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Practical QB Training - Year End Closing, Analysis, Being Tax/Audit Ready

4.4 (198)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Friday, February 26, 2021 | 09:30 AM EDT

  • CPA Canada
  • CPA/CITP
  • CMA
  • CPA
  • Tax Preparer
  • CFE

2 Credits

$20

Subject Area

Accounting

Webinar Qualifies For

2 CPE credit of Accounting for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

4 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Tax time approaches! It’s the end of your fiscal year. You know you should be doing things to get your books in shape and even get ready for your books to be audited. But you’re not exactly sure what those things are. Sound familiar? Help is here for you!

We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. These 10 steps will help you to understand : 

  • Who are your best customers?
  • What are your best sellers?
  • Who owes you money, and who do you owe?
  • Customizing your reports and memorize your favorites for future use.
Recommended for Business owners, employees hoping to gain deeper insight into the health of the business & to Bookkeepers, Accountants who wish to brush up on their skills.

Learning Objectives

  • To learn various steps to take at year end to make sure your books are right
  • To learn how to Categorizing Expenses
  • To learn how to Reconciling bank accounts
  • To learn about Closing out Opening Balance Equity and Owner’s Equity
  • To learn about the Depreciation

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeeper
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Managers
  • Young CPA

Testimonial

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(
    [no_of_record] => 198
    [average] => 4.4192
)
 

4.4

(198)
58%
30%
10%
2%
1%

EF

Awesome presentation and very knowledgeable instructor! Actually took notes which is much different than most of these webinars that I attend. Alicia was a great presenter, excellent webinar. Great content, pace and use of technology

NB

1. There are webinars and there are WEBINARS. This is the latter. A wonderfully organized webinar which was informative, power packed and very well paced. Kudos to the presenter and the platform.

DK

The presenter covered a plethora of topic with equal emphasis to practical well as theory. The balance made this webinar very interesting. Apart from the presentation, she was thorough with the subject which made it even better to attend. I thank myCPE and Alicia for this wonderful webinar. I recommend this webinar very strongly.

SH

I have attended multiple webinars about QB and I have to admit, this was one of the best I have attended hands down. The trainer was very thorough and the presentation was very apt. The pace was not too fast and neither was it slow to the extent of boredom. Overall a nice package. Highly recommended and I look forward to many more by Alicia on the myCPE platform.

PW

A detail driven, knowledge packed webinar with an apt balance of theory and practical. The experience was smooth and the topics covered were ideal. Overall, worth the time and effort.

JE

Would highly recommend this webinar by Alicia. Though, would have appreciated it even more had it been longer. I am definitely returning to myCPE for more webinars for CPE credits.