QuickBooks® Setup Crash Course

QuickBooks® Setup Crash Course: Avoid the Top Ten Setup Errors

 

 

A small business workshop sponsored by:

Asian-American Entrepreneur’s Network and Fresh Concentrate

 

Hosted and co-sponsored by Sterling National Bank

 

Setup your books right!

During this workshop, you will personalize a step-by-step action plan for QuickBooks setup.  Whether you are setting up your books for the first time, or simply reviewing your initial setup to improve accuracy and efficiency, you will walk away from this workshop with new tools and deeper understanding of the inter-workings of QuickBooks.

 

In this workshop, we will cover:

 

• Calculating and entering Opening Balances in your new QuickBooks file

   

• Designing and structuring a meaningful Chart of Accounts

   

• Using and reviewing your Checking Account Register

   

• Developing your monthly bookkeeping and review task-list

   

• Avoiding and spotting 10 of the most common QuickBooks errors

   

This is not a teaser!  This fast paced one-hour workshop will require that you roll up your sleeves and get to work.  Note:  We usually teach QuickBooks setup and use over ten customized one-hour sessions.  This workshop provides an overview that you can use to do your own self-taught work, or use to structure a training program with your accountant.  Expect to walk out of this workshop with a list of additional self-learning exercises, and a task list for yourself or your bookkeeper.

 

Who should attend: This workshop is for QuickBooks beginners, entrepreneurs handling their own books, and those without a background in accounting or bookkeeping.  We prepared this workshop for business owners wanting to do their own bookkeeping, but the topic is also relevant to owners who will hire and oversee bookkeepers.

 

Agenda:

6:00 – 7:00 p.m. Networking and Refreshments, courtesy of Sterling National Bank

 

7:00 – 8:00 p.m. QuickBooks Workshop

 

8:00 – 8:30 p.m. Networking / Presenter available for questions

 

 

Presenter:

 

Jovena Natal , SPHR runs a NYC-based Human Resources and Accounting consulting firm, specializing in setup and training for businesses with one to 50 employees.  Jovena has used every version of QuickBooks since its inception.  She holds a BSBA degree in Entrepreneurship from American University , and a two-year degree in Accounting.  In addition to a year of public accounting experience, Jovena has setup about 100 companies on QuickBooks and was a hands-on bookkeeper early in her career.  She has setup systems for several companies that have gone public and been acquired.  She has successfully handled companies books through the due diligence process with Venture Capital firms and handled audits from top accounting firms.  She focuses her QuickBooks approach for small business on keeping things simple and avoiding unnecessary detail and complication.

 

Pre-registration is required!  We expect to fill up this workshop quickly – only 30 seats available!

Tuesday, July 29, 2008 from 6:00 PM - 8:30 PM (ET)

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Sterling National Bank - Corporate Offices
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Building entrance is on 52nd Street
New York, NY

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