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Practical QuickBooks: Year-End Cleanup for Tax Time


Avoid headaches this tax season! Get your QuickBooks file ready for your accountant in 10 easy steps.

Some business owners stay current, while others leave everything to the last minute. Whichever category you fall into, this  course will target the areas that need to be addressed so that all your tax preparer has to do is open up your QuickBooks to get the information he or she needs.

Click here to access the class recording.


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.


Instructional Level:

Beginning through Advanced

Course Length:

2 hours

Who should take this class?

  • 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

What You’ll Learn:

  • Steps to take at year end to make sure your books are right
    Categorizing Expenses
    Reconciling bank accounts
    Closing out Opening Balance Equity and Owner’s Equity
    Running your P&L and Balance Sheet
    Taking Inventory
    Closing the books
    Making backups

Click here to access the class recording.

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