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CHECK OUT OUR UNIQUE APPROACH TO LEARNING

SCHEDULE A DEMO

CHECK OUT OUR UNIQUE APPROACH TO LEARNING

SCHEDULE A DEMO

CHECK OUT OUR UNIQUE APPROACH TO LEARNING

SCHEDULE A DEMO

ABOUT OUR COMPANY

MY TASK LMS - A Training Solution that Works

We are an online learning management system for CPA and Accounting firms. My Task LMS is based on the EdTech concept of making learning easier and more effective for CPA and accounting firms that need to train new employees and/or upskill their existing workforce.

Our Online Learning Management System automates the training and onboarding of new team members with sample sets, testing, assessments and video. The modules include different platforms (Thomson Reuters ACS, Intuit QuickBooks Online, and Intuit QuickBooks Desktop) which new employees complete in 2-3 weeks. Instead of being time-consuming, labor intensive, and removing key personnel from work flow, training is automated, efficient, and extensive.

We are a business-to-business platform that enables employers to train employees in accounting, tax, and payroll processing without the conventional overhead that makes the process extremely labor and time intensive; not to mention a non-starter in terms of ROI.

What We Do

Our Featured Training Courses

My Task LMS provides highly specialized training courses categorized into modules for better understanding & initiate employees to learn and prepare them for work expertly. Following are the three disciplines covered by our expert instructors.
Our training courses are consistent, move from module to module smoothly, and are adaptable to all learning styles.

ACCOUNTING MODULES

Accounting vertical includes training of measurement, processing, and communication of financial and non financial information about corporations.

TAX MODULES

Tax vertical includes training of mandatory contributions levied on corporations by a government entity

PAYROLL MODULES

Payroll vertical includes training of tracking hours worked for employees, calculating pay, etc

WE CAN HELP YOU WITH NEW HIRE & EXISTING TEAM MEMBER
TRAINING NEEDS & INCREASE PRODUCTIVITY!

TALK TO AN EXPERT

WHY BUSINESSES NEED MY TASK LMS ?

Historical Way of Training

DAY 1

Top Manager used

High cost
Ineffective Time Management

Different Trainers

Different Interpretations
Trainer Falls Behind on their work

All day

Training Person spends all Day Shadowing, Hands on, Software Update, Rinse and Repeat

DAY 2

Software Overview

Shadowing
Employee is given Busy Work

Multiple Trainers

Different Interpretations
Trainer Falls Behind on their work

Ineffective

Bad Habits form
Employee feels Inept having to keep asking Questions

Client Overview

Process live Client while Shadowing

DAY 3

Frustration

Culmination of Intensity to Train Correctly
Too many Questions left Unanswered
New Employee Disengaged
Trainer feels Strained to do Day Job and Support New Employee
Firm badly Represented
New Employee at Desk Attempting to Figure it out
Employee forget Everything from past Two Days
Employee Frustrated and Learning Slows or Leave

MY TASK LMS BENEFITS

Because employee training is so costly, and hiring the right employee is so critical, firms need a proven, effective training method.

MY TASK LMS-
bookkeepers handling
$15k plus after 90 days

MY TASK LMS-Managers
working on tax
planning and 50+
clients in 90-120 days

Manager Old
Method
36

Manager MY TASK LMS
3

Time comparison in months manager competency using
MY TASK LMS vs Traditional method

LEARN HOW YOUR BUSINESS CAN INCREASE EFFICIENCY AND DECREASE PRIME COSTS WITH MY TASK LMS.

BOOK YOUR APPOINTMENT

WHY CHOOSE MY TASK LMS?

Here are a few reasons why choosing us can benefit your employees and business.

TIME & WORK EFFECTIVENESS

Through My Task LMS training, staff accountants/bookkeepers become more proficient and are capable of managing assigned client accounting and/or payroll work grossing $15,000/month or more within 90 days. Furthermore, accounting & tax managers trained under our system gain the ability to complete tax planning and business & individual income tax return preparation for over 50 clients within 90-120 days.

CONSISTENCY

The trainee is given 2-3 weeks of training boot camp during which all of their focus is on learning and no real client work is assigned. The trainee has access to all of the learning materials and can go over them as many times as they need to fully absorb and comprehend the work. In addition, a 15-20 minute of daily meeting is held with your firm’s internal manager/facilitator during the training period to assist trainees with questions.

COST- EFFECTIVE

The team members have 24/7 access to the system which makes learning easier and more accessible at a competitive price.

