Double Check: How to Know if the Books are Actually Right
A comprehensive self-review framework for bookkeepers.CPA’s, tax professionals, and business owners – this course is where to send the bookkeepers whose work impacts your work.
Avoid the headache, time, and cost of bookkeeping clean-up during tax season. We know that bookkeeping goes far beyond reconciling the bank account. This course teaches students what to look for in each section of the balance sheet and P&L. So that when the books get to you, most issues are resolved, and the remaining questions are clear.
Free up your time from
- Calling out uncleared transactions in bank registers
- Reminding bookkeepers to reconcile loans and LOC’s
- Asking about lists of uncategorized transactions
- Verifying outdated AR and AP balances
- Making adjustments to tie out payroll expenses and liabilities
- Deciding what to send back, what to fix, and what to move past in books that are “not quite there”
Improve your bookkeeper referral pool
- Confidently refer clients to bookkeepers who have completed the course
- Connect with bookkeepers about high-level and value-add topics for your shared clients, rather than the basics
- Use as an internal training tool for your staff bookkeepers
Who the course is for and what they will learn
Bookkeepers gain the tools to:
- Work methodically down the balance sheet and then the P&L, understanding what items to be looking for in each type of account
- Review their own work and identify errors and open items
- Identify new areas that require more information from the client
- Understand how the information flows from bookkeeping functions onto the main financial statements
- Double-check the books at year-end (or anytime) and get them ready for submission to tax preparers or other audiences
Who the course is for:
- Self-taught bookkeepers who want to gain more knowledge and turn in consistent and correct work at tax time
- Bookkeepers who have taken on a messy client and aren’t sure where to start
- Graduates of college bookkeeping programs or software certifications who are seeking to transform their education into real-world skills
- Experienced professionals who are new to the daily mechanics of bookkeeping work and desire a systematic approach to review the information flow
- Leaders of bookkeeping teams who want a reliable method for that will uplevel staff skills