Bookkeeping & Accounting Part I: Setting Up Your Accounting Systems
Description:
A common challenge for business owners is: do I do my own bookkeeping, or do I hire someone to maintain my books for me? Whether performing the work yourself or outsourcing your bookkeeping duties, this series of workshops is designed to give you the bookkeeping know-how and accounting skills you need to keep your financial house in order.
Whether you are a new start-up setting up your books for the first time, or an existing business taking a fresh look at your accounting systems, the road to meaningful reporting begins with a structure that fits your company. During this hands-on workshop, you will learn what answers your accounting system should provide, where you find and store the source of those answers, and how to get reports that tell your financial story. You will gain the know-how to make adjustments as you add new product and service lines, hire more staff, and implement new processes that affect the bottom line.
Limited seats are available in this course.
How You Will Benefit:
Specific tools you will gain:
- Define what you need to track in order to pick the right tools
- Design or redesign your account list to ensure meaningful reporting
- Utilize a month-end checklist to help you get it done right
Helpful Information:
Location: ELEVATE coSPACE, 711 Granite St., Frisco
Facilitator: Suzy Schutz, Apis Business Solutions
Materials Needed:
- Financial Reports — this will enable you to make notes as they relate to each specific activity.
- Laptop + Charger w/ Current Accounting Program — having these handy will allow Suzy to provide relevant feedback specific to your current set-up.
- Snacks & refreshments as needed
