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The Ultimate Year-End Readiness Checklist with QBO + QBOA
Business Management and Organization

THE ULTIMATE YEAR-END READINESS CHECKLIST WITH QBO + QBOA

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 19, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner
Series: Women in Accounting, Bookkeeper
Course Description

Discover new ways to make year-end readiness synonymous with peace of mind and financial empowerment for your small business clients. In this session, you'll learn how to combine your year-end accounting workflow with the Ultimate Small Biz Year-End Checklist and the powerful features inside QuickBooks Online and QuickBooks Online Accountant. Together, you can create a streamlined year-end readiness process for your firm and prepare for a solid year-end close for your clients. 

Learning Objectives:


  • List a breakdown of the key year-end readiness areas to consider 

  • Summarize the tax basics to empower small business owners 

  • Define and build out Tax Ready Books using QBO + QBOA

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Mariette Martinez

MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
masteryourbooks@mariettemartinez.com
(909) 509-5887

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Mariette is the founder and lead educator at MasterYourBooks Learning Center. 

After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.

About Our Presenter

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MasterYourBooks collaborates with its training partners to provide content in QuickBooks, accounting, taxation, productivity, entrepreneurial empowerment, business planning, financial literacy, and bookkeeping best practices for accounting professionals.