VARC Lunch N Elearn - Ensure Your Books are CPA Ready
Tue Feb 03 2026
Brad White, CEO of VARC Solutions, discussed a 48-point checklist for ensuring QuickBooks books are CPA-ready. Key points included reviewing the chart of accounts for redundancies, analyzing trends in profit and loss statements, and conducting regular bank reconciliations. He emphasized the importance of accurate reports, routine maintenance, and avoiding penalties. Specific actions like merging redundant accounts, identifying errors in AR aging reports, and ensuring timely sales tax payments were highlighted. Brad also recommended using tools like Rewind Backups for QuickBooks Online to maintain accurate financial records. Thank you to our sponsors VARC Solutions: https://varcsolutions.com/ Instagram: varc_solutions Twitter: varcbase Facebook: varcbase LinkedIn: varc-solutions Show Links Website: https://varcsolutions.com/theres-a-solution-for-that-podcast/ Apple: theres-a-solution-for-that Spotify: TheresaSolutionforThat YouTube: TheresasolutionforThat
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Brad White, CEO of VARC Solutions, discussed a 48-point checklist for ensuring QuickBooks books are CPA-ready. Key points included reviewing the chart of accounts for redundancies, analyzing trends in profit and loss statements, and conducting regular bank reconciliations. He emphasized the importance of accurate reports, routine maintenance, and avoiding penalties. Specific actions like merging redundant accounts, identifying errors in AR aging reports, and ensuring timely sales tax payments were highlighted. Brad also recommended using tools like Rewind Backups for QuickBooks Online to maintain accurate financial records. Thank you to our sponsors VARC Solutions: https://varcsolutions.com/ Instagram: varc_solutions Twitter: varcbase Facebook: varcbase LinkedIn: varc-solutions Show Links Website: https://varcsolutions.com/theres-a-solution-for-that-podcast/ Apple: theres-a-solution-for-that Spotify: TheresaSolutionforThat YouTube: TheresasolutionforThat