CPA - small firm
CPA - medium firm
CPA - large firm
Transform your year-end process into a stress-free, streamlined system that benefits your practice and your clients! This interactive session is designed to simplify your year-end close, identify year-end gaps, and create tax-ready books effortlessly alongside their clients.
Discover how a simple three-step accounting framework, partnered with QuickBooks Online and QuickBooks Online Accountant (QBOA), can elevate your year-end readiness process. Let’s harness the power of automation, financial organization, and tax-prep year-end tips to reduce stress and enhance productivity during year-end close and beyond.
Learning Objectives:
- Summarize the year-end process, closing any gaps missed during the year
- Outline the ultimate year-end checklist that supports the preparation of books for tax preparation
- Evaluate the full potential of QuickBooks Online and QuickBooks Online Accountant (QBOA) to build a repeatable, stress-free, and streamlined year-end workflow for your clients and firm
Mariette Martinez
MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
[email protected]
(909) 509-5887
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.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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