Course curriculum

    1. Welcome

    2. Essential Concept: The Perfect P&L

    3. Essential Concept: The Gold Standard Service

    1. Apron (2025)

    2. Apron Tips & Tricks (2025)

    3. Apron Habits Mini-Series (Part 1 - Getting Started) (2025)

    4. Apron Habits Mini-Series (Part 2 - Workflows) (2025)

    5. Apron Habits Mini-Series (Part 3 - Payroll Payments) (2025)

    6. Briefcase (2025)

    7. Dext (2025)

    8. Dext - Data Health (2025)

    9. Dext ROI Blueprint - Efficient Bookkeeping and Profitable Advisory (2025)

    10. Dext for Streamlining Processes (2025)

    11. GoProposal by Sage (2025)

    12. GoProposal 4-Part Series (Part 1) (2025)

    13. GoProposal 4-Part Series (Part 2) (2025)

    14. GoProposal 4-Part Series (Part 3) (2025)

    15. GoProposal 4-Part Series (Part 4) (2025)

    16. TaxDome (2025)

    17. Tax Dome Practice Management and Automation (2025)

    18. Clearcut Outsourcing (2024)

    19. InfraZen: Accountancy Software and Backups (2024)

    20. Know-It (2024)

    21. Client Engager (2023)

    22. Client Window (2023)

    23. Xero (Part 1 2023)

    24. Xero (Part 2 2023)

    25. Xero (Part 3 2023)

    26. Risk Dashboard (2022)

    1. Journal for Social Media (2025)

    2. Zapier Agents (2025)

    3. How to build a custom GPT (2025)

    4. Chat GPT (2024)

    5. Canva (2023)

    6. Pinterest (2023)

    7. Wix (2024)

    8. Tailwind (2023)

    1. Handling Business Challenges (Insolvency and Early Warning Signs) (2025)

    2. Insurance Products with Business Protect (2025)

    3. Economics for Bookkeepers with Zoe Whitman (2024)

    4. Sustainable and Responsible Investing with Isabel Clark (2024)

    5. 3 Trends to Watch in 2024 (2024)

    6. Hormones and Menopause with Jane Pangbourne (2024)

    7. Stress, Overwhelm and the Capacity of the Mind with Emma Treharne (2024)

    8. Brand Photography with Pippa Tanko (2024)

    9. Money Mindset and Wealth with Emma Wright (2024)

    10. Interactive Brand Identity with Brigitte Brands (2024)

    11. Gut Health with Jo Cunningham (2024)

    12. Entrepreneurial Confidence with Osmaan Sharif (2024)

    13. Buying and Selling Clients Fees with Jo Wood, Kath Vincent and Beatrix Szasz

    14. Business Growth Strategies with Gill Russel (2023)

    15. Personal Style with Lisa Talbot (2023)

    16. Insurance with Donna Robertson from Squared Brokers (2023)

    17. Leadership with Melissa Curren (2023)

    18. Mindset with Kim Searle (2023)

    19. Goal Based Planning with Isabel Clark (2023)

    20. Business Branding with Philippa Haynes (2023)

    21. How to create a planner or journal (2022)

    22. RISE Framework for Finding Clients (2023)

    23. Passive Income with Jo Wood

    1. MTD for Income Tax Presentation

    2. Pricing MTD (2025)

    3. Xero MTD Resources (2025)

    4. Xero MTD Resources for Clients (2025)

    1. IR35 with Trinity Tax (2025)

    2. Insolvency with Leonard Curtis (2025)

About this course

  • 66 lessons
  • 52 hours of video content