Welcome to Mastering Financials! Join us at the Do Greater Charlotte Foundation on August 9, 2025 at 10:00 AM for a deep dive into financial management. This is an 8 hour class (includes lunch.) Cost is $400 per person. Early Bird $350 before July 28th.
Are you a bookkeeper ready to level up your financial accuracy with confidence? Join us for this hands-on, scenario-based course that teaches you how to read, analyze, and correct financial statements with clarity and precision.
Learn how to:
- Read and Interpret Balance Sheets and Profit & Loss Statements
- Trace transactions from source documents and reports
- Detect common erros and correct them with confidence
- Understand equity movements like owner draws, dividends and reimbursements
- Create clean, audit-ready books that tell a true story of business health.
What You'll Get:
- Fillable Worksheets for hand-on practice
- Cheat Sheets: Month-end Checklist, journal templates and error spotting guide
- Branded Certificate of Completion
- Live Q&A with tax expert and Enrolled Agent: Kim Anderson, NTPI, EA, Consultant, (over 40 years of experience in taxes, bookkeeping and public accounting.)
Ideal For:
Bookkeepers, accounting clerks, accountants interested in small business accounting, and business owners who want clean books and better compliance.
Course Format:
1 day of Expert-Led Instruction, practical exercises, and real-world case reviews.
Don't miss this opportunity to take control of your finances and secure your financial future. See you there!
Spots are limited: Register now!
