The Accounting Lifecycle Course + Ultimate Year-Round Checklist
Revolutionize the way you manage client work
Are you an accountant, bookkeeper, or tax professional
Looking to streamline your accounting workflows, reduce stress and errors, and enhance your client relationships?
If this is you, then I have something special to share!
Imagine a firm where managing accounting work feels effortless...
where month-end isn’t a mad dash, it's a smooth monthly checkpoint
where year-end isn’t a scramble, it's a clear path to the finish line
where tax season is not a fire drill, it's a clean handoff to the tax pro
What if your accounting systems could work for you, not against you?
The truth is this reality is much closer then you think!
I have just the system for you...
Introducing
The Accounting Lifecycle Course + Ultimate Year-Round Checklist
A step-by-step accounting framework designed for bookkeepers, accountants and tax professionals to:
- Reclaim Your Time: focus on what matters most by prioritizing tasks and eliminating last-minute stress
- Eliminate guess work: follow proven principles and best practices to ensure accuracy in every step
- Simplify workflows: know exactly what to do and when, so you can reduce errors and delays across all client work
- Strengthen Client Relationships: build aligned and collaborative relationships based on year-round engagement
Scale with Confidence
This Customizable, Done-For-You Accounting Services Cheat Sheet is transforming firms one checklist at a time!
Why Choose the Accounting Lifecycle Course + Checklist?
Tried and tested system
Simple, actionable steps
Comprehensively designed
Heartfelt Words from Happy Clients
Business Planning Course is like a "Defibrillator" for your business!
This experience was like a business defibrillator. It’s like two shocks to the HEART to bring COLOR and LIFE back into your business. One of my biggest takeaways is Knowing the VALUE of what I truly provide helps guide me to see the importance of pricing for VALUE and not just pricing for average time spent on specific services. Now I annualize everything based on our value-based services!
Liz Brenden
Get Clarity on your business AND numbers!
Just finished the Business Planning Essential course. Over the years as a business owner and entrepreneur, I have heard people say that you should always know your numbers and be able to track them. The revenue exercises and bonus tools really allowed me to understand my numbers and financials as never before. The course enhanced my business in so many unexpected ways and I will recommend it to any entrepreneur or aspiring business owner.
Sharon Barnes
My vision and mission statement is so much clearer!
If I learned nothing else in the business planning course other than a refined mission statement, that’s more than worth it for me, but there was so much more! That work was foundational to build out all the other marketing and copy and I’ve been able to start doing this with intention the last few days! I’ve been obsessed with building out my website and content now that I have such a clear vision!
Tam Nguyen
Revenue analysis so you're not flying blind!
What I really like about this Pay Yourself Calculator spreadsheet is the backward engineering using real numbers. If I want to take home $10,000 a month, how much revenue do I actually need? If I want to be a $250,000 business, what are my monthly, weekly, and daily targets? If I want to grow to $1M, how many of each of my services will get me there, and how can I price my services to meet those goals? Mariette’s spreadsheet is like a sophisticated cash flow app without the hefty monthly price tag!
Alicia Katz Pollock
More Testimonials
Treat your finances with respect!
This quick and powerful Pay Yourself Calculator course will point you toward financial clarity in a fun and energetic way. I believe that is the beginning of respecting your time and giving your business a real chance to thrive.
Patricia Iniguez
Tax Ready Books - Five Stars all the way!!!
Excellent detailed accounting synopsis with file management advice for the novice and accomplished accountant and auditor alike. Highly appreciate your enthusiasm for this topic!
(Shared on CPAAcademy.org)
Charles J., CPA
Thank you Mariette for this amazing bookkeeping course.
I’m gaining more and more knowledge with every module and every course you give. I feel more prepared now and have gained more financial literacy to help me build my bookkeeping business.
Love Mariette’s enthusiasm and energy, she explains in detail and makes everything look so easy. I recommend taking her courses and webinars as she always goes the extra mile to explain what is needed to be successful in your financial career.
Analine Salas
Thank you Mariette for Tax Ready Books!
I found this course to be highly relevant to anyone involved in financial services and looking for ways to enhance their understanding. The instructor, Mariette Martinez, wasn’t only an expert who communicated with clarity the course content through videos and written instructions, but also an altruistic professional who engaged the attendees in deeper learning by sharing with them important must-read books for their advancement.
Renan D.
Best Bookkeeping course available!
If you’re looking for a comprehensive understanding of bookkeeping and how to build your own bookkeeping business look no further.
Mariette is extremely relatable and has this gift about getting you excited when it comes to taxes and bookkeeping, she’s also really good at articulating facts and sharing bookkeeping standard practices.
Because of this course I stepped into the age of the New Age bookkeeper, everything that I do now is digital, it’s cloud driven, Mariette taught me how to stack technology in order to streamline processes, workflows, and clients books of business.
I highly highly highly recommend this course, in fact I recommend it so much that I’m going to follow my own recommendation and sign up the next time that they’re offering it. See you at the Bookkeepers Boot Camp!
Jennifer Cambrook
More member transformations!
We have more member testimonials on Google, CPA Academy.org and all of our course pages! We are so grateful for all the Social LOVE our members share! YOU ARE OUR WHY!
Mariette Martinez
This is the Missing Piece for accounting professionals
To see the entire small business accounting services journey from Start to Finish!
When your systems are complete and flow seamlessly, your work will transform from deadlines to milestones
Ready to transform your accounting system? Let’s go!
Here's everything you'll get:
- One-year full access to Accounting Lifecycle video course and course materials
- 10 videos breaking down the Accounting Lifecycle stage by stage, step-by-step
- Complete Done-for-You Accounting System ~ The Ultimate Year-Round Accounting Checklist
- In course discussions and support from Team MasterYourBooks and your peers
- Ongoing 24/7 community platform with invites to member-only exclusive events
- ✨BONUS✨ Done-For-You financial literacy workbook with 9 templates that will save you hundreds of hours from creating on your own
- ✨BONUS✨ training and templates to develop your accounting services journey
All of this for just $197!
Your 100% Risk Free Money Back Guarantee
And in case you need an extra (caring) nudge to invest in yourself.… here’s our 100% risk-free money-back guarantee:
If you feel within 24 hours after your purchase that you are not ready for this powerful learning experience, we will happily provide you a full refund, no questions asked!
Just email us within this 24 hours timeframe requesting a full refund and we’ll take care of you! That’s our promise!
Email: masteryourbooks@mariettemartinez.com
No refunds will be provided after 24 hours from purchase.
Still not sure if this is for you?
You definitely want this if you are:
An accounting pro
Who wants to optimize workflow and provide top-tier services
A tax pro seeking
A structured and smooth transition into tax-ready financials
A small business advisor
Looking to elevate their client collaborative services
