Events for Thriving Business Women


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Bookkeeping Like a Boss

February 24, 2018 @ 9:00 am - 4:00 pm PST

Why would the boss need to learn how to do the bookkeeping? Isn’t that something you hire someone else to do?

Well yes, you do. BUT, many of us start our businesses playing all of the roles because there isn’t budget to hire someone to handle those things that we don’t want to do. Even if you want to hand it off to someone else as soon as humanly possible you still need to know the basics.

  • What do the numbers mean?
  • How do you interview a potential bookkeeper?
  • What are the essential reports that you need? And how do you read them?
  • What are some ways to automate the process to make it easier?
  • What are all of the different financial “roles”? CPA, EA, Bookkeeper, CFO, Accountant

In this one-day seminar you will learn all of this and more in plain English that anyone can understand. We will cover what accounting software you need in your business to get started and what is overkill. We will discuss setup of simple systems to capture all of your information so that it is neatly stored and ready to give to your CPA at tax time. We will discuss the types of things your CPA will ask for and how to make getting that information quick and painless. We will go over some of the most common business deductions as well as talk about a couple that you might not have considered.

You will leave with a workbook with checklists and information to help you get your books organized and keep them organized.


Heather Christison
(510) 326-0001
View Organizer Website


Walnut Creek, CA United States + Google Map

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