QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
Overview
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 monthly. We’ll show you what to do in your QuickBooks Pro, Premier, or Enterprise as well as learn 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.
Objectives
After attending this presentation you will be able to...
- Streamline the monthly and year-end cleanup and closing process for clients using QuickBooks Desktop
- Provide more timely and detailed financial reporting on a monthly, quarterly and year-end basis
- Increase effective communication regarding client's financial position and performance through reporting
Highlights
The major topics that will be covered in this class include:
- Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year.
- Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation.
- Identify why substantiating the numbers in QuickBooks 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.
Designed For
CPAs, Accountants
Prerequisites
None
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
Dawn Brolin, CEO, Powerful Accounting Inc
Dawn W. Brolin, CPA, CFE is the founder of Team Brolin an organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks. She is also the owner of Connecticut-based CPA firm, Powerful Accounting Inc., and author of The Designated Motivator. Dawn’s extensive accounting expertise and personal entrepreneurial experiences fuel her passion for helping other business owners succeed through the application of smart technology solutions, effective financial management, and comprehensive business continuity and fraud mitigation strategies. Dawn’s in-depth knowledge and down-to-earth, entertaining approach make her an in-demand trainer, speaker, and thought leader. She has worked with prestigious partners including Fundera, Intuit, TSheets by QuickBooks, AbacusNext, ADP, MineralTree and many more. In addition, Dawn’s contributions to the accounting profession are continually recognized with many top awards. She was named “2020 Top Niche Practice ProAdvisor: Forensics” as well as one of the “2018, 2019 & 2020Top 100 Most Influential People in Accounting” ~ by Accounting Today, “2012-2017 Top 25 Most Powerful Women in Accounting” ~ by CPA Practice Advisor, “2017 MP Elite Accounting Firm Leaders” ~ by Accounting Today, and “Top 40 Under 40 Class of 2009” ~ by CPA Technology Magazine. Dawn has also been published on many blogs and in books such as “The World’s Most Inspiring Accountants.” Dawn has also appeared on the MSNBC show Your Business and has spoken at national conferences including CPA Academy, Cleveland Ohio Society of CPA’s, Intuit QuickBooks Connect Conference, Live Your Legacy, Scaling New Heights, AbacusMaximus, Spark & Hustle, TD Bank, and many others.
Non-Member Price $124.00
Member Price $89.00