Want to access your course content?

Click "My Dashboard" in the upper right hand corner.

Course curriculum

  • 1
    Welcome, Start Here!
    • Welcome to Empowered Employee!
  • 2
    Weekly Team Calls
    • [11/21/24] Pre-Thanksgiving Reminders & Fun
    • [11/14/24] Year End Preparation
    • [11/7/24] Otter AI, 2025 Master Docs
    • [10/31/24] New 1099s & W9s Process & Storage
    • [08/22/24] Updates on Financial Cents Client Tasks & Reminders
    • [06/13/24] Updates on PayPal Login, Holiday Breaks, Accountable Plans
    • [06/06/24] FinancialCents Intro
    • [04/25/24] Updates on Bank Statements & AP/AR/HOE Documents
    • [02/15/24] Updates on 2024 Processes, AP/AR/HOE Documents, Deleting Files
    • [02/01/24] Updates on Tax Organizers, Closing 2023 Books, Software Updates, Retirement Plans/Vesting
    • [01/25/24] Updates on 1099s, Closing 2023 Books, Client Info Sheets, Health Insurance, Bank Account Info Tiles
    • [01/18/24] Updates on Meetings, Accountable Plan, 1099s, MEC, Bank Statements
    • [01/11/24] Updates on Health Insurance, Statement Storage, 1099s
    • [01/04/24] New Year Refresh!
  • 3
    Training Call Recordings
    • [8/31/23] Leading Client Calls - The Structure
    • [9/7/23] Uncovering Client Goals
    • [9/14/23] The "A" Team
    • [9/21/23] What to Cover on Client Calls
    • [9/28/23] Team Open Coaching Call
    • [10/5/23] Asking Better Questions - Internally
    • [10/12/23] Behind the Scenes: Empowered Profit
    • [10/19/23] Unresponsive Clients: Escalation Discussion
    • [10/26/23] Tax Overview for Everyone
    • [11/2/23] S Corps, Payroll and Compliance
    • [11/9/23] Accountable Plan, Augusta Rule and Estimated Tax Payments
    • [11/30/23] Year End Close Review
  • 4
    Real Life Examples
    • Cash Flow: "I'm spending more than I'm making"