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How to Review a Set of Books Before Preparing a Tax Return

HOW TO REVIEW A SET OF BOOKS BEFORE PREPARING A TAX RETURN

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 4, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

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:


  • Reconcile balance sheet accounts

  • Comb through a P&L to spot tax irregularities or non-deductible expenses

  • Close a set of books without throwing off the bookkeeper’s reconciliations

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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Withum is a forward-thinking, technology-driven advisory and accounting firm, committed to helping clients be more profitable, efficient and productive in the modern business landscape. With office locations in major cities and financial centers across the country, and as an independent member of HLB, the global advisory and accounting network, Withum serves businesses and individuals on a local-to-global scale. Our professionals provide the expert advice and innovation solutions you need to Be in a Position of StrengthSM in today’s fast-paced, tech-driven world.