Year End Workshop for Bookkeepers
This 1-hour on-demand workshop walks you through exactly what to review at year-end so your clients’ books are clean, complete, and truly ready for tax season.
You’ll learn the why behind each year-end step (not just the task), and you’ll receive the Google Sheets template I personally use to track and monitor the process - a tool many bookkeepers return to year after year.
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What You’ll Get
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1-hour on-demand workshop (immediate access)
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Google Sheets year-end review template
This purchase does not offer refunds.
Nikki Head
This was amazing! I got so much clarity and was a wealth of knowledge!
Sheila Watts
This workshop was what I needed heading into the end of the year. Katie and Karen are both incredibly knowledgeable. Getting access to their insight and expertise was so valuable. After the workshop I was in the right headspace to tackle the end of the year.
Megan Hopper
After the workshop I was able to get organized with my clients end of the year needs. The template provided helped me see what things need to be done and when and helped keep me on track. I learned about closing out the owners equity account for the previous year to show an accurate number for my clients each year. Highly recommend any of Katie's workshops and courses! :)
