBO Cleanup Certification
Education Focus
📚 PHASE 3:
Specialize & Price Your Services
Earn the prestigious Akadian QBO Cleanup Certification by doing real work in
the field and having it reviewed.
QBO Cleanup Students Only: Click here to purchase Fast & Easy QBO Cleanup.
- Additional cost for this add-on - at times included in special offers
- Not available as a standalone purchase
- Included with the Complete Roadmap
Course Access:
- This is a separate course that will show in your Roadmap Dashboard.
Don't have access to the Cleanup Certification?
Overview:
- Receive a Credly Badge that can be verified and shared publicly
- Shows you've gone through the training
- Proves your cleanup specialist skills
Estimated Completion Time - Vary depending on each cleanup
Intuit Certifications
Click the button below to learn more about the differences between QBO ProAdvisor Certifications and Intuit’s Bookkeeping Certification—and get the complete guide to passing the Intuit Bookkeeping Certification exam.
Intuit Bookkeeping Certification
Need help? Check out our Bookkeeping Fast Track course.
Education Focus
📚 PHASE 1: Lay the Foundation
Our entire course will prepare you with the knowledge to pass Intuit's Bookkeeping Certification exam. The bonus module (Fast Track Plus Bonus: Pass the Intuit Bookkeeper Exam) will prepare you for the unique
testing style and review key areas
that you will be tested on.
QBO ProAdvisor Certifications
Need help? Check out our
companion courses.
Level 1 QBO ProAdvisor
Education Focus
📚 PHASE 1: Lay the Foundation
This companion course helps you learn what you need to know to pass the
QBO ProAdvisor Level 1 exam in
less than 5 hours.
Already purchased?
- BooksMatch Dashboard Link was emailed
- Check your inbox, spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Access Your Courses - QBO ProAdvisor Certification”
Overview:
- Knowledge: Understand terms from the exam
- Videos: Visual training of how to complete our hands-on exercises
- QuickNotes: Follow along as you prepare for the exams
- Interactive Exercises & Sample Quizzes - Learn by doing as you practice
Estimated Completion Time - About 5 hours, not counting exam time
Still Need Help? Chat with us!
NOTE: Contact Intuit at [email protected] for issues with their training materials, exams, or receiving your certifications. We are not Intuit, so we cannot troubleshoot these issues.
Level 2 QBO ProAdvisor
Education Focus
📚 PHASE 2: Build Your Confidence
This companion course helps you learn
what you need to know to pass the
QBO ProAdvisor Level 2 exam
in just 7 to 8 hours.
Already purchased?
- BooksMatch Dashboard Link was emailed
- Check your inbox, spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Access Your Courses - QBO ProAdvisor Certification”
Overview:
- Knowledge: Understand terms from the exam
- Videos: Visual training of how to complete our hands-on exercises
- QuickNotes: Follow along as you prepare for the exams
- Interactive Exercises & Sample Quizzes - Learn by doing as you practice
Estimated Completion Time - About 7 to 8 hours, not counting exam time
Am I ready for the Level 2 ProAdvisor Certification? Click here to learn more.
What's Next? Payroll or Level 2 - Click here to learn more.
Still Need Help? Chat with us!
NOTE: Contact Intuit at [email protected] for issues with their training materials, exams, or receiving your certifications. We are not Intuit, so we cannot troubleshoot these issues.
QBO Payroll ProAdvisor
Education Focus
📚 PHASE 2: Build Your Confidence
This companion course helps you learn
what you need to know to pass the
QBO Payroll ProAdvisor exam
in just 4 hours.
Already purchased?
- BooksMatch Dashboard Link was emailed
- Check your inbox, spam, junk, promotions, and social folders
Search Your Email:
- Use the search bar in your email and type “Access Your Courses - QBO ProAdvisor Certification”
Overview:
- Knowledge: Understand terms from the exam
- Videos: Visual training of how to complete our hands-on exercises
- QuickNotes: Follow along as you prepare for the exams
- Interactive Exercises & Sample Quizzes - Learn by doing as you practice
Estimated Completion Time - About 4 hours, not counting exam time
What's Next? Payroll or Level 2 - Click here to learn more.
Still Need Help? Chat with us!
NOTE: Contact Intuit at [email protected] for issues with their training materials, exams, or receiving your certifications. We are not Intuit, so we cannot troubleshoot these issues.
Student Support
Have A Question?
Chat With Us
Get instant answers and clear direction
for FAQs and navigating the
Student Success Guide.
Click the message bubble icon in the lower right
corner of your screen to chat with us.
We’re here to help you find what you need—fast.
NOT a resource for answering bookkeeping or cleanup questions
One-on-One Support
Ask questions about specific courses or a guided learning path
This option is for guidance:
Where do I start?
What courses do I need to take?
Now that I’ve finished this course, which one should I take next?
Will you train my staff?
