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Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.



Registration Open:

12:00 AM - 10:30 AM


10:30 AM - 12:30 PM



Meeting Type:


CPE Credit:


Field(s) Of Study:

Taxation (2.00)

Level of Knowledge:



Member: $79.00
Nonmember: $99.00

Discounts available:

Not Available


After attending this presentation you will be able to..

  • Proactively assist your clients in managing their 1099 data throughout the year and not just in January!
  • Help clients achieve better financial outcomes as you assist the client with financial data management through the year
  • Identify many common mistakes that business owners make and how to resolve them efficiently while training the client to prevent future errors
  • Use the tools to create efficient onboarding processes and training tools to help clients get used to your processes without a lot of interrupted time
  • Identify the most common mistakes your clients make in their QuickBooks data and how to resolve them correctly


The major topics that will be covered in this class include:
1. How to spot common mistakes in your client’s QuickBooks and how to fix them.
Beginning Balances – Understand how to correctly enter the beginning balances for a new data file
Cash Position/Bank Reconciliations – Learn about balance sheet accounts that need to be reconciled in the data file including tips and trips for non-bank accounts.
Undeposited Funds and Receiving Payments – Learn about the function of Undeposited Funds and how QuickBooks will report payments that are and are not applied to invoices.
Inventory – Understand the basics of how inventory is handled properly, the reports to pull for various informational purposes, and how to make inventory adjustments.
Accounts Receivable and Accounts Payable – Learn how to manage the negative A/R and A/P as well as how to fix a cash basis balance sheet that has A/R and A/P reported.
Credit Cards – Learn the importance of setting up credit cards, bank feeds, and setting up rules for easier data entry.
Sales Tax – Learn the basics about Sales Tax in QuickBooks, how to make adjustments, and how to verify that the sales tax return is filed correctly.
Payroll Tax – Understand how to set up payroll tax liability payments and how to ensure timely quarterly reporting when using a DIY QuickBooks solution
2. The 1099 Tracking System – Learn best practices for tracking 1099s all year long to ensure a smooth January filing season.
3. Key Practice Workflow Tips you can incorporate into your firm so your client onboarding during tax time is a breeze. Learn how to create standard onboarding procedures for new clients in order to keep your firm moving along including the use of technology, standard procedures, data management, and workflow.