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  • Remodelers Advantage – Spring Focus Packets Due 3/26

    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 […]

  • How to Review Financial Statements – Level One 4/13 – 4/15

    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 […]

  • How to Review Financial Statements – Level One 5/3 – 5/5

    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 […]

  • Budgets: How to Forecast, Track and Adapt 5/20

    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? […]

  • Job Costing with QuickBooks Desktop & busybusy!

    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 […]

  • Budgeting 101: Create a Budget for Your Business

    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   […]

  • DIY Books: Bookkeeping for Micro Business Owners

    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, […]

  • The Receipt Revolution with Uncat & Brass Jacks

    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

  • What Every Micro Business Owner Should Know Before Their Taxes are Done

    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, […]

  • How to Become a CPA’s Favorite Bookkeeper

    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 […]

  • Accounting Controls 101: How to Make Your Business Embezzlement-Proof

    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 […]

  • Treasurer Training: Understanding Nonprofit Accounting

    Benton Community Foundation The Jim & Cheryl Jordan Leadership & Learning Center 340 NW 5th St, Crovallis, OR, United States

    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, […]

  • 5 Things to Remember During Year-End Close

    The Melody Event Center Morrison Room - 2nd Floor 615 SE Alder St, Portland, OR, United States

    About this event Preparing for the year-end close can be a complex process for nonprofits, but understanding common pitfalls can make all the difference. Join us for a comprehensive training that will not only help you avoid critical mistakes and ensure a smooth financial close, but also set the stage for a successful new fiscal […]

  • 5 Things Businesses Get Wrong During Tax Season

    Peak Credit Union 545 E 8th Ave, Eugene, OR, United States

    We invite business owners and bookkeepers to join us for an entertaining and educational presentation that will teach you how to keep your relationship with your tax preparer in good standing and reduce tax season stress. Every year, small businesses make avoidable mistakes that frustrate their CPAs, slow down the tax prep process, and in […]

    $15