Archives: Events

Group Dynamics Presentation

Rotary Club of Greater Corvallis Corvallis, OR, United States

Group Dynamics – Dynamite or Down the Drain Working as a collective can be challenging. Join us to discover ways to minimize the 80/20 rule as it shows up in group work. How do we get less active members more engaged? How do we temper the impact dominant members have on the group? Jackie will […]

Fashion, Finance and Feminism Presentation

Trillium Event Center 4455 NE Hwy 20, Corvallis, OR, United States

Fashion, Finance and Feminism – Are Dress Codes Out of Date? Dress codes have become a hot topic for schools, public venues like clubs and the workplace. Is your dress code a burden on your employees? Do people that get paid the least spend the most on clothing for work? What does professional look like […]

Remodelers Advantage – Fall Focus Packets 2020

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 – 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 […]