CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

QuickBooks: Year-end Procedures

  • CPA (CA)
  • CPA/CITP
  • CMA
  • CPA (US)
  • Tax Preparer
Register
QuickBooks: Year-end Procedures

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 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

Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing

Sep 27, 2021 | 09:00 AM EDT View Details

Credit cards in QBO - Seamless Payments from Client

Sep 27, 2021 | 09:30 AM EDT View Details

Risk Assessment for Non-Profit Organizations with less than $10 Million in Revenues

Sep 27, 2021 | 09:30 AM EDT View Details

IFRS 2 Share Based Payments

Sep 27, 2021 | 09:30 AM EDT View Details

Excel Accountant: Linked Workbooks

Sep 27, 2021 | 10:00 AM EDT View Details

Corporate External Financial Reporting Decisions

Sep 27, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

Sep 27, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

Sep 27, 2021 | 10:00 AM EDT View Details

Crucial Insights For Real Estate: Treatment & Minimizing QBID & Maximizing UBIA

Sep 27, 2021 | 10:00 AM EDT View Details

Excel Formulas and Functions

Sep 27, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

Sep 27, 2021 | 10:00 AM EDT View Details

Quarterly Update: Emerging Trends and Best Practices

Sep 27, 2021 | 10:00 AM EDT View Details

Fraud Update - Latest

Sep 27, 2021 | 11:00 AM EDT View Details

Dealing With IRS Collections Division (Part II)

Sep 27, 2021 | 11:00 AM EDT View Details

Individual Tax Update (Latest)

Sep 27, 2021 | 11:30 AM EDT View Details

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

Array
(
    [average] => 4.4559
    [no_of_record] => 68
)

4.5

(68)
55%
32%
12%
0%
0%

ZZ

Zhe Zhang, CPA (US)

Mar 23rd 2020

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

SB

Sharon Beavers, CPA (US)

Jan 11th, 2021

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

Diana Moum, CPA (US)

Oct 13th, 2020

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

Kelly Mandell, ACCT/BK

Mar 23rd, 2020

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

TG

Tishia Guess, Tax Preparer, RTRP

Apr 29th, 2021

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.

GW

Geraldine White

Aug 17th, 2021

Adequate.