MY TASK LMS - BUILT FOR SUCCESS

SOLUTIONS

Training and Assessment of Skills and Knowledge LMS

High Cost of Training New Employees

Recruiting and training new hires carries a high cost for accounting firms. In-house trainers are pulled away from their own vital tasks to train, resulting in lost revenue for the firm. Different trainers have different approaches, and new employees can become frustrated if not properly trained or if their learning curve is lengthy. Employee turnover increases financial costs and decreases productivity and morale.

Because employee training is so costly, and hiring the right employee is so critical, firms
need a proven, effective training method.

REQUEST A CALL BACK

To know more about MY TASK LMS, please fill in your details and we will get in touch with you soon.

OUR PROCESS

Trainees Read Instructions/Watch Videos/See Samples

Personally Paced/Regular Assessments

Repeatable Modules with 24/7 Learning Access

Trainer Role Reduced to 15-30 Minutes Daily

By the time all modules are completed, trainees will have seen most of the issues they will see during their first tax season Training is consistent, seamlessly moves from module to the next, and compatible with all learning styles.

MODULES

Accounting Modules

Accounting 000 – Welcome to your Learning Management System

LMS Overview

Accounting 001 – Introduction to Bookkeeping

Double - Entry Record Keeping
General Ledger Overview

Accounting 002 – Overview

Staff Accountant Role Defined
Financial Statement Overview
Accounting Terminology

Accounting 101 (Accounting CS)

Accounting Introduction and Timelines
Chart of Accounts and Adjusting Journal Entries
Accounting Terminology

KNOW MORE

Tax Modules

Tax 001 Overview

Business entity types
Assessment

Tax 101 – Pinnacle Auto Sample Set

Form 1120S Processing
Assessment

Tax 201 – Form 1065 US Partnership Return

Form 1065 Processing
Assessment

Tax 301 – Form 1120S US S Corporation Return

Form 1120S Processing
Assessment

401 – Form 1120 US Corporate Return

Form 1120 and F-1120 Processing
Assessment

KNOW MORE

Payroll Modules

Payroll 001 - Overview

Payroll Basics Overview
Overtime Rules
Gross Pay Calculations

Payroll 101 – Processing Live Payroll in ACS

Software Required
Payroll Client Set Up In ACS
Weeks 1-6 Processing

Payroll 201 – Quarter and Year End Reports

Year End Special Pay Items
Quarter End Payroll Returns
Year End Payroll Returns

Payroll 301 – ACS Uploads to QBO

How to upload payroll to QBO

KNOW MORE

OUR CLIENT'S SAY

Employee remembered a ROTH IRA conversion in Ultra Tax and helped a long term employee who didn't know how to execute it in the software all from using MY TASK LMS.

“Started the first video lesson of the LMS. Vince could be an accounting professor, this is all accounting 101 that I took last semester. He is good. IDK why I even took the class its all summed up in this video”

Alison Rickhoff

DISCOVER HOW MY TASK LMS CAN HELP YOU ACHIEVE YOUR FINANCIAL DREAMS THROUGH A ZERO-PRESSURE, ZERO-PITCH & ZERO-OBLIGATION MEETING.

Schedule a Demo

Online Learning Management System for Accountants and CPA Firms

Excellence in New Hire and Current Employee Training Solutions

We Can Help You With New Hire and Existing Team Member Training Needs & Increase Productivity!

ABOUT OUR COMPANY

MY TASK LMS - A Training Solution that Works

What We Do

Our Featured Training Courses

ACCOUNTING MODULES

TAX MODULES

PAYROLL MODULES

WHY BUSINESSES NEED MY TASK LMS ?

DAY 1

Top Manager used

Different Trainers

All day

DAY 2

Software Overview

Multiple Trainers

Ineffective

Client Overview

DAY 3

Frustration

MY TASK LMS BENEFITS

WHY CHOOSE MY TASK LMS?

TIME & WORK EFFECTIVENESS

CONSISTENCY

COST- EFFECTIVE

MY TASK LMS - BUILT FOR SUCCESS

SOLUTIONS

Training and Assessment of Skills and Knowledge LMS

High Cost of Training New Employees

REQUEST A CALL BACK

OUR PROCESS

MODULES

Accounting Modules

Accounting 000 – Welcome to your Learning Management System

Accounting 001 – Introduction to Bookkeeping

Accounting 002 – Overview

Accounting 101 (Accounting CS)

Tax Modules

Tax 001 Overview

Tax 101 – Pinnacle Auto Sample Set

Tax 201 – Form 1065 US Partnership Return

Tax 301 – Form 1120S US S Corporation Return

401 – Form 1120 US Corporate Return

Payroll Modules

Payroll 001 - Overview

Payroll 101 – Processing Live Payroll in ACS

Payroll 201 – Quarter and Year End Reports

Payroll 301 – ACS Uploads to QBO

OUR CLIENT'S SAY

Alison Rickhoff

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