Year-end in QuickBooks Online can feel overwhelming, but it doesn?t have to be.
This course provides a step-by-step guide to completing the key tasks needed to close out the old year and set up for the new one. We?ll cover reconciliations, reports, adjustments, and best practices to help you work effectively with your accountant and avoid common mistakes. By the end of the session, you?ll feel confident in managing your year-end financial processes, ensuring accuracy, compliance, and a smooth transition into the next year.
LEARN HOW TO:
Apply end-of-year accounting tips in QuickBooks Online.
Run year-end reports and close your books with confidence.
Reconcile accounts and generate accurate financial reports for year-end. SBDC StartSmart provides the resources, support, and motivation to put your dream within reach.
StartSmart is tailored to be held virtually to facilitate virtual discussion, class engagement, & mastery of content. Participation in StartSmart will also allow access to LivePlan, an online business planning software. The program is facilitated by specially trained SBDC consultants and a long-term relationship with the SBDC and follow-up consulting is available and encouraged following the program.
Whether you are a new business (in business 2 years or less), or are still in the planning phase, building a business takes the right tools?and a lot of hard work. SBDC StartSmart will equip you to be successful!
SBDC StartSmart helps attendees to:
Evaluate & refine your business concept
Improve your knowledge of business concepts
Research markets and competition
Develop a financial forecast to improve chances of success
Develop a thorough, practical business plan
SBDC StartSmart includes 16 hours of instruction delivered over a period of 4 weeks. Sessions will be held twice a week for 2 hours.
LEARN HOW TO:
Evaluate your concept and develop plans to move forward.
Improve knowledge of business fundamentals.
Build an infrastructure for business operations and processes.
SBDC StartSmart graduates acquire:
An actionable business plan and access to business planning software
Access to financial and business resources.
A network of entrepreneurial peers and professionals
Eight modules cover critical issues for new businesses:
MODULE 1: Business Success ? How do we get there?
MODULE 2: Opportunity & Solutions
MODULE 3: Marketing for Success
MODULE 4: Digital Marketing & Online Strategies
MODULE 5: Navigating Human Resources
MODULE 6: Operations & Managing by the Numbers
MODULE 7: Management with a Plan
MODULE 8: Plan, Run, Review, Revise
Workshop - Quickbooks Online End of the Year Tips
Workshop - StartSmart (8-class series)
