QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps ...

6/27/2022 8:30am - 10:30am  |  Online  |  CPA Crossings

$79.00

CPE Categories: Accounting (2 CPE)

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Description

The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Presented by Powerful Accounting, Inc

Instructor: Dawn W. Brolin, CPA, CFE

Target Audience

CPAs and Accountants

Course Objectives

After attending the presentation you will be able to...

  • Streamline monthly and year-end cleanup and closing process for clients using QuickBooks Online
  • Gain tools to provide more timely and detailed financial reporting on a monthly, quarterly and year-end basis
  • Effectively communicate with your clients regarding their financial position and performance through reporting

Subjects

The major topics that will be covered in this class include:

  • The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. 
  • Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.