Archives: Events

NARI NJ Chapter Meeting: QuickBooks and Estimating On Wednesday March 11 Jackie Shaw will be presenting to the NJ NARI Chapter. Click HERE for more info

Remodelers Advantage Round Table Members: The Fall focus packets are due 8/21/20. You will be reporting data through 6/30/20.   Please review the list of reports that need to be submitted. P&L for 1/1/20 - 6/30/20 with percent of income column Balance Sheet 6/30/20 with previous year same period comparison (So 6/30/19) - include the […]

Remodelers Advantage Round Table Members: The Spring focus packets are due 3/26/21. You will be reporting data through 12/31/20. Please review the list of reports that need to be submitted. P&L for 2020 with percent of income column Balance Sheet 12/31/20 with previous year same period comparison - include the dollar change column Annual Budget […]

Description: Have you ever been in a Roundtables meeting and it seems like one member knows everything about financial statements and you are flipping (or clicking) through packets just trying to keep up? Not any more. In celebration of Financial Literacy Month, facilitator and QuickBooks expert Jackie Shaw will guide you through the process she […]

Description: Have you ever been in a Roundtables meeting and it seems like one member knows everything about financial statements and you are flipping (or clicking) through packets just trying to keep up? Not any more. In celebration of Financial Literacy Month, facilitator and QuickBooks expert Jackie Shaw will guide you through the process she […]

Presentation Event Details  5/20/21 Event Time: 4:00 - 5:30pm PST Presentation Time: 45 minutes plus Q&A Organization: Master Builders Association of Seattle     Description: Budgets are one of the most valuable tools for a business owner. How often should you review and edit your budget?  What expenses act like a step function vs. linear? […]

Looking for time tracking software? Getting tired of TSheets? Come hang out with Jackie and Ryan. Details below:   Accurate job costing data and the ability to look at estimated costs compared to actual and accurate cost information is vital to many industries. Join busybusy and GO! for a lively, fun, and frank conversation about […]

In person event at the Corvallis Chamber of Commerce. Also broadcast digitally for folks out of town.    Wednesday, May 17th 12 -1:30. Cost: $25   Sign up HERE

Budgets are one of the most valuable tools for a business owner. But all too often business owners create a budget and then do not use it to make business decisions.   eLearning (remote) only. Recording available for anyone who can't make it to the live broadcast.    Wednesday, May 24th 12 -1:30. Cost: $200   […]

Not everyone wants to hire a bookkeeper, and if you're willing to do the books yourself, it's quite doable. But you definitely want to make sure that you know what you're doing.  In this fun and lively training, we will teach you everything you need to know to do your own bookkeeping.  Wednesday, June 21st, […]

Embracing the role of record keeper to reduce embezzlement and increase the quality of financial reports Join us for an entertaining and educational conversation about company cultures that encourage embezzlement. Wednesday, December 20, 10 - 11. Free Sign up HERE

You will learn: - How to understand the difference between the roles of bookkeeping and tax prep - What your CPA office handles versus what your bookkeeper should take care of - The impact on sending inaccurate financials to your tax preparer - The long-term negative impact on companies who neglect their bookkeeping   Wednesday, […]

Bookkeepers and accounting managers ensure they're doing everything they can to help CPAs during tax time. With a shortage of CPAs in the U.S., it’s becoming more and more important to make sure that bookkeeping clients have solid clean books to turn over to CPAs. Rightfully so, more and more CPAs are turning away clients […]

The news is full of stories of fraud and embezzlement. And the reality is that these cases are completely preventable with some simple accounting controls. But unfortunately accounting controls are often overlooked - especially in small businesses. Learn how to protect your company from fraud and embezzlement.  Join us on May 30th for a look at what […]

About this event Join us for a comprehensive training designed specifically for nonprofit treasurers eager to enhance their financial oversight skills. This session will provide you with a solid foundation in understanding and managing nonprofit accounting. Participants will learn how to read financial statements (including what questions to ask), how to work with a bookkeeper, […]