Sold Out

QuickBooks DIY Best Practices for Business Owners - 2018 Seminar Series

Sales Have Ended

Registrations are closed
Online registration for this seminar closed on the morning of Oct. 22nd. Please call our office at (360) 385-6961 to inquire about attending. NOTE: Information on other upcoming Small Business Seminars can be found at: https://www.thebuinessguides.com/seminars.

Event Information

Share this event

Date and Time

Location

Location

The Business Guides

1005 Lawrence Street

Port Townsend, WA 98368

View Map

Sales Have Ended

Registrations are closed
Online registration for this seminar closed on the morning of Oct. 22nd. Please call our office at (360) 385-6961 to inquire about attending. NOTE: Information on other upcoming Small Business Seminars can be found at: https://www.thebuinessguides.com/seminars.
Event description

Description

Better books lead to better business decisions. We'll share tips on how to utilize your bookkeeping system to run your business based on good financials. We'll show specific examples of what to do -- and what not to do. Geared for do-it-yourself QuickBooks users.

As tax preparers, we've seen it all: not booking separate principal and interest payments; not matching payments to receivables; not reconciling bank statements. Bad data can negatively affect your tax return and give you an inaccurate picture of your business's operation.

We'll show specific examples of what to do -- and what not to do -- on the QuickBooks platform. There will be time for your questions.

(We will not be guiding you through QuickBooks exercises on your own computer; leave it at home.)

This seminar topic scored highly on our annual client survey, and we are pleased to present it for the first time in 2018.



WHO WILL BENEFIT?

QuickBooks users who are doing their own bookkeeping, not paying a professional bookkeeper. This is not a how-to-set-up-QuickBooks class, nor will it dive deeply into tricky issues like inventory or billing. We'll touch on payroll, but it's not necessary to have employees to benefit from this class. It doesn't matter if you're using cash or accrual basis, or a desktop or online version of QuickBooks.



PRESENTERS:

Lucianne Pugh, seminar speakerLucianne Pugh, Accountant, The Business Guides ~ Lucianne is The Business Guides’ resident QuickBooks expert. She has extensive background in retail grocery accounting and management, as well as non-profit finance experience. At The Business Guides, she prepares corporate and individual tax returns and also helps clients set up their bookkeeping platforms to ensure accurate entries.

Sarah Hadlock, seminar speakerSarah Hadlock, CPA, CFP ®, Vice President, The Business Guides ~ Sarah Hadlock is the Vice President of The Business Guides and is a CPA as well as a Certified Financial Planning® professional (CFP ®). She joined the firm in 2012 and has managed The Business Guides team since 2015. Her background includes nonprofits and banking, and she serves on the boards of the Jefferson County Chamber and Port Townsend Noon Rotary.



WHAT PAST ATTENDEES HAVE TO SAY ABOUT THE SEMINAR SARAH SPEARHEADED IN 2017:

“Very informative. Great to be able to participate.”

“Good attention to individual questions, well organized. Presenters engaged, enthusiastic, and clearly well prepared to make core concepts and more advanced materials as accessible as possible.”

“Well organized, useful info. Open to questions, let questions drive the agenda.”



FAQs:

- How many people from my business may attend?

You may reserve up to two seats when you register. Seating is limited to 30 participants for these free seminars, so we respectfully request that you register a maximum of two people associated with your business, such as yourself and your spouse, or yourself and a key employee. Employees are welcome to attend without the business owner.

- Will I get a reminder email about this event?

Yes, at the email you used when registering. You will receive a confirmation email immediately, and a reminder email in the days before the event. Please share with the additional person you registered, if applicable. We recommend you add the event to your calendar.

- Can I edit my information after registering?

Yes, if you create a free Eventbrite account, you may log on and edit your order information on the Tickets page anytime up until the day of the event. You may update the information on your order (like name, email address, or answers to the organizer's questions), or you may cancel the order to free up your seat. You can create an account after the fact by following the TIP below.

- Is it necessary to create an Eventbrite account?

No, but creating an account at the end of the registration process will make it faster to register for other seminars offered by The Business Guides, and for other events promoted through Eventbrite. TIP: Not sure if you have an account with Eventbrite? Enter your email and you'll either see a "Password" field to log in or a link to "Sign up for free." Then you will have access to your saved orders under that email address.

- What if I can't attend after registering?

If your plans change, and you cannot attend, please let us know as soon as possible so we may offer your seat to someone on the waiting list. You may cancel your order by logging into Eventbrite (see above). Or you may contact The Business Guides directly (see next answer).

- How can I contact the organizer with any questions?

Marketing & Seminar Coordinator Shelly Randall can be reached at shelly@thebusinessguides.com or by phoning (360) 385-6961, ext. 7.

Date and Time

Location

The Business Guides

1005 Lawrence Street

Port Townsend, WA 98368

View Map

Save This Event

Event Saved