April 15, 2025

Webinar

2 CPE

Webinar (CPA Crossings): QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups 🗓️

April 15, 2025
Webinar
2 CPE

Webinar (CPA Crossings): QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups 🗓️

  • Instructor

    Dawn
    Brolin

🗓️ View additional dates for this course

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.

Learning 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

Major Topics

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.

CPE Credits Available

2 CPE
2
Accounting

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Accounting & Auditing

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, Accountants

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
    Join

  • COCPA Non-Member

    $ 116 116
    Your Price

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