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