NARI NJ Chapter Meeting: QuickBooks and Estimating
2020-03-11 19:00 - 20:00 UTC | OR
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 - Fall Focus Packets 2020
2020-08-21 08:00 - 17:00 UTC | OR
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 dollar change column
Annual Budget for 2020 – Revised for second half of the year
WIP for 6/30/20

Remodelers Advantage - Spring Focus Packets Due 3/26
2021-03-26 | OR
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 for 2021
WIP for 12/31/20

How to Review Financial Statements - Level One 4/13 - 4/15
2021-04-13 15:00 - 2021-04-15 16:00 (America/Los_Angeles) | OR
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 uses when reviewing financials statements. You will be provided with a ‘cheat sheet’ to use when reviewing the Profit & Loss and Balance Sheet for your own company and your fellow members. What are the red flags? What do correct reports look like? We will answer these questions and more during two one-hour classes.
Date/Times: Two one-hour classes.
Tuesday 4/13 and Thursday 4/15 at 3pm EST/ Noon PST
Location: join.me/getorganized.
Price: $333
Class Prep: Pick one company’s Profit & Loss (Income Statement), Balance Sheet and %Completion (WIP) Worksheet to use as your class examples. It can be your own, or another member’s reports. To ensure confidentiality, please join the meeting using your first name and last initial. All attendees will be muted and all questions will be submitted via the chat feature. The only reports that will be shared on-screen will be the example reports that Jackie will use during class.
Click HERE to register*

*This class is available to RA members only

How to Review Financial Statements - Level One 5/3 - 5/5
2021-05-03 15:00 - 2021-05-05 16:00 (America/Los_Angeles) | OR
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 uses when reviewing financials statements. You will be provided with a ‘cheat sheet’ to use when reviewing the Profit & Loss and Balance Sheet for your own company and your fellow members. What are the red flags? What do correct reports look like? We will answer these questions and more during two one-hour classes.
Date/Times: Two one-hour classes.
Monday 5/3 and Wednesday 5/5 at 3pm EST/ Noon PST
Location: join.me/getorganized.
Price: $333
Class Prep: Pick one company’s Profit & Loss (Income Statement), Balance Sheet and %Completion (WIP) Worksheet to use as your class examples. It can be your own, or another member’s reports. To ensure confidentiality, please join the meeting using your first name and last initial. All attendees will be muted and all questions will be submitted via the chat feature. The only reports that will be shared on-screen will be the example reports that Jackie will use during class.
Click HERE to register*

*This class is available to RA members only

Budgets: How to Forecast, Track and Adapt 5/20
2021-05-20 16:00 - 17:30 (America/Los_Angeles) | OR
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? How can you use budgets to project staffing needs?
Too often business owners create a budget and then do not use it to make business decisions. In this fun and lively presentation, we will review how to create a budget, what to look for when reviewing Budget vs. Actual reports and when to revise budgets to adapt to changes that impact your business.

Bio: Jackie Shaw is the founder and principal consultant of Get Organized!. She is a proven educator, mentor, and business advisor and one of the top national advisors for the Remodeling and Construction industry. Jackie facilitates Round Table peer group meetings, presents at national conferences and has been a guest speaker on podcasts and webinars. Her QuickBooks classes offered through the Linn-Benton Community College Small Business Development Center are available online and she is a co-author and Editor-in-Chief of The Remodelers Ultimate QuickBooks Manual 2021 Edition.

Job Costing with QuickBooks Desktop & busybusy!
2022-08-31 10:00 - 11:00 (America/Los_Angeles) | OR
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 how to best use busybusy time tracking software with QuickBooks Desktop. Jackie Shaw will provide the ultimate guide to job cost accounting including the components that make up labor costs, why accurate time tracking is vital to job costing, and how to ensure your books are accurate on a weekly and monthly basis. Business owners and bookkeepers alike will benefit from attending this webinar. See you there!

Click HERE to sign up

5 Reasons You Can’t Find a Good Bookkeeper…and what to do about it
2023-05-17 12:00 - 13:30 (America/Los_Angeles) | Corvallis Chamber of Commmerce, OR, United States
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

Budgeting 101: Create a Budget for Your Business
2023-05-24 12:00 - 13:30 (America/Los_Angeles) | OR
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

Sign up HERE

DIY Books: Bookkeeping for Micro Business Owners
2023-06-21 11:00 - 12:30 (America/Los_Angeles) | OR
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, 11 -12:30. Cost: $250
Sign up HERE

The Receipt Revolution with Uncat & Brass Jacks
2023-12-20 10:00 - 11:00 (America/Los_Angeles) | OR
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
2024-02-21 10:00 - 11:00 (America/Los_Angeles) | OR
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, February 21, 10 – 11. Free