Click here to schedule time with one of our team members to walk you through the options and see what’s best for you. We’re ready to help.
NOT a resource for answering bookkeeping or cleanup questions
Support Groups
A place for students to connect with one another as they work through our courses. AMAZING communities
where we lift each other up
and grow together.
Bookkeeping Skills Lab
A space to:
Ask questions regarding Akadian materials and get community support.
Celebrate wins — big or small!
Search first. Use the group’s search bar — your question may already be answered.
Not a space for:
Random posts:
- No promotions, spam, or clutter
- Only post content directly connected to our Akadian materials
- Avoid random posts, off-topic content, or clutter
Questions Not Covered in Akadian Materials:
- The help we can offer you is specific to the exercises we have provided.
- If you would like us to create an exercise about a specific topic, please let us know.
- For general help with topics that we don't cover in our materials, we recommend the peer groups listed here: https://akadian.com/resources
Sending messages to other students or the admins:
- See the Facebook group rules
- Do not send questions through Facebook Messenger
- Contact support and we can help.
Course-Specific Private Groups
~ Requires purchasing the course to join the group ~
Ask questions and get answers.
Share insights, exchange ideas, and collaborate with peers who understand exactly what you’re learning.
Build confidence together.
IS a resource for answering bookkeeping or cleanup questions
Current Groups:
Bookkeeping Fast Track Student Group
QBO Cleanup Student Group
The link to join the group is inside
the related course. Be sure to answer
the group question to be accepted!
Discounts
People frequently ask us how they can get discounts on our products.
Here's the scoop...
Student Discount
If you’ve taken any of our ProAdvisor certification courses, there’s a 25% off student discount coupon available in the “Next Steps” section after you pass your test. This coupon is good for most products in our catalog.
Earned Savings
There are also savings associated with certain activities. For example, if you complete the QBO Gym 5-Day Bookkeeping Challenge, you have a limited opportunity to purchase the Gym at a discount: https://www.akadian.com/gym5
Group Discounts
We also have discounts available in some groups/courses that you may belong to. Ask your group leader for their coupon code – we can’t give it to you on their behalf. If your leader says they don’t have a code, please have them reach out to https://akadian.com/support, and we can discuss their options.
Advertisements
You may see some of our ads running on Facebook and other places. These often offer discounts as well. Sometimes they’re only good for as long as the ad is up, and other times they’re ongoing. Quick tip: The only way to get these prices is to click on the ad.
Promotions
We occasionally run special, limited-time promotions.
These sales are advertised in our newsletter, which typically comes out every Friday.
We also send emails to folks who, according to our records, have not purchased that particular course.
If you prefer to never receive promotional emails (and are OK missing the deals!), every email contains a link to manage your preferences.
Note that if you click the Unsubscribe button instead, we cannot email you at all – including support for any courses you’ve purchased.
If you would like - join our mailing list to receive our newsletter and promotional emails, so you don't miss the deals. You can pick what email lists you want to be on and which ones you don't.
Bookkeeping Resources
Although we wish we could, Akadian cannot be everything to everyone. That’s why we partner with some great folks to help you in the areas that we can’t. We are happy to point you to some additional resources.
⭐️ Partner Events & Specials
No Events or Specials at this time.
🔗 Helpful Links
📚 Bookkeeping Training
BOOKKEEPER LAUNCH is the largest and most well-known full-service program to start and grow your bookkeeping business. Click here for details.
INTUIT offers free training and certification in bookkeeping principles (as well as taxes) through their Intuit Academy program. Click here for details.
ACCOUNTING COACH makes accounting easy for anyone. Includes explanations, practice quizzes, games, and more. Click here to check it out.
🌱 Start Your Bookkeeping Business
AMBITIOUS BOOKKEEPER – Starting your business doesn’t have to be complicated. Click here to check out their courses.These are the exact steps you need to get your Bookkeeping Business started. Hundreds of students have followed this checklist & have successful businesses now. Click here to download the checklist.
💰 Marketing
5MB ACADEMY teaches you how to Market Like an Extrovert and win quality bookkeeping clients. Click here for details. Want to grab “The Virtual Bookkeeper’s Toolbox”? Click here to learn more.
🌟 Specialty Training
Shopify – Would you like to do bookkeeping for the growing field of e-commerce? Discover the essentials and workflows to take on Shopify bookkeeping like a pro. Click here for details.
Real Estate Investor Bookkeeping – What special things do you have to keep in mind when handling the books for a real estate investor? More than you think!! Learn what makes REI bookkeeping unique and the benefits of specializing in this area. Click here to learn more.
Non-Profit Bookkeeping – Coming soon!
The CFO Project – A trusted resource that helps business owners understand their numbers and make stronger financial decisions. Their tools and training give you practical, actionable CFO-level insights—without needing a full-time CFO. This is the next step for our students that complete our programs and want to offer CFO and Advisory services. Click here to explore their programs and see how they can support your growth. Click here for more details.
