NEW!  "BOOKKEEPING FOR TAX PROS" LIVE TRAINING PROGRAM

Get Confident with Bookkeeping--PRONTO!

Every tax pro knows the pain of receiving messy, incomplete, and/or confusing bookkeeping. Stop guessing. Start preparing easier, more profitable tax returns because you finally feel CONFIDENT when handling clients' books--no matter how screwed up those books are!

One Payment of $999

or 3 payments of $367
 

Enrollment Closed on Wednesday.
00d : 00h : 00m : 00s

Limited seats available for these live sessions!

All sessions recorded and available to you later in case you miss a live session!

10 IRS CE Hours
10 CPA CPE Hours

What Is This Course & Why Do You Need It?

Andrea MacDonald, CPA
Meet Your Teacher

Andrea MacDonald, CPA

CEO of Pronto Tax School, Inc.

  • CEO, Steadfast Bookkeeping in Chesapeake, Virginia.
  • CPA with 20+ years of accounting experience.
  • Expertise in: Accounting, Bookkeeping, Payroll, QuickBooks®, Business Tax Preparation, Tax Planning, and Tax & Accounting Technology.

The Format for Each Live Session:

Focused Training

Prepared training from Andrea on a crucial bookkeeping topic that directly affects tax pros.

Real-World Case Study

Case study example showing step-by-step, hands-on how stuff works in real life, NOT just "book learning."

Open Q&A & Mentorship

Open Q&A and group discussion. Bring your questions, bring your concerns. Learn directly from a CPA expert mentor who truly cares about YOU!

Is this course for you?

Who This Program Is For

The Learner

Tax Professionals who want to understand client books without becoming full bookkeepers yet.

The Efficiency Seeker

Tax Pros who want to reduce stress, clean up returns faster, and stop guessing.

The Problem Solver

Tax Professionals who regularly receive messy, incomplete, or confusing books.

The Future Planner

Anyone considering adding bookkeeping services later and wanting a strong base.

Course Schedule & Topics

Practical, tax-focused, and designed for real-world scenarios.

1/7/26 at 8pm EST / 5pm PST

Foundations Day

  • Accounting Terms: What Tax Pros Really Need to Know.
  • Debits and Credits: Explained the Tax-Pro Way.
1/14/26 at 8pm EST / 5pm PST

Financial Reports & Mapping

  • Financial reports: Income statement (P&L), Balance Sheet, GL, Trial Balance.
  • Combining categories from the books on the tax returns.
  • Categories on the tax return vs the books.
  • Closing out distributions to RE.
1/21/26 at 8pm EST / 5pm PST

Payroll Essentials

  • Payroll essentials.
  • Tying out payroll to W3.
  • S-Corp shareholder medical treatment.
1/28/26 at 8pm EST / 5pm PST

Troubleshooting & Cleanup Day

  • Fixing OBE issues.
  • How to create a balance sheet when there is no legit bookkeeping.
2/4/26 at 8pm EST / 5pm PST

Balance Sheets & Final Review

  • How to troubleshoot when Schedule L does not balance.
  • Final Q&A and revisit topics as needed.

Learning Objectives for this Program:

  • Read and understand core financial reports with confidence
  • Identify and resolve common bookkeeping issues that impact tax returns
  • Know when something’s wrong — and exactly what to ask the client for
  • Understand connections between book categories and tax categories
  • Handle payroll reconciliation issues without stress
  • Troubleshoot imbalances and missing information
  • Handle business tax returns more efficiently, accurately, and profitably
Tax Professional Success

More Confident With Bookkeeping =
Better Tax Season!

If you want cleaner tax returns, fewer "unpleasant surprises," and more CONFIDENCE, this program was made for YOU!

Best Value - Save $102

Pay In Full

$999
One-time payment
  • Instant Access
  • Best Price, Save $102
  • 365 Days Access
SOLD OUT

Payment Plan

$367
Per Month for 3 Months
  • Instant Access
  • Super-Affordable Monthly Payments
  • 365 Days Access
SOLD OUT
Enrollment Closed on Wednesday.
00d : 00h : 00m : 00s

Additional Course Details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program.
  • Recommended CPE Credit: 10 hours
  • Recommended CE Credit: 10 hours
  • NASBA Field of Study: Taxes.
  • Program Knowledge Level: Intermediate.
  • NASBA Sponsor: Pronto Tax School, Inc.
  • NASBA Sponsor #: 143984
  • Prerequisites: General knowledge of federal tax law and its practical application.
  • Advance Preparation: Prior completion of at least one basic-level training program for tax professionals, such as the Pronto Tax School Basic Income Tax Course.
  • IRS-Approved Education Provider: Pronto Tax School, Inc.
  • IRS Education Provider Number: MPMDK-T-00194-25-S
  • Refund / Cancellation Policy: Full refund available within 14 days of purchase if you are unsatisfied for any reason (except if course completed more than 75%, in that case, there will be no refund available, even if within 14 day period).
  • Complaint Resolution Policy: Click the green "Need Help?" button below to contact our support team anytime. We resolve any issues amicably and working as a teammate with our valued Members.
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© 2026 Pronto Tax School, Inc. All rights reserved.

Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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