Course Details

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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

About Presenter

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 CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

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).

Reviews

4.5
(53)
62%
26%
11%
0%
0%
  • MM
    Maria Mora , Bookkeeper
    Mar 24th 2020
    Absolutely interesting for me.
DC
Dianne Carrington , Bookkeeper
A great platform without hiccups, relevant topics and extremely competent instructor. Her love for teaching and accounting jump from the screen
AB
Anne Bacerra , CPAS
The subject matter is by far unique

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

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.

upcoming Live CPE Webinars

Basis Calculations for Partners & LLC Members
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
Annuity Basics with 2020 updates
Wednesday, April 01, 2020 | 12:00 PM EDT View Details/Register
SEC Enforcement of Accounting and Reporting Regulation
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
Time Management in “The Cloud” Using Gmail/Google
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Wednesday, April 01, 2020 | 02:00 PM EDT View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2020
Wednesday, April 01, 2020 | 02:30 PM EDT View Details/Register
Winning Tax Season With Better Workflow Management
Wednesday, April 01, 2020 | 03:00 PM EDT View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2019)
Wednesday, April 01, 2020 | 04:00 PM EDT View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Thursday, April 02, 2020 | 10:30 AM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Thursday, April 02, 2020 | 01:00 PM EDT View Details/Register
How Accountants can use automation to overcome manual data entry and increase efficiency
Thursday, April 02, 2020 | 02:00 PM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Thursday, April 02, 2020 | 02:30 PM EDT View Details/Register
The Coronavirus Impact on Accounting and Financial Reporting: What Every CPA Should Know
Thursday, April 02, 2020 | 03:00 PM EDT View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Friday, April 03, 2020 | 09:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 2
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • 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
  • Handout Material Download

upcoming Live CPE Webinars

Basis Calculations for Partners & LLC Members
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
Annuity Basics with 2020 updates
Wednesday, April 01, 2020 | 12:00 PM EDT View Details/Register
SEC Enforcement of Accounting and Reporting Regulation
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
Time Management in “The Cloud” Using Gmail/Google
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Wednesday, April 01, 2020 | 02:00 PM EDT View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2020
Wednesday, April 01, 2020 | 02:30 PM EDT View Details/Register
Winning Tax Season With Better Workflow Management
Wednesday, April 01, 2020 | 03:00 PM EDT View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2019)
Wednesday, April 01, 2020 | 04:00 PM EDT View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Thursday, April 02, 2020 | 10:30 AM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Thursday, April 02, 2020 | 01:00 PM EDT View Details/Register
How Accountants can use automation to overcome manual data entry and increase efficiency
Thursday, April 02, 2020 | 02:00 PM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Thursday, April 02, 2020 | 02:30 PM EDT View Details/Register
The Coronavirus Impact on Accounting and Financial Reporting: What Every CPA Should Know
Thursday, April 02, 2020 | 03:00 PM EDT View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Friday, April 03, 2020 | 09:00 AM EDT View Details/Register