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

4.3 (15)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

  • CPA Canada
  • CITP
  • CMA
  • CPA
  • CGMA
  • Tax Professional
  • PCP

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Apr 29, 2021 | 12:30 PM EDT Register


  • Tie up the Year for Taxes in 10 Steps
    3 mins
  • How to Make Credit Memo
    22 mins
  • How to Reconcile Bank accounts
    33 mins
  • How to Make Journal Entry in Equity Register
    50 mins
  • Evaluation of Inventory report
    62 mins
  • Process of Closing The Books
    79 mins

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
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Business Owner
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA





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.


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