CPAacademy.org | STREAMLINE YEAR-END CLOSE WITH QUICKBOOKS ONLINE AND

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Streamline Year-End Close With QuickBooks Online and QBOA

Computer Software and Applications

STREAMLINE YEAR-END CLOSE WITH QUICKBOOKS ONLINE AND QBOA

Available Date(s)

Monday, January 06, 2025: 5:00PM EST

Choose Your Time Zone:

Cost FREE

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm

Series: Women in Accounting

Course Description

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.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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.

NASBA Approved

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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About Our Presenter

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.