Small business owners often do not have an accounting background but they understand that they sell to customers, buy from vendors and pay employees. In this module, participants will learn the design and functionality of Quickbooks. Quickbooks was designed with the small business owner in mind. Participants will have an overview of the three basic areas under-utilized by small business owners:
- Credit card allocation and reconciliation – We will review the credit card allocation and reconciliation feature to show how to properly allocate those various expenses between business and personal.
- Budgeting – With a well thought out budget and accurate cash flow projections you can make great use of your funds.
- Reporting – We will learn the various business reports and accounting reports a small business owner should be using to monitor day to day operations.
Led by: Deana L. Bowden
Deana has nearly 20 years of public accounting experience, more than 10 of which have been with White Nelson Diehl Evans. She also has eight years of experience working for private companies, and has worked for two other accounting firms.
Her area of expertise includes the performance of audits, reviews and compilations. The industries she specializes in are manufacturing and distribution, non-profits, construction, educational institutions, and professional services. She also provides business consulting services to various entity types as well as perform employee benefit plan audits.
Deana is a resident of Yorba Linda. She has been married for 18 years and has two daughters. Her interests include fishing, camping and other outdoor activities. She is also an active professor at Irvine Valley College (IVC).
Wednesday, June 18, 2014
Light snacks will be served
Location: White Nelson Diehl Evans LLP
2875 Michelle Drive, Suite 300
Irvine, CA 9260