Year End Close
Bookkeeping Series

EVERYTHING YOU NEED TO CLOSE OUT THE BOOKS WITH CONFIDENCE AND KEEP YOUR CPA HAPPY
Format

on-demand trainings & handouts

Schedule

Sept '23
- Jan '24

Duration

5 monthly trainings

Price

$295

Close out your books with confidence

New trainings each month:

  • September - W-9 Audit
  • October - CPA Journal Entries & Trial Balance Tie-Out
  • November - Asset Audit & Payroll Review
  • December - Reconciliation BS Accounts
  • January - Payroll Tie-Out 
sanity
Tax time is the busiest time for bookkeepers. This Year End series shows you everything you need to take care of AHEAD of time so you aren't scrambling and pulling all-nighters trying to wrap things up for the CPA.
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You will receive a Start-to-Finish Year End Checklist so you can make sure that nothing falls through the cracks
confidenCE
With 5 pre-recorded videos, one released each month between the months of Sept -2023 - Jan 2024, you will have time to digest and understand the material. 

Why should I take this course?

Tax time is the busiest time for bookkeepers. This Year End series shows you everything you need to take care of AHEAD of time so you aren't scrambling and pulling all-nighters trying to wrap things up for your CPA.
Too often the books are sent to the CPA but they aren't really ready. 

There's expenses in the asset accounts, the payroll numbers don't match the payroll reports and no one bothered to reconcile the loan account so it's definitely wrong. 

If you've gotten a half-dozen journal entries (or MORE! Gasp!) back from your CPA and you have no idea what they're even for, this series is for you. 

There are pieces to putting the year end bookkeeping puzzle together. And if you know what those pieces are... you can make sure everything is in place and ready to go.
Year End Bookkeeping Series is a series of 5 trainings that will take you through the entire year end close process.
Each training will thoroughly explain how to do that piece (and why)!
We are releasing this series over a period of 5 months so you really have time to go through each training, understand the process and IMPLEMENT it in your books. 

This year will be different. Come tax season, you'll be sipping a nice hot cup of cocoa, resting at ease knowing that everything is buttoned up and ready to go to the CPA.

Get your Year End process in order so you get love letters from your CPA like this:

Let's make this tax season the best one yet!
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