Grow Now: Managing Your Financials With QuickBooks (San Antonio) - S3 of 4

This comprehensive 4-week program is designed to emphasize the critical importance of effective financial management in achieving sustainable business success. Throughout the sessions, participants will gain invaluable insights into the intricate workings of financial management, equipping them with the knowledge and skills necessary to navigate and optimize their business's financial landscape. Join us as we explore the multifaceted aspects of financial management and unlock a wealth of invaluable knowledge essential for business prosperity!

Module Three - Online

Reconciliation of Balance Sheet Accounts

This session will discuss the importance of reconciling balance sheet accounts monthly and how to resolve any duplications or missing transactions. You will walk away with the knowledge of reconciling statements in QBO and correct any missing or duplicated transactions.

Presentation and Module will touch on the following elements:

1. Review and Classify Current Bank Feeds

1. Reconcile Bank Accounts

1. Reconcile Other Asset & Liability Accounts

1. Module Three Homework Assignment

1. Post-Module Survey

1. Schedule 1:1 consultation with contract SME to complete homework

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