Archives: Events

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, […]

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 […]