There can be no doubt that accounting and tax software capabilities have improved drastically over time. Gone are the days of paper reconciliations and 10-key tapes attached to reports. However, as automation has increased, practitioners may wonder whether the software is performing all the critical checks that it should.

When software reconciles an account, can we rest assured that it is correct? Are there key screens that we should be looking at as a part of our month-end processes? How can we be sure that automated transactions are coming over correctly?

In this course, we will dig into what the software is doing and how we can be sure the software is correct. We will also discuss how to investigate variances and apply analytical techniques to month-end reporting.

Who Should Attend:

Tax practitioners, small business owners, and other accountants looking to serve their companies or clients in the areas of payroll services or operations.