Sign up HERE

How to Become a CPA's Favorite Bookkeeper
2024-03-13 12:00 - 13:00 (America/Los_Angeles) | OR
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 with books that require extensive corrections. Their firms’ want to focus on those with clean books so they can maximize the number of clients they support at tax time.
This course will cover key, common bookkeeping factors that are often missed by bookkeepers and create problems for CPAs. Attend this webinar to be the star bookkeeper that CPAs and clients will always want to have!
Learning Objectives:

List the steps to a complete and clean year-end close
Evaluate what most bookkeepers miss that causes extra work for CPAs
Identify two key aspects of reconciling and find out if you are doing both
Recognize what records to deliver that can support and expedite work done by your CPA’s staff
Identify unique requests that CPAs have made of the presenters as the presenters share their insight in working with these requests
Outline how to find a new client referral stream from CPA firms

Wednesday, March 13th. Free
Sign up HERE

Accounting Controls 101: How to Make Your Business Embezzlement-Proof
2024-05-30 11:00 - 12:30 (America/Los_Angeles) | OR
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 accounting controls are and how you can implement them in your company.
Sign up HERE

Treasurer Training: Understanding Nonprofit Accounting
2025-02-20 09:00 - 10:30 (America/Los_Angeles) | Benton Community Foundation The Jim & Cheryl Jordan Leadership & Learning Center, 340 NW 5th St, Crovallis, OR, 97330, 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, and tips on presenting financial statements to the board. Whether you’re new to the role or looking to refresh your skills, you’ll gain valuable tools and knowledge to confidently manage your organization’s finances and support the mission.
Cost
$45 NAO Members
$75 for Nonmembers
This event is Network Pass eligible.
Sign up HERE

5 Things to Remember During Year-End Close
2025-05-20 09:00 - 10:30 (America/Los_Angeles) | The Melody Event Center Morrison Room – 2nd Floor, 615 SE Alder St, Portland, OR, 97214, 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 year, filled with opportunities and growth.
Participants will learn about:

1099 Compliance: Many nonprofits mistakenly believe they are exempt from 1099 contractor rules. We will clarify when and why these forms are necessary to keep your organization compliant and avoid potential penalties.
Payroll: We will review the essential elements of payroll management, including state and federal tax compliance and accurate, timely processing.
Restricted Funds: We will cover best practices for accurately tracking and managing these funds over multiple fiscal years.
Full Balance Sheet Review: Ensure your balance sheet accounts match third-party documentation to maintain accuracy, reliability, and transparency in your financial statements.
Improving Annual Reports: Having your accounting framework set up correctly helps streamline the creation of annual reports. We will discuss how to simplify reporting and improve the quality of your financial disclosures.

Cost
$45 for NAO Members
$75 for Nonmembers
This event is Network Pass eligible.
Sign up HERE

5 Things Businesses Get Wrong During Tax Season
2025-11-05 09:00 - 11:00 (America/Los_Angeles) | Peak Credit Union, 545 E 8th Ave, Eugene, OR, 97401, 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 some cases, even jeopardize the relationship with the tax preparer. With the huge shortage of accounting professionals in the U.S., what can you do to ensure tax season stops being such a scramble?
In this lively and practical session, Jackie Shaw will walk you through the five most common missteps business owners make, and how to avoid them.
You will learn how to:

Prep your books before the year ends so you are not caught off guard in the spring
Handle IRS rules (like W9 collection) the right way
Avoid major bookkeeping errors that many small businesses are making
Understand the unique nature of S-Corp officer benefits
What Retained Earnings is and why it is important to keep it accurate

If you have ever felt stressed or unprepared when tax season rolls around, this session will give you simple, proactive steps to make 2025 your smoothest year yet (and keep your CPA happy along the way).
Click here to Register

Make Money Series: Sales, Tax Advice, & Forecasting
2025-11-05 17:00 - 2025-11-19 18:30 (America/Los_Angeles) | Linn-Benton Community College SBDC, Chinook Hall, 212 757 NW Polk Ave., Corvallis, OR, 97330, United States
Hear from local companies like 2 Towns Ciderhouse, Peoria Gardens, Brass Jacks, and others with top small business advice about sales, taxes, making and managing money. Hear from expert salespeople, CPAs, and bookkeepers! This will be a targeted, strategic series all about improving your bottom line. It will be capped off by a talk on managing your budget and forecasting out your money. Come learn with us and from local business people who’ve been there.
Price reduced to increase accessibility of the course! Reach out to sbdc@linnbenton.edu to inquire about scholarships for financial need.
Course Record Number (CRN): 29156
Click here to Register
