QBO Month End Master Course
A Streamlined Month End Workflow for Your Practice
I know. Life is crazy. You are balancing clients, family, personal health, emotional health, and everything in between. You are overwhelmed, behind, and constantly putting out client fires. So, you might be asking yourself “Why do I even need a month end process?”
Month End is all about being able to better serve your clients by:
Just checking a few bank accounts leaves the books wide open to errors and other issues. Think about how guilty you would feel if your clients made bad decisions based on your silly error.
If you care about the quality of your work, then you need to have a month end process in place and this course will teach you how to do that.
How to use this course
A Quick Note About This Course
Getting Started with Month End
Creating Your Process
Month End Checklist Template
Balance Sheet Financial Statement Assertions
Reconciliations
Workpapers
Workpaper Templates
Balance Sheet
Tying Tax Returns to the Financials
Profit & Loss + Reporting
Bonus #1 Excel Skills for Accountants - Top 10 Excel Tools to Increase Productivity
Bonus #2 Building Budgets for Your Clients
Create checklists for clients to streamline your month end process
Utilize reconciliations to verify account balances and fix errors
Create workpapers to verify the balances on the balance sheet
Implement the month end review process as a training tool for your staff
View the financials from a big picture perspective to gain better insights into your client’s business
Learn how to use different reporting options to effectively communicate the numbers to your clients
$497.00
QuickBooks Online Expert
Cathy Iconis
This course is for seasoned bookkeepers and accountants that want to develop a streamlined month end process for their practice.
This course is also geared towards bookkeepers that utilize QuickBooks Online with their clients.
Once your purchase is complete, you'll have lifetime access to the course. This includes any updates made for future releases.
No problem! I have a 7 day NO HASSLE refund policy. If you are unhappy with the course for any reason, just email me within 7 days for a full refund. No refunds are provided after the first 7 days.
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