How to Prepare for a Company’s Year-End & Closing Year-End Entries Webinar

Fee: $100 CAD + Tax
Date: June 12, 2024
Time: 1:00 – 2:30 pm Eastern
CPD Credits: 1.5 Hours

Join us for this webinar and see a full demonstration of how to prepare the company books for Fiscal Year-End with Sage 50 Accounting. We begin with the year-end checklist and review the books for accuracy before sending them to the accountant for analysis. We will show how to review accounts, look for anomalies, spot errors, and make corrections. You will learn to record typical year-end entries, such as writing off bad debts and recording accountants’ year-end adjusting entries. We will demonstrate how Sage 50 rolls a company over into the new Fiscal Year, records transactions in the previous and current fiscal year, automatically updates balances, and maintains a secure audit trail. We end with finalizing the company’s Year-end Books.

Webinar Topics:

  • Fiscal year-end checklist
  • Review Financial Statement Reports
  • Review Accounts Receivable and Payable Subledgers
  • How to write off bad debts
  • Make corrections to Customer and Vendor accounts
  • Review Inventory and Vacation Pay Subledgers
  • Inventory adjustments and VP corrections
  • Account Reconciliation Review
  • Balance Sheet and Income Statement Review
  • Starting a new Fiscal Year and lockout date
  • Recording transactions in the previous and current fiscal year
  • Year-End adjusting entries
  • Finalizing and closing year-end
  • Questions

What’s Included:

  • 1.5-hour Webinar
  • Online webinar access with computer audio
  • Agenda and materials document
  • Webinar is recorded with 30-day access
  • CPD hours: 1.5

Who should attend:

This webinar is open to anyone who wants to learn how to prepare the books and complete a company’s fiscal year-end with Sage 50 Accounting.

How does the webinar work:

After registering, you will receive a registration confirmation email. 2 days before the webinar date, you will receive a reminder email with the webinar link, an access code and an agenda PDF. The webinar is open to connect 30 minutes before the webinar begins. Questions will be taken after demonstrations at the end of the webinar. Post-webinar, the recording link is emailed to you, and you will have access to view for 30 days.

Computer requirements:

A computer with an internet connection with computer audio and microphone. You can also attend using a headset with audio and a microphone. A computer video player is required to view the recorded webinar.

How do I register:

Click the register button on the page and complete the registration information, followed by payment. Once completed, you will receive an email to the email provided with the webinar information, fee, sales tax and payment receipt and confirming your registration. Registration closes 24 hours before the start of the webinar date and time. If you are registering on behalf of another person, you must make sure the person knows about and accepts the terms and conditions of the webinar. Payment types accepted: all major credit cards, debit cards, Apple Wallet and Google Wallet. Simply Training confirms the registration information is secure and meets Canadian security standards, and information is not shared or sold to anyone.

There are no refunds once the registration and payment are complete. However, the registration can be transferred to another person for the same webinar date and time. To transfer the registration to another person, Simply Training must receive the information 24 hours before the webinar start date and time.

Meet Your Presenter:

Sue Dupuy has 35+ years of experience as a business owner, an accounting and Sage 50 consultant and an educator in accounting, bookkeeping and accounting programs. Sue has instructed Accounting, Bookkeeping and Accounting Software Courses at one of Canada’s top Colleges, Conestoga College, and has written curriculum for accounting, Sage 50 Accounting and QuickBooks Accounting Programs. Sue was a Senior Trainer with Sage North America, providing online courses and webinars, and travelled all over Canada instructing on the Sage 50 Accounting Program. Being a part of Sue’s training is about passing on knowledge to attendees, teaching efficiency using Sage 50 Accounting, and learning faster processes and best practices. Sue always inspires you “to keep it easy.”

Webinar Changes or Cancellations:

Due to unforeseen circumstances, Simply Training will not be held liable in the event of the cancellation or changes in webinars beyond Simply Training’s control; any situation or causes that delay or prevent any or all of the webinars from happening. Simply Training reserves the right to change programming at its discretion.

This webinar is open to anyone who wants to learn how to prepare the books and complete a company’s fiscal year-end with Sage 50 Accounting.