Practical QuickBooks: Closing Up 2017 for Tax Time

Practical QuickBooks: Closing Up 2017 for Tax Time Class Description:
Tax time approaches! We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. Who are your best customers? What are your best sellers? Who owes you money, and who do you owe? We’ll customize your reports and memorize your favorites for future use.

Instructional Level:
Beginning through Advanced

Course Length:
2 hours

Requirements:
Our “Introduction to QuickBooks” live class/webinar, or
Our “QuickBooks Online” video course, or
Real-life experience using QuickBooks.

Who should take this class?
Business owners and employees hoping to gain deeper insight into the health of the business
Bookkeepers and Accountants who wish to brush up on their skills
What should you bring?
A pen. No computer is necessary.

What You’ll Learn:
Steps to take at year end to make sure your books are right
Categorizing Expenses
Reconciling bank accounts
Closing out Opening Balance Equity and Owner’s Equity
Depreciation
Running your P&L and Balance Sheet
Taking Inventory
Closing the books
Making backups
Instructor:
Alicia Katz Pollock

Attend in Person, via Virtual Class, or Watch Later:
If you are planning to attend our class in person, choose “Live” from the dropdown menu. This class will be taught at the Portland English Language Academy. Scroll down for directions!
If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via Virtual Class. When you register, choose “Virtual Class” as your ticket type. We’ll email you an access code and instructions for how to connect. Please log in 10 minutes before the start time to connect your audio and video.

Our Virtual Classes are just as if you are physically in the classroom with us. This is not just a watch-and-listen webinar: it’s an interactive classroom experience! You can talk and be seen. You can virtually raise your hand when you have questions. It’s truly just like a real class. A recording of the Virtual Class will be available to you in two weeks at https://royalwise.com/my-classes/.

Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can can make you a listen-only attendee – just let us know!

If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.

Directions to PELA (Portland English Language Academy):

The Portland English Language Academy (PELA) is located on the 3rd floor in the Lloyd Center, past the Food Court in the northwest corner. Guests can look for the Portland English Language Academy on any of the Lloyd Center directories.

Parking is free. Enter the parking garage at NE 10th and Halsey St. Turn right and go up the spiral ramp in the corner of the parking garage all the way to the top roof deck (Floor 3). Park in DD or EE, and enter the Lloyd Center through the doors with burgundy tiles. PELA is located just inside on the right.

Look for signs to Royalwise’s Classroom!

Guests can call 503-226-1656 to reach the PELA office, or call Jamie at 503-504-6392.