Products
Courses you can start today
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Business Valuations Master Class
Compare valuation methods and identify what drives a business’s value.
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Accounting
Read a balance sheet and trace how profit differs from cash flow.
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Business Planning
Turn a business idea into a plan you can discuss with an advisor.
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Explaining Financial Results to Non-Financial Managers
Explain a change in financial results to someone outside the finance team.
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Business Processes
Map how work moves through a business and identify a control to improve.
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Marketing & Sales
Connect a customer’s needs to a marketing and sales plan.
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Entrepreneurship
Evaluate an opportunity before committing time and money.
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Business Law
Recognize a legal question to raise with a qualified advisor.
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Mastering Form 1040: Comprehensive Tax Return Review and Advanced Strategies
Trace the entries on Form 1040 and identify questions for a return review.
Memberships and bundles
Downloads
Member community
Coming soon
These courses are in development. Open a course for its current availability.
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The Small Business Tune-Up Kit
Digital downloadA fillable workbook for owners and advisors. Check 12 areas of the business, trace concerns to evidence, and choose one priority. Includes a worked cash-flow example and a 30-day action and review plan.
Free
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Business Planning Outline & Worksheet
Digital downloadEmbark on your entrepreneurial journey with confidence using our "Business Planning Checklist & Evaluation Worksheet." Designed to guide both aspiring entrepreneurs and current business owners to navigate the critical aspects of any business.
Free
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Business Valuations + All Course Access
BundleLearn the intricacies of Business Valuations and get full access to our entire course library for 30 days at no cost. Renew monthly to continue learning from our talented team of business instructors, cancel anytime!
$39 / month with 30 day free trial
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Business Valuations Masterclass + Full Courses Access
Bundle$39 / month with 30 day free trial
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Mastering Form 1040: Comprehensive Tax Return Review and Advanced Strategies
CourseThis course provides a comprehensive examination of Form 1040 individual tax returns, encompassing fundamental review principles and advanced tax planning strategies. Participants will learn best practices for accurate tax reporting and reducing risk
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Plus Plan
BundleGet access to everything in our standard plus exclusive master classes in technology, practice growth and management, digital marketing, and more.
$997 / year with 30 day free trial