QuickBooks Online for CEOs of Service-Based Businesses

Who is this for:

• Business owners who outsource bookkeeping but want to understand their reports and ask better questions
• CEOs ready to use financial data for strategic decision-making rather than just compliance
• Business owners who want to implement oversight controls and early warning systems
• Established businesses (3+ years) looking to optimize and scale operations
• Leaders who are tired of being surprised by their financial position
• Entrepreneurs planning for expansion, loans, or investor meetings who need to speak intelligently about their numbers
• Business owners who want to spot problems before they become crises
• Anyone who has completed Series 1 or has equivalent QuickBooks Online experience

Session 4: “QuickBooks Online for Year-End Success: Reports, Compliance & Tax Prep”

Session Description: Make tax season stress-free and potentially save thousands in tax preparation fees! This essential session teaches you to prepare your QuickBooks Online for year-end, organize your financial data for maximum tax efficiency, and collaborate seamlessly with your accountant or tax preparer. Learn the insider secrets of maintaining audit-ready records and discover how proper preparation can lead to better tax outcomes and lower professional fees.

What You’ll Learn:

• Perform year-end cleanup and preparation using QuickBooks Online features
• Share QuickBooks Online access securely with accountants and tax preparers
• Generate essential reports that tax professionals need
• Organize documentation to maintain audit-ready records