Summary
Full Transcript
In this meeting, we celebrate our community's incredible growth and discuss the exciting launch of our free bookkeeping course, which is gaining amazing traction. We'll walk you through a live, step-by-step tax simulation for a high-income earner ($1.3M) using ProConnect tax software. See how we handle large charitable deductions, solar tax credits, and navigate the complexities of both federal and California state returns. Plus, get a first look at a new, updated QuickBooks Online (QBO) interface and join our discussion on tools and best practices for converting PDF bank statements and categorizing transactions. Finally, we discuss our new initiative to provide course completion certificates to help you build your professional portfolio! Any persons, details, and financial info are fictional and are used for educational purposes only. FOLLOW US: FB page: Borderless Accountants FB group: Borderless Accountants Community Tiktok: @borderlessaccountants
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