Tax time approaches! We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. Who are your best customers? What are your best sellers? Who owes you money, and who do you owe? We’ll customize your reports and memorize your favorites for future use.
Beginning through Advanced
2 CPE, Certificate of Completion
Our “Introduction to QuickBooks” live class/webinar, or
Our “QuickBooks Online” video course, or
Real-life experience using QuickBooks.
Business owners and employees hoping to gain deeper insight into the health of the business
Bookkeepers and Accountants who wish to brush up on their skills
A pen. No computer is necessary.
Steps to take at year end to make sure your books are right
Reconciling bank accounts
Closing out Opening Balance Equity and Owner’s Equity
Running your P&L and Balance Sheet
Closing the books
Take our classes in 3 different ways:
Click here to download our entire Course Guide. Don’t see the class you want on the schedule? Jamie and Alicia are also available for individual instruction and support. Contact us at 503-406-6550 or fill in this form and we’ll be happy to help.
Please subscribe to our newsletter to receive our monthly computer class schedule in your inbox.
All classes are eligible for CPE credit!