January 30, 2023


2 Total CPE Credits


Webinar (CPA Crossings): QuickBooks at Tax Time – Compliance and Client Onboarding

  • Instructor

    Dawn Brolin

Learning Objectives

After attending this presentation you will be able to..

  • Proactively assist your clients in managing their 1099 data throughout the year and not just in January!
  • Help clients achieve better financial outcomes as you assist the client with financial data management through the year
  • Identify many common mistakes that business owners make and how to resolve them efficiently while training the client to prevent future errors
  • Use the tools to create efficient onboarding processes and training tools to help clients get used to your processes without a lot of interrupted time
  • Identify the most common mistakes your clients make in their QuickBooks data and how to resolve them correctly

Major Topics

The major topics that will be covered in this class include:
1. How to spot common mistakes in your client’s QuickBooks and how to fix them.
Beginning Balances – Understand how to correctly enter the beginning balances for a new data file
Cash Position/Bank Reconciliations – Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts.
Undeposited Funds and Receiving Payments – Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices.
Inventory – Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments.
Accounts Receivable and Accounts Payable – Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported.
Credit Cards – Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry.
Sales Tax – Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly.
Payroll Tax – Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution
2. The 1099 Tracking System – Learn best practices for tracking 1099s all year long to ensure a smooth January filing season.
3. Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow.

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



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 and Accountants


CPA Crossings, LLC

This event has ended.