June 5: Bank Reconciliations & Financial Accuracy - $125

Outline

Time to fix what’s not matching. This class focuses on reconciling bank accounts, credit cards, and financial statements in QuickBooks to ensure the books are accurate and audit-ready. 🔸 Topics Covered: • How to do a full bank reconciliation step-by-step • Understanding the difference between “matched” and “cleared” • Reconciling credit cards, loans, and merchant accounts • Handling missing or duplicate transactions • Spotting red flags and unreconciled balances • What to do if your reconciliation is off 🔸 This is for you if: • You’ve ever skipped reconciliation because it “looked close” • You inherited messy books with unbalanced accounts • You want to catch errors before tax time • You want to provide CFO-level accuracy to your clients Leave this session with the tools and checklist needed to reconcile like a pro and deliver clean reports with confidence.