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.

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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.

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
‍

Sureprep Calculator Scanning Tool Explaned

A Better Way to Handle Excel Files in Sureprep

Printing PDFs directly to Engagement Binders

Side Videos

Pulling Quickbook
Reports

Quickbooks Backup
Walkthrough

Document Resources

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

2023 S-Corporation Income Tax Checklist

2023 C-Corporation Income Tax Checklist

2023 Partnership-LLC Income Tax Checklist

Tax Playbook Process

Business Preparation Checklist

Individual Preparation Checklist

Time Entry Procedures

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