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Streamlining Financial Reports: Master the Closing Process in QuickBooks Online

STREAMLINING FINANCIAL REPORTS: MASTER THE CLOSING PROCESS IN QUICKBOOKS ONLINE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 14, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelIntermediate
Course Description

This session provides attendees with best practices for closing their books and ensuring they can generate timely and accurate financial reports.

Businesses and clients rely heavily on the financial insights provided by their accounting department to answer critical questions, including how much cash is available, how long it will last, how much is owed, and by whom. These metrics are vital to a company’s success, but preparing them requires specialized knowledge and experience. This session will equip participants with the skills to handle these tasks efficiently and effectively.

Learning Objectives:


  • Recognize how consistent processes can revolutionize your workflow

  • Evaluate how a monthly closing routine ensures timely insights

  • Identify how to master the closing process, ensuring accuracy and clarity

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Redmondaccounting

Laura Redmond is the CEO of Redmond Accounting Inc (RAI), founded in Silicon Valley in 2005.  Laura was awarded 2023 Top QuickBooks Online Advanced MidMarket ProAdvisor and 2019 Top Client Accounting Services ProAdvisor.  RAI is a boutique accounting firm providing client accounting and technology services centered around QuickBooks Online and its ecosystem of apps.

Laura created Aero Workflow, an app used by accounting firms to harness their knowledge capital, delegate work to a distributed workforce, and manage service delivery. Laura co-authored many of Intuit’s QuickBooks Online certification programs for accountants and presents sessions at national accounting technology conferences.
 

About Our Sponsor

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Founded by three accounting professionals who created their own workflow system when they couldn't find one that answered their needs, Aero is now the preferred accounting workflow solution for cutting-edge firms. Aero facilitates profitable service delivery by converting a firm’s processes and knowledge capital into revenue and enabling staff to work effectively, efficiently, and consistently.