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
MY-CPE LLC (Sponsor Id#: 143597) 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.
A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.
Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.
FAQ
To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
Testimonial
4.4
(190)
58%
29%
11%
2%
1%
EF
Emma Foley ,
Oct 19th 2020
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
Nicole Bartle ,
Feb 26th, 2021
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
David Kite ,
Feb 11th, 2021
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
Sharon Ho ,
Jan 27th, 2021
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
PHIL WILLIAMS ,
Jan 27th, 2021
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
Jennie Eberts ,
Jan 18th, 2021
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.
