CLOSE OUT YOUR BOOKS WITH CONFIDENCE.

Close them out WITH us.

The Year End Bookkeeping Series + Live Work Groups

You already know year end close is coming...
The question is: 

Will you be scrambling in January, or will you already know the books are ready?

This year, you don't have to do year-end close alone.

You'll get the complete Year End Bookkeeping Series PLUS a small Work Group where you'll take what you're learning and work through it in your actual client books with Jackie Shaw.


This is not a presentation or another webinar where you take notes and promise yourself you'll do it later.

You go into your file. You pull the reports. You review the accounts. You find the problems. And you fix them.


JOIN THE YEAR END WORK GROUP

Year End Bookkeeping Series + Live Work Groups: $799

Only 10 people per cohort. 

THIS IS NOT A PRESENTATION, THIS IS A WORK GROUP.

Every month, you'll learn the material in the corresponding course module before the live session.

Then we'll meet.


You'll be able to ask Jackie Shaw questions, see how other people are approaching problems, and get help identifying the things you may not have noticed on your own.

If there are particularly tough problems, Jackie is available for breakout sessions to look at your actual data.


Because sometimes you don't need someone to explain the concept again, what you might really need is for someone to look at your file and say: “Yep, here's the problem!”

Write your awesome label here.

YOUR YEAR-END CLOSE, MONTH BY MONTH

This isn't something you cram into the final week of January.
We're going to work through it before the deadline is staring you in the face.

OCTOBER 19th

W-9 Review + P&L Pre-Check
S-Corp Medical Check-In
We'll go through the books and make sure you've collected the W-9s you'll need for January.

We'll also begin reviewing the P&L so problems aren't waiting until year-end to surprise you.

NOVEMBER 19th

Balance Sheet Review
We'll work through the balance sheet and look for the problems that can hide in those accounts.

DECEMBER 17th

W-2 Tie-Out
Before the year is over, we'll review payroll and make sure everything is lining up properly.

We'll look for discrepancies and identify things that need attention before final payroll and year-end reporting.

JANUARY — WEEK 1

Liabilities
We'll work through the liability accounts and identify anything that needs to be corrected, reconciled, or investigated.

JANUARY — WEEK 2

Assets
We'll review the asset accounts and make sure they're properly recorded and ready for year-end close.

JANUARY — WEEK 3

Reconciliations, Reports + Send to CPA
We'll work through reconciliations, reports, and the final pieces needed to prepare the books for the CPA.

JANUARY — WEEK 4

Catch-All Final Work Group
A final meeting to deal with anything that's left.
Bring your remaining questions, weird accounts, lingering problems, or anything you're simply not sure about.


All meetings are 90 minutes.
January dates will be scheduled once cohorts are formed.

WHAT YOU'LL ACTUALLY BE WORKING THROUGH

The Work Groups follow the material inside the Year End Bookkeeping Series, including:

  • MODULE 1 - W-9 Audit

    Did you collect the W-9s you need for this year? Learn how to pull a report in QuickBooks to see what W-9s you're still missing.
    You will also learn: when to ask for a W-9, who needs a 1099, should you print or e-file 1099s and lots more on this topic.

    Includes    : SOPs for QBD and QBO

  • MODULE 2 - CPA Journal Entries & Trial Balance Tie-Out 

    Learn how to manage adjusting journal entries and find out what documents you should be receiving from your CPA and what to do with them once you have them. 
    This training also covers Fixed Assets and Depreciation, as well as how to lock the books and save your CPA time from fixing your mess.

    Includes    : Example Fixed Asset Policy

  • MODULE 3 - Asset Audit & Payroll Review

    Learn how to be proactive, this helps you get into your CPA's queue early on so you don't have to file an extension. 

    This training covers how to ensure all assets are properly recorded in the books, what fringe benefits need to be included on the W-2s and how to prepare for the final payrolls of the year.

    Includes    :
    - Employee Bonuses & Gifts Handout
    - Example Capitalization Policy

  • MODULE 4 - Reconciliation of Balance Sheet Accounts
      
    BEFORE you reconcile the December checking account, go through this lesson to learn what to do first! 
    In this lesson you'll learn how to prep the reconciliations and review the balance sheet accounts before doing the final reconciliation, so you aren't left with a bunch of uncleared transactions for your CPA to sort through.

