Small Business Recordkeeping and Accounting
Get organized. Minimize taxes and maximize profits.
In the day-to-day running of a business, keeping track of information – paper & electronics invoices, bills, bank statements, credit card statements, tax filings, payroll, etc. – can be difficult. If you do it well you will have visibility that helps you make better management decisions. Do it poorly and you can be operating partially in the dark.
This practical workshop shows you some of the key areas you need to have organized in your business and how to get set up.
- Basics of accounting record keeping (double entry bookkeeping)
- Accounting system options (Excel, QuickBooks)
- Separation of business and personal finances
- Bank and credit card account reconciliation
- Cash vs. accrual accounting methods (explanation of the differences and the possible tax effects)
- Budgeting and expense tracking
- Managing receivables and payables (aging, etc.)
- Financial statement analysis (includes graphs and common size models)
- Tax savings strategies
Attend the workshop and get usable guidance on setting up your business’ workflow and paper flow so that they support and enhance your business. Learn 5 Things You Can Do Tomorrow to get organized and gain control.
Featured Speaker: Shelly Laughlin, CPA, MBA works in the Litigation and Tax Departments at J.D. Gilbert & Company preparing reports and exhibits required for all phases of divorce cases including initial filing, mediation, hearings, depositions, and trials. She also provides tax preparation services for individuals, businesses, and trusts. Prior to working in public accounting, Shelly owned and operated a marine towing business and worked for over 10 years as the Marketing and Operations Manager of Creative Tile Marketing, a United States agency representing international hard surface flooring manufacturers. Ms. Laughlin is the past president of South Broward Wheelers Bicycle Club and has completed two Ironman triathlons.
Fee: $30 for online pre-registration; $40 at the door.
Please Note: PayPal or credit card accepted with advanced registration. Cash, credit cards or checks accepted at the door.