Plumbing · HVAC · Electrical · Landscaping · Other Home Services
About this Event
Year-End QuickBooks Review: What to Check Before Tax Season
Do you have a clear understanding of your business finances before tax season?
Are your bank accounts reconciled? Do you understand your Profit & Loss report? Do you know which financial records and documents to review before year-end?
Join CERTALION's live, hands-on QuickBooks Online workshop, designed for home-service business owners, including plumbing, HVAC, electrical, landscaping, roofing, cleaning, handyman, and general contracting businesses.
Whether you manage your own bookkeeping or already work with a bookkeeper or accountant, you'll learn how to review key financial information, understand what your reports are telling you, and prepare important questions before tax season.
What You'll Learn
1. Are Your Bank Accounts, Credit Cards & Deposits Properly Reconciled?
- Learn how to check your bank and credit-card reconciliation status in QuickBooks Online.
- Review customer payments and deposits.
- Understand what to ask your bookkeeper when account balances don't match.
2. Do You Really Know How Much Your Business Is Making?
- Learn how to read your Profit & Loss report.
- Understand business income, operating expenses, materials, labor, and subcontractor costs.
- Review key financial figures and identify questions to discuss with your bookkeeper.
3. Do You Know How Much Customers Owe You—and What Your Business Still Owes?
- Learn how to review outstanding customer invoices and vendor bills.
- Understand Accounts Receivable and Accounts Payable reports.
- Review overdue balances and identify items requiring follow-up.
4. Are Your Business Vehicles, Equipment & Loans Reflected in Your Financial Records?
- Learn where to find assets and liabilities on your Balance Sheet.
- Understand how business vehicles, equipment, and loans may appear in your financial records.
- Prepare questions for your bookkeeper or accountant about missing or unclear information.
5. Are Your Contractor Payments & Business Documents Ready for Tax Season?
- Review subcontractor and vendor payment records.
- Understand the importance of W-9 forms, receipts, invoices, and supporting documentation.
- Learn what information to discuss with your tax professional regarding 1099 reporting.
6. What Should You Review With Your Bookkeeper or CPA Before Tax Season?
- Identify key financial reports, including Profit & Loss, Balance Sheet, and outstanding invoice and bill reports.
- Review the essential business documents to gather before year-end.
- Create your own Year-End Financial Review Checklist and list of follow-up questions.
What You'll Take Home
- CERTALION Year-End Financial Review Checklist
- QuickBooks Financial Reports Review Guide
- Contractor & Tax Documentation Checklist
- Questions to Ask Your Bookkeeper or CPA
- Certificate of Participation
Who Should Attend?
Owners and managers of plumbing, HVAC, electrical, landscaping, roofing, commercial cleaning, handyman, general contracting, and other home-service businesses.
Already have a bookkeeper or accountant? This workshop is still for you.
You don't need to become an accountant to understand your business finances. Learn what to review, which questions to ask, and how to stay informed about your financial records.
Workshop Details
- Format: Live, hands-on QuickBooks Online training
- Duration: 2 hours
- Price: $49 per person
- Presented by: CERTALION
- Experience: No advanced accounting knowledge required
This workshop is educational and uses sample business information. It does not include individual bookkeeping reviews, tax preparation, financial audits, or guarantees of tax readiness. CERTALION is not affiliated with or endorsed by Intuit.
Agenda
🕑: 10:00 AM - 10:05 AM
Welcome & Year-End Review Roadmap
Info: Meet your instructor and learn what business owners should review in QuickBooks Online before tax season. We'll introduce the sample home-service business used throughout the workshop.
🕑: 10:05 AM - 10:25 AM
Bank Accounts, Credit Cards & Deposits
Info: Learn how to check reconciliation status in QuickBooks Online, review customer payments and deposits, and understand what to ask your bookkeeper when account balances don't match.
🕑: 10:25 AM - 10:50 AM
Understanding Your Profit & Loss
Info: Explore your Profit & Loss report, including business income, operating expenses, materials, labor, and subcontractor costs. Learn which figures to review and what questions to ask.
🕑: 10:50 AM - 11:05 AM
Unpaid Invoices & Outstanding Bills
Info: Learn how to review outstanding customer invoices and vendor bills in QuickBooks Online, understand receivables and payables reports, and identify balances that need follow-up.
🕑: 11:05 AM - 11:20 AM
Business Vehicles, Equipment & Loans
Info: Learn where to find assets and liabilities on your Balance Sheet, how major equipment and loans may appear, and what information to clarify with your bookkeeper or accountant.
🕑: 11:20 AM - 11:35 AM
Contractor Payments & Tax Documents
Info: Review subcontractor and vendor payment records, understand the importance of W-9 forms and supporting documents, and prepare questions about 1099 reporting for your tax professional.
🕑: 11:35 AM - 11:50 AM
Your Year-End Financial Review Checklist
Info: Bring everything together using the CERTALION Year-End Financial Review Checklist. Identify key reports, organize follow-up questions, and create your next-step action plan.
🕑: 11:50 AM - 12:00 PM
Questions & Answers
Info: Ask questions about the workshop topics and review the next steps for discussing your financial records with your bookkeeper or CPA. Individual tax advice and bookkeeping reviews are not included.
Event venue & nearby stays
Kevin Brady Community Center, 2250 Buckthorne Place, The Woodlands, United States
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