withRachelCampo at Blue Point Geer Street
Next held on Thu, May 11, 2017 at 6:45 pm - 8:15 pm
This enrollment runs from Thu May 11, 2017 - Thu May 25, 2017
Bookkeeping Tools for Micro to Small Business Owners Create a bookkeeping system that works for your business!
Does bookkeeping seem like a low priority chore until it becomes a monumental task at tax time? Do you want to know how to track your business' profitability? Are you easily tracking your business expenses? We will address these topics in a three-part workshop designed specifically for small business owners. Using QuickBooks Online, QuickBooks Desktop, or an Excel spreadsheet, we will set up a simple system that tracks your expenses, shows your profitability, and reduces the stress associated with paying taxes.
Week 1: Why is this stuff important? Setting up QBO for your business: o Retail o Service o Food Setting up Excel spreadsheet to run your finances Charts of Accounts
Week 2: Money In, Money out! Lumpers and Splitters recording expenses Paying sales tax: on what, to whom, when, and how much? o Letting QBO handle that for you o Tackling it in spreadsheets Keeping your CPA happy
Week 3: Keeping up with your transactions Profit and loss and why you want to know about it o Profitability o Why your bank account balance doesn't tell you what you need to know o Month end reports that are informative
Rachel Campo has worked with small businesses since 2012 as a bookkeeper and staff accountant. She loves helping business owners demystify their own books and empower themselves to make healthy financial decisions.