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HHM ACADEMY

HHM Academy is a resource page providing training materials, including videos and documents, aimed at educating employees on tax and accounting methods and programs.

Step 1:
Route Sheet
Walkthrough

Step 2:
Roll Forward the
Tax Binder

Step 3:
Required
Workpapers

Step 4:
Scan Workpapers for Verification

Step 5:
Sureprep Verification

Step 6:
Confirm Prosystems Inputs

Step 7:
Create a Request List

Step 8:
Clear Diagnostics

Step 9:
Self Review

Step 10:
QBI Worksheet

Step 11:
Preparer Checklist

Step 12:
Clear Review Notes

Step 2:
Locating Client
Information

Step 3:
Review Prior Year Information

Step 4:
Rolling Forward & Synchronizing Binder

Step 5:
Adding and Deleting Workpapers

Step 6:
Importing
Trial Balance

Step 7:
Grouping
Accounts

Step 8:
Compare TB to PBC Financials

Step 9:
Equity
Rollforward

Step 10:
Fixed Asset Reports Video

Step 11:
Tie WP's to Trial Balance

Step 12 Pt. 1:
Complete 71.01 WP

Step 12 Pt. 2:
Complete 71.01 WP-TN

Step 13:
Import Tax Line Recon. to Tax Software

Step 14 Pt. 1:
Tax Software Inputs

Step 14 Pt. 2:
Tax Software Inputs TN

Step 15:
Diagnostics

Step 16:
Self Review

Step 17:
Clear Review Notes

Sureprep Calculator Scanning Tool Explaned

A Better Way to Handle Excel Files in Sureprep

Printing PDFs directly to Engagement Binders

Video Resources

HHM professionals have developed a series of instructional video resources covering various accounting and tax programs, methods, and techniques, tailored specifically for staff training and development.

QuickBooks Backup Walkthrough

Pulling QuickBook Reports

How to Use the Client Dashboard

CCH Practice Client Dashboard

Documents

Useful documents available to HHM staff including tax checklists, guidelines, procedures, and roadmaps, empowering them to efficiently serve clients while maintaining organizational excellence.

The Tax RoadMap

1099 Procedures

Tutorial on LeaseCrunch

Tax Playbook Process

Business Preparation Checklist

Individual Preparation Checklist

Time Entry Procedures

How to Attend CPE at HHM

How to Bill a Client

LIFO Calculations and Estimates

Used Car Writedown

Trust and Gift Tax Returns

Self Review Checklist

1040 Prep Process and Sureprep

Business Prep Process and Engagement

Chargeback Analysis Template

Dealership Review Roadmap

Section 743(b) Adjustment