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May 2021

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

May 3 @ 3:00 pm - May 5 @ 4:00 pm

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…

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

May 20 @ 4:00 pm - 5:30 pm

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…

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June 2021

QuickBooks Guided Tour – Self Paced Online Course Summer Term 6/28 – 8/5

June 28 @ 8:00 am - August 5 @ 5:00 pm

Whether you are new to accounting computer programs or you want to learn some new tips and tricks for using QuickBooks, this four-hour self-paced online course will provide you with a tour of how to navigate QuickBooks, a basic review of accounting terms, and an overview of various functions within the software in a fun environment. This class is slower paced so students new to QuickBooks can become more comfortable with the software. This course is monitored by the instructor…

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QuickBooks Level 1 – Self Paced Online Course Summer Term 6/28 – 8/5

June 28 @ 8:00 am - November 3 @ 5:00 pm

From creating a new QuickBooks file to running reports, this class will walk you through examples of QuickBooks desktop functionality.  This ten-hour course is designed to provide you with the scope of capabilities available in QuickBooks. You will be introduced to basic functions including chart of accounts, bank reconciliations, accounting terminology, customizing & using reports, and more in a fun environment that encourages Q&A. This course is fast paced so experience navigating software and previous exposure to computer-based accounting is…

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QuickBooks Level 2 – Self Paced Online Course Summer Term 6/28 – 8/5

June 28 @ 8:00 am - August 5 @ 5:00 pm

The goal of this class is to introduce accounting clerks and bookkeepers to Controller level accounting processes. This twelve-hour course is designed to provide you with advanced QuickBooks desktop and bookkeeping skills. You will be introduced to month end and year end closing processes, locating and fixing errors, comparing how QuickBooks Desktop and QuickBooks Online function and more in a fun environment. Prequalification includes taking QuickBooks 1 and at least 1 year of computer-based accounting experience. 8 weeks, starting 6/30…

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