CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

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

4.4 (67)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Thursday, April 29, 2021 | 12:30 PM EDT

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

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)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

everything you need to know about partnerships

(2)

Jul 26, 2021 | 09:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Jul 26, 2021 | 09:00 AM EDT View Details

sox internal controls for inventory

Jul 26, 2021 | 09:30 AM EDT View Details

basic concepts of fixed asset accounting

(1)

Jul 26, 2021 | 09:30 AM EDT View Details

quickbooks for desktop pc exploring the interface - for beginners

(1)

Jul 26, 2021 | 10:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Jul 26, 2021 | 10:00 AM EDT View Details

excel accountant: intro to spreadsheets in-depth

(1)

Jul 26, 2021 | 10:00 AM EDT View Details

2020 t2 - step-by-step guide preparing t2 return in profile

Jul 26, 2021 | 10:00 AM EDT View Details

workplace culture

Jul 26, 2021 | 10:00 AM EDT View Details

employment law – what will get you sued in 2021

(67)

Jul 26, 2021 | 10:30 AM EDT View Details

ethics irs circular 230 - controversy side of circular 230

(47)

Jul 26, 2021 | 10:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Jul 26, 2021 | 11:00 AM EDT View Details

agile auditing

(3)

Jul 26, 2021 | 11:00 AM EDT View Details

itemized deduction updates - with examples & case studies (basic overview)

(222)

Jul 26, 2021 | 11:30 AM EDT View Details

excel’s data validation tools - keep out bad data from the start

(2)

Jul 26, 2021 | 11:30 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

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
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Certified Management Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Maryland Tax Preparers
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Managers
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 67
    [average] => 4.4478
)
 

4.4

(67)
55%
34%
10%
0%
0%

ZZ

she navigated us through the online dashboard. myCPE team were quick to answer our questions and she made me stay tentative. Thanks !!

SB

An impressive package. The topics covered, the presentation skills, the practical examples, all combined will surely help me make my professional life better than what it was pre-webinar. Thank you Alicia and myCPE.

DM

I am new to using Quickbooks, this webinar is a good starting point to someone who is new and has very limited knowledge about quickbooks. It gave be the basics I needed and made me want to continue on to more classes

KM

Excellent webinar!!! I can't rave enough about the wonderful speaker and comprehensive, user-friendly, and easy-to-follow training!!

TG

I enjoyed the class and gained some Knowledge about QB the but I was expecting info about the current tax year 2020 season (The New Normal). I was thinking it was going to give tips and recommendations for closing this tax year successfully in QB my clients have a lot of outstanding bills. I also was expecting a Powerpoint presentation.