Get Organized!, LLC [GO!]

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 | 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 | 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 | 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 | 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 | 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
