This training class is an introduction to the basic functions of QuickBooks. It will cover topics starting with the initial setup and end with creating the financial reports that summarizes the heath of the business. QuickBooks can save the company money by delivering a completed financial statement to their tax accountant as opposed to a series of loose transactions that would have to be summarized by the accountant. Gain the knowledge of the record keeping processes in order to track company sales, expenses, and bank activity, and summarize those transactions to determine your company’s financial position. Attendees will learn and take away: • Initial set-up • Recording sales transactions from clients • Reconciling bank accounts • Running reports • Knowledge of the record keeping processes that allow a company to track company sales, expenses, and bank activity, then summarize those transactions to determine the company’s financial position
Speaker(s): Don Potratz, Long's Peak Accounting, LLC
Presenter Bio: Don Potratz is the small business owner of Long’s Peak Accounting, LLC. As a former executive at the nation's top payroll company, Don led the development of specialized accounting and payroll systems for small businesses. He brings decades of accounting and payroll expertise to businesses in the Front Range, where he lives with his wife, daughter and Great Dane, Apollo. *Thanks to sponsorship from the City of Longmont and the Longmont Area Economic Council, current and prospective city of Longmont businesses can attend at no cost! The Colorado Small Business Development Center Network is partially funded by the U.S. Small Business Administration. The support given by the U.S. Small Business Administration through such funding does not constitute an expressed or implied endorsement of any of the co-sponsors' or participants' opinions, products or services. The Colorado SBDC is a partnership between the Colorado Office of Economic Development and International Trade, the U.S. Small Business Administration, Colorado's institutions of higher education, and local development organizations.
Fee: $ 45.00