Bookkeeping & Accounting Part II: Managing Daily Transactions
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 the basics of managing cash-flow.
Learning Objectives:
- Learn how to collect, track, and record sales.
- Learn how to manage your bills and record expenses.
- Learn what steps to take to ensure accuracy.
How You Will Benefit:
Specific tools you will gain:
- Master the ins and outs of customer invoicing and managing accounts receivable
- Understand the basics of paying bills and managing accounts payable
- Reconcile your bank and credit card accounts to ensure accuracy
Helpful Information:
Location: ELEVATE coSPACE, 711 Granite St., Frisco
Facilitator: Suzy Schutz, Apis Business Solutions
Materials Needed:
1) Financial Reports — this will enable you to make notes as they relate to each specific activity.
2) Laptop + Charger w/ Current Accounting Program — having these handy will allow Suzy to provide relevant feedback specific to your current set-up.
3) Snacks & refreshments as needed
