Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.

Sponsors
FutureView Systems - https://uqb.promo/bez
UNC - https://uqb.promo/unc

Books Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/edit

Alicia’s current classes: 

• Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  
• Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 
• Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  

Dan’s Links

• Schoolofbookkeeping YouTube: https://snip.ly/SOBYT 
• Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday

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