CPA - small firm
CPA - medium firm
Small Business Owner
Discover new ways to make year-end readiness synonymous with peace of mind and financial empowerment for your small business clients. In this session, you'll learn how to combine your year-end accounting workflow with the Ultimate Small Biz Year-End Checklist and the powerful features inside QuickBooks Online and QuickBooks Online Accountant. Together, you can create a streamlined year-end readiness process for your firm and prepare for a solid year-end close for your clients.
Learning Objectives:
- List a breakdown of the key year-end readiness areas to consider
- Summarize the tax basics to empower small business owners
- Define and build out Tax Ready Books using QBO + QBOA
Mariette Martinez
MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
[email protected]
(909) 509-5887
Mariette is the founder and lead educator at MasterYourBooks Learning Center.
After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.
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