Bookkeeping 101: What You Need to Know

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BOOKKEEPING 101: WHAT YOU NEED TO KNOW

Transcript of Bookkeeping 101: What You Need to Know

Page 1: Bookkeeping 101: What You Need to Know

BOOKKEEPING 101: WHAT YOU NEED TO KNOW

Page 2: Bookkeeping 101: What You Need to Know

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• Attendees are in listen-only mode• This webinar is being recorded for future on-demand playback• Your participation represents acknowledgement that we are

recording• Tweet questions & comments to: #WelchExpert

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Micheal Burch FCPA, FCA, CFP Managing Partner

Welch [email protected]

Alexandre LalondeBookkeeping Team Coordinator

Welch [email protected]

Kathy Steffan CPA, CAPartner

Welch LLