QuickBooks Online for Home, Family & Estate Finances – Beginner-to-Expert Personal Accounting & Tax Prep
Learn how to use QuickBooks Online for personal, home, family, and estate finances from absolute beginner to confident expert. In this step-by-step course, you’ll see exactly how to set up personal bookkeeping, build clear personal financial statements, and organize everything you need for accurate tax preparation. We’ll cover real-life situations like tracking household bills and budgets, managing family savings and loans, handling estate and trust accounts, and preparing clean reports your tax preparer or CPA will love. If you’ve ever wanted QuickBooks Online to be your complete system for non-business personal finances, this course shows you how to do it the right way—clearly, simply, and in the proper order
C.P.E. AREAS OF STUDY ADDRESSED HERE....
- CONSULTING
- SPECIALIZED KNOWLEDGE IN SPECIFC INDUSTRIES
- BOOKEEPING AND ACCOUNTING
Individuals and Families may need to prepare statement made in compliance with G.A.A.P. Therefore, we will learn about the accountancy adjustments needed to comply with Accounting Standards Codification 274. We will discuss how to adjust the recorded transactions for many situations that a person or family may need to report financial information.
For all these great things, we use the most common and popular software, QuickBooks online.
You will see how to use the class tracking feature for tax planning and preparation and estimating personal income taxes. We will discuss how our records here can be adjusted to be in accordance with I.R.S. Publication 17 and all related forms.
Don’t let the opening fool you. It starts like a kid’s show because non-accountants need a little time and education before they can jump into the advanced accounting issues we will explain here. Many of the “civilian” students just want to have control over their families’ finances is the easiest and best possible way. You will learn how these financial record keeping techniques apply to Taxes and specifically Publication 17 for individuals.
It ends with a serios discussion of “Fiduciary Accounting” and all about how these QuickBooks Online records derived here can be adjusted by the proper person(s) to help manage the estate of the person whom you would be keeping the records for. It will save tome and add credibility, consistency and clarity to the transactions and reports when the person who does things the way we learned here passes away.
So this course will bring you full circle and will eventually apply to everyone. Why not take it now and always be able to help?!?!
