Tax season can be the most grueling time of year for practitioners so having the ability to prepare a client tax return efficiently and accurately will help you minimize extra time during the busy season. Many business owners do not understand the impact that their accounting records have on the success of their business as well as your success at tax time.
However, the simplicity of QuickBooks can cause their accounting records to be changed, altered, setup incorrectly, mistakes with bank reconciliations, account posting choices, negative accounts receivable, and so much more. We will focus on a proactive approach to working with clients to minimize these mistakes and to allow for a successful and healthy set of financials that will help backup the tax return and any other financial reporting requirements that the business must adhere to.
Tax time can also be extra grueling because your firm lacks processes when onboarding new clients. Just as much as your existing clients need you to be proactive, so do any new clients that walk in the door. We will cover how you can onboard new clients and not have it disrupt your busy season but rather make it the most successful season you have ever had.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Individual webcastCPE Credit:
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.