QuickBooks: Year-end Procedures

Course Details

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ADDITIONAL DATES

Aug 07, 2020 | 09:00 AM EDT 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

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.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

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

4.3
(106)
53%
30%
14%
2%
1%
  • DC
    Dianne Carrington , Bookkeeper
    Mar 24th 2020
    A great platform without hiccups, relevant topics and extremely competent instructor. Her love for teaching and accounting jump from the screen
MB
Melvin Bernard
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.
ZZ
ZHE ZHANG , CPA
she navigated us through the online dashboard. myCPE team were quick to answer our questions and she made me stay tentative. Thanks !!
MAM
Maria A. Mora , Bookkeeper
Absolutely interesting for me.
SA
Sylvia Araiza , EA
Although the speaker had an interruption of technical difficulty, the webinar and information went well.
KM
Kelly Mandell
Excellent webinar!!! I can't rave enough about the wonderful speaker and comprehensive, user-friendly, and easy-to-follow training!!

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

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Thursday, August 06, 2020 | 01:30 PM EDT View Details/Register
Individual Tax Update 2020
Thursday, August 06, 2020 | 03:00 PM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Practical QB Training - Year End Closing, Analysis, Being Tax/Audit Ready
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Accountant prepared a return and it is under Criminal Investigation by the IRS, Now What?
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Estate Planning Fundamentals for IRAs 2020
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
BEYOND WORKING REMOTELY – Case Studies | Benefits | Challenges for Accounting & Tax Firms.
Friday, August 07, 2020 | 11:00 AM EDT View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, August 07, 2020 | 11:00 AM EDT View Details/Register
Basic Excel Skills for Accountants
Friday, August 07, 2020 | 11:30 AM EDT View Details/Register
PPPFA Updates with Latest Guidance from SBA
Friday, August 07, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Friday, August 07, 2020 | 12:00 PM EDT View Details/Register
ETHICS FOR TAX PROFESSIONALS (LATEST 2020)
Friday, August 07, 2020 | 12:00 PM EDT View Details/Register
Tax Planning Under Tax Cuts & Job Act - 10 Tips to Reduce Taxes for your Clients (Latest 2020)
Friday, August 07, 2020 | 01:00 PM EDT View Details/Register
  • Cost $20
  • 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

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Thursday, August 06, 2020 | 01:30 PM EDT View Details/Register
Individual Tax Update 2020
Thursday, August 06, 2020 | 03:00 PM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Practical QB Training - Year End Closing, Analysis, Being Tax/Audit Ready
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Accountant prepared a return and it is under Criminal Investigation by the IRS, Now What?
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Estate Planning Fundamentals for IRAs 2020
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
BEYOND WORKING REMOTELY – Case Studies | Benefits | Challenges for Accounting & Tax Firms.
Friday, August 07, 2020 | 11:00 AM EDT View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, August 07, 2020 | 11:00 AM EDT View Details/Register
Basic Excel Skills for Accountants
Friday, August 07, 2020 | 11:30 AM EDT View Details/Register
PPPFA Updates with Latest Guidance from SBA
Friday, August 07, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Friday, August 07, 2020 | 12:00 PM EDT View Details/Register
ETHICS FOR TAX PROFESSIONALS (LATEST 2020)
Friday, August 07, 2020 | 12:00 PM EDT View Details/Register
Tax Planning Under Tax Cuts & Job Act - 10 Tips to Reduce Taxes for your Clients (Latest 2020)
Friday, August 07, 2020 | 01:00 PM EDT View Details/Register