  • MODULE 5 - Payroll Tie-Out

    Ensure that your payroll expenses are reported correctly on your P&L. 
    In this lesson you'll learn how to code owners wages, review payroll taxes and find any miscoded payroll entries. Your CPA will LOVE you for completing this task.

Additional Materials!

  • Start-to-Finish Year End Checklist 
    Get a list of everything you need to be doing, tracking and gathering throughout the year. From your annual set of folders to your year end close process, this checklist lists all of the tasks you need to do to make sure your books are completely closed and ready to go off to the CPA.
  • BONUS Video Training
    Get your files organized for good with this 45 minute bonus lesson on Folder Trees. In this lesson JS teaches you everything she learned from working with engineers to construct a fool-proof filing system. 

JACKIE DOESN'T JUST TEACH YEAR-END CLOSE.


SHE DOES IT.

Jackie Shaw is the co-founder and CTO of Brass Jacks, as well as a proven educator, mentor, and business advisor.

She has worked in accounting since 2007 and began teaching QuickBooks classes in 2012.

She loves teaching bookkeeping and accounting, and she brings a fun, engaging, no-nonsense approach to helping people actually understand the work.

But there's another advantage to having Jackie in the Work Group: She isn't just showing you what a perfect year-end close looks like.

She's helping you work through the messy, real-world version sitting in front of you.

Write your awesome label here.
“I FEEL LIKE A BOSS ABOUT THE BALANCE SHEET.
I have been doing books for 25 years and I can finally say the BS doesn’t intimidate me after taking the Brass Jacks YE series. The YE series has armed me for getting a clean YE package to my CPA in record time!”
Staci Davis
“I haven’t finished the year end course yet but it was 100% worth it if only for the W9/1099 section. I think having it so affordable was really awesome.”
Deidre Hurd

WHAT IF YOU COULD WALK INTO TAX SEASON DIFFERENTLY?

Instead of realizing the balance sheet is a mess when the CPA asks for it...


You've already worked through it.


Instead of wondering whether payroll ties out...


You've already checked it.


Instead of spending January alone trying to figure out what you missed...


You're working through it with Jackie and your cohort.

And instead of sending the books to your CPA hoping they're ready...


you've done the work to know they're ready.


THE YEAR END BOOKKEEPING SERIES + WORK GROUP

✓ The complete Year End Bookkeeping Series
✓ 5 comprehensive year-end bookkeeping modules
✓ Start-to-Finish Year End Checklist
✓ QBD + QBO W-9 Audit SOPs
✓ Example Fixed Asset Policy
✓ Employee Bonuses & Gifts Handout
✓ Example Capitalization Policy
✓ Bonus Folder Trees Training
✓ Live October W-9 + P&L Work Group
✓ Live November Balance Sheet Work Group
✓ Live December W-2 Tie-Out Work Group
✓ Four weekly January Work Groups
✓ 90-minute live working sessions
✓ The ability to ask Jackie questions about your actual situations
✓ Opportunities for breakout help with particularly difficult problems
✓ A small cohort of other bookkeeping professionals working alongside youLarge text.
YOUR INVESTMENT: $799
For people who are not already enrolled in the Year End Bookkeeping Series.

(payment plans available)

ALREADY HAVE THE YEAR END BOOKKEEPING SERIES?

     
You don't need to buy the course again!
You have the option to add the Live Work Groups for $400.

You've already learned the process - now let's work through it together!

Year-end close doesn't have to mean staying up late, scrambling through reports, or sending your CPA a file while secretly hoping they don't find anything terrible.

You can be proactive.

You can find issues and fix them proactively.

And you can have someone beside you while you do it.

This year, don't just take a course about year-end bookkeeping.

Work through your year-end close with us!
Limited to 10 people per cohort.


For confidentiality reasons, Work Group sessions are live only and will not be recorded.

January meeting dates will be scheduled once cohorts are formed.

Connect with us

Who we are

Our mission is to educate people to become highly skilled bookkeepers and to connect companies to highly qualified bookkeepers. 

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Get in touch

  • PO Box 158
    Corvallis, OR, 97333, US
  • jackier@brassjacks.com
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