Event Details

Date: June 30, 2021
Time: 2:00 pm to 3:00 pm
Location: Online via Zoom
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Point of Contact: Kiki Leavy

Program Format: Online Meeting (Live)
Training Topics: Accounting/Budget, Business Financing, COVID-19 General Support, Internet/Web Training, Managing a Business, Technology

It is no secret that getting your finances straight is essential for every small business. This task can seem daunting for anyone that has not done so before. Join us for a three part QuickBooks series that will walk you through setting up your records to ensure organization, efficiency, and peace of mind. This session is for businesses that are already familiar with QuickBooks at a basic level and are looking for new ways to utilize the software. Open office hours will immediately follow where attendees can ask the guest speaker additional questions. Having a QuickBooks account prior to the session is highly encouraged.

Attendees will be able to:
– Understand advanced financing options in QuickBooks
– Learn how to create bank reconciliations within QuickBooks
– Learn how to record and pay loans in QuickBooks
-Recognize the importance of owner draws and contributions & they appropriate way to record them
– Ask a QuickBooks Certified Pro questions regarding their situation

Target Audience:
– New small businesses
– Businesses looking for a bookkeeping refresher
– Individuals utilizing QuickBooks
– Individuals with a QuickBooks account looking for next steps and ways to track financial records

Connie Mitchell, Owner of Mitchell Business Services (MBS), will be presenting this workshop. A Certified QuickBooks Pro Advisor, Connie founded MBS in 2001. She provides the full range of bookkeeping services to small businesses and entrepreneurs, including bill paying, invoicing, payroll processing, financial reports, bank reconciliation and more. Based in Wilmington, DE., Connie can be reached at (302) 529-8890 or via email: connie.mitchell@mbsde.com.Instructions: 

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