Click here to get immediate access to the CFO Advisor Earnings Calculator.
Are you already familiar with The CFO Project? Ready to get more information or speak to an enrollment advisor? Book a call here.
👥 Bookkeeping Peer Groups
Ask a Bookkeeper – What if there was a 1-800-BOOKKEEPER you could call anytime you got stuck?
In this video, Margie sits down with Corry Jankowski to break down what ABA really is — and why it’s different from anything else in the industry.
Bookkeeping Side Hustle – For people interested in learning more about bookkeeping as a side hustle (or main hustle) to earn more income!
5MB Bookkeeping Community – A positive and helpful community -- hosted by Veronica Wasek, a bookkeeping business mentor, educator, and founder of 5MB Academy -- made up of bookkeepers, accountants, and SMB's where you can safely ask questions (no dumb questions here).
Ambitious Bookkeeper – This community is a 'members only' place for those who opted in to a free download or purchased a program at ambitiousbookkeeper.com. A community geared toward experienced bookkeepers and accountants who want to start a bookkeeping business to share insights, wins, and struggles as well as offer support for others in the same boat. Whether you are starting a bookkeeping side hustle or ready to level up and grow your business, welcome home!
Millionaire Bookkeeper – Helping Six-Figure Bookkeeping Entrepreneurs scale your business with intention, reclaim your time, and build your dream life.
💬 Extra Support
Have you ever wished you had a CPA on speed dial? Ask a CPA by Nancy McClelland (The Dancing Accountant) is a community for bookkeepers who want to level-up their accounting game and increase collaboration with their clients’ CPAs and tax preparers. Click here to find out more.
📊 Accounting Tools
Financial Cents – an easy to use workflow and practice management tool that helps you track client work, collaborate with clients, and get paid faster. Use code Akadian10 at the time of purchase to receive 10% off the Financial Cent’s Annual Scale or Team Plan.
Click here to explore some free downloadable templates.
Click here to sign up for a free 14 day trial.
In this video Margie Remmers-Davis interviews George Abdelmessih, Head of Sales at Financial Cents. They explore how Financial Cents' software streamlines a CPA or Bookkeeping firm's management operations, dealing with the problems common in the clunky and outdated financial management software used by a majority of accounting and bookkeeping professionals.
Dashboard Designers – shows you how to create custom, client-friendly dashboards that instantly showcase financial insights—so you can confidently step into high-ticket advisory services and 2X your income while working part-time hours.
In this video, Margie interviews Layne Booth, CEO and owner of Dashboard Designers. They explore how Dashboard Designers help bookkeepers provide a higher level of financial understanding for their clients. Margie and Layne discuss Layne's background, education, how Dashboard Designers started, and some important details about how Layne builds financial dashboards for small to medium sized businesses. They also discuss how Layne' program teaches financial professionals to manage their client's dashboard and tips to promote the concept.
Excel University – offers self-paced courses designed to help bookkeepers and accountants work smarter with spreadsheets. From mastering formulas and pivot tables to automating reports, you’ll learn how to make Excel a powerful tool in your bookkeeping workflow.
🎧 Our Favorite Podcasts
The Unofficial QuickBooks Accountant Podcast. You must listen to this podcast!!! Alicia Katz Pollack and guest co-hosts (including Akadian's very own Margie Remmers-Davis) break down everything you need to know about Intuit, QBO, and how it all affects us as accounting professionals.
Bookkeepers On Fire Podcast – Join Debbie Kilsheimer and Donna Reade, two fiery expert Solo Bookkeeping Business Owners, on their podcast adventure where they fearlessly tackle your burning questions about creating the Bookkeeping Business of your Dreams.
Need CPE? Listen to podcasts via Earmark.
The Ambitious Bookkeeper Podcast– This is for bookkeepers & accountants who are growing or aspiring to start their own business. They share actionable tips on running a bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business.
▶️ Our Favorite YouTube Channels
FinePoints Bookkeeping – Helping bookkeepers get organized.
5 MinuteBookkeeping – Short, concise tutorials about Shopify and virtual bookkeeping.
Hector Garcia CPA – THE QuickBooks expert on YouTube.
Accounting Stuff – Fun, explanatory videos about accounting basics.
Mark Wickersham – Learn powerful pricing strategies to charge what you’re worth.
Ambitious Bookkeeper – Level up your small business bookkeeping, accounting, and advisory skills, and learn how to start or grow a bookkeeping business.
Millionaire Bookkeeper – Learn more about Real Estate Investment bookkeeping
You’ve Got This!
We are here to provide help and support along your bookkeeping journey. Our mission is to provide an incredible learning experience for our students and bring clarity to accounting—so business owners can finally see, understand, and use their numbers to drive confident growth. We believe that when businesses thrive, families thrive. When families thrive, communities thrive. And when communities thrive, a nation thrives.
Clarity Above All
Practice Over Theory
Elegance in Execution
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