Introduction to Bookkeeping Best Practices (In-Person)

This hands-on workshop, led by a Certified Public Accountant, is designed to help small business owners understand the core fundamentals of bookkeeping. Participants will learn how to properly track income (receipts) and expenses (disbursements) using a simple and effective Microsoft Excel spreadsheet approach, no complicated software required. Whether you are just getting started or looking to clean up your current recordkeeping system, this session will walk you step-by-step through setting up a bookkeeping spreadsheet, organizing financial transactions, and developing good habits to keep your business finances accurate and easy to manage. You’ll leave with practical tools you can apply immediately to maintain clear and reliable financial records, support tax reporting, and make informed business decisions.

Speaker(s): Mr. Arnold Dunn, CPA

Co-Sponsor(s):

The workshop requires each student to bring their own laptop computer to the classroom, and have Microsoft Excel loaded onto the computer and functioning properly. A basic understanding of how to use Excel and enter information into a spreadsheet is required to attend. The instructor will email you the two MS Excel templates/schedules that you will need to have for the class.

Fee: No Cost