Date: Wednesday, June 15, 2016
Time: 9:00 am - 4:00 pm
Location: Online
Webinar, - ZOOM Directions
Price: $125.00
PRE-REGISTRATION REQUIRED
Lunch Provided
This workshop will review the basic elements necessary to keep precise business financial records using easily available accounting software such as Quickbooks. Learn how to create accurate financial statements and how to interpret them. Identify the key numbers and ratios that can help you understand your financial results and how to use these ratios to plan and manage your cash flow effectively.
TOPICS to be covered:
Understanding Accounting/Bookkeeping Practices for a Small Business
Transactions – the heart of Financial Record Keeping; Sales, Expenses, Bank Reconciliations, Sales Taxes, Income Taxes, Yearly Financials; Primary Stakeholders (Owners, IRS etc)
Bookkeeping Basics
Double-entry accounting; Chart of Accounts, Establishing accurate records for taxes; Payroll Services
Your “Bean Team” & Their Roles
Bookeeper; Accountant; Tax/Investmetn Advisors
Quickbooks (Intuit)
Options (Online Quickbooks, Downloaded Versions); Ancillary Services (Payroll, Merchant Services, POS Sales Systems)
Understanding Financial Statements
Profit Loss Statement, Cash Flow Statement, Balance Sheet
Key Financial Ratios
Metrics for Optimizing Company Performance
Your Presenter(s)
Elizabeth Ladu
With over 25 years of financial and management experience, Elizabeth “Libby” Ladu has reviewed and consulted with hundreds of businesses – small, medium and large. During her years as Managing Director in the investment banking division of two large European banks, Elizabeth has created business tools to help leaders articulate their plans and provided counsel to assist them in achieving their financial goals.
