The most intense weeks of tax season are upon us, and as tax practitioners your clients’ QuickBooks data is probably not clean enough or complete enough for you to use when preparing your client’s income tax returns.
In this in-depth technical training course scheduled for February 18 at 1:00 and 6:00 EST entitled "QuickBooks at Tax Time", Joe Woodard and his panel of experts walk you through the top 10 mistakes clients make in QuickBooks and how to quickly correct those mistakes, allowing you to confidently use the QuickBooks trial balance to prepare your client’s returns. The panelists will also cover proactive steps you can take with your clients to keep their data accurate throughout the year – to facilitate both income tax return preparation and periodic financial statement compilations.
In this “BY US…FOR US” event, two of the nation’s leading QuickBooks ProAdvisors will discuss how to:
1. Increase efficiency when preparing income tax returns for clients who use QuickBooks
2. Learn ways your clients can maintain more complete and accurate information throughout the year
3. Learn how ACA impacts the way your clients setup and use QuickBooks
Joe Woodard is CEO of Woodard Group, which includes Scaling New Heights and NAN, Murph is an Advanced Certified ProAdvisor and the owner of RRR Ltd. a firm specializing in installation, set up, use and training of QuickBooks and related software.
In this monthly series Joe Woodard and William "Murph" Murphy discuss the latest developments in and around the QuickBooks Ecosystem. The topics covered include QuickBooks updates, product training, management training and general news and information from around the ecosystem to help you build a better practice and be a better advisor to your clients.