Whether you’re dealing with an experienced bookkeeper or a messy pile of unfiled bank statements this webinar will help you close a set of books to prepare a tax return. We will go over reconciling cash, making sure AP and AR are correct, reconciling Retained Earnings and ensuring any changes won’t impact the bookkeeper’s job – nothing is worse than messing with a bookkeeper’s bank rec!
Learning Objectives:
After attending this course you should be prepared to:
WithumSmith+Brown, PC
Tax Manager
[email protected]
(732) 828-1614
Jeremias Ramos is a tax manager in Withum's National Tax Group. Jeremias is also the Editor-in-Chief of The Daily CPA, a blog focusing on tax, accounting and finance topics for young professionals. He enjoys helping his peers in the millennial CPA world break down complex tax tasks into step-by-step processes. Follow him on LinkedIn or at TheDailyCPA.com.