Bookkeepers and accounting managers ensure they're doing everything they can to help CPAs during tax time. With a shortage of CPAs in the U.S., it’s becoming more and more important to make sure that bookkeeping clients have solid clean books to turn over to CPAs. Rightfully so, more and more CPAs are turning away clients with books that require extensive corrections. Their firms' want to focus on those with clean books so they can maximize the number of clients they support at tax time.
This course will cover key, common bookkeeping factors that are often missed by bookkeepers and create problems for CPAs. Attend this webinar to be the star bookkeeper that CPAs and clients will always want to have!
Learning Objectives:
- List the steps to a complete and clean year-end close
- Evaluate what most bookkeepers miss that causes extra work for CPAs
- Identify two key aspects of reconciling and find out if you are doing both
- Recognize what records to deliver that can support and expedite work done by your CPA’s staff
- Identify unique requests that CPAs have made of the presenters as the presenters share their insight in working with these requests
- Outline how to find a new client referral stream from CPA firms
Jackie provides Accounting, QuickBooks, and Business Consulting services to small and micro businesses across the US and Canada. She is the co-author of The Remodelers Ultimate Guide to QuickBooks. Jackie has taught QuickBooks classes at Linn-Benton Community College for the Small Business Development Center since 2012. She is the Co-founder and "CIO" (Chief Instruction Officer) at Brass Jacks where she creates a curriculum for bookkeeping classes.
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