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

4.4 (181)

Alicia Pollock, QB Pro Advisor

Royalwise Solutions

Wednesday, December 23, 2020 | 09:30 AM EST

  • CPA
  • TAX PROS
  • CITP
  • CMA
  • CGMA
  • PCP
  • CPA(Canada)

Credits: 2 CPE | 2 CPD

$20

Subject Area

Accounting

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Additional Dates

Jan 27, 2021 | 11:30 AM EST Register
Feb 11, 2021 | 09:30 AM EST Register

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?

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

Testimonial

4.4

(181)
57%
29%
11%
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

MO

I am so happy I attended this webinar. I have been complaining of using QBs online as transactions take so much longer to enter .On my desktop version I can do 10 transactions before I do one on QBs online. I will try all the shortcuts and update on my next webinar

MB

Alicia gave an amazing webinar that was jam packed with useable information! I will be sure to keep an eye out for his courses from now on!!!! Thank you MyCPE for providing us the opportunity to obtain valuable AND relevant information!

DS

One of the best, most informative, quick-paced, in-depth courses I have ever had the pleasure of attending . Everything covered was well explained, relevant and systematically reviewed in real-time. Thank-you

BM

Learned a considerable amount about navigating through QBO, as well as some things that will help me be much more productive in the future. The webinar is very Helpful And informative. I would definitely recommend to my colleagues who are using QBO

MB

I enjoyed the presenter because she went through the Quickbooks with ease. She knew the system very well and that was extremely comforting and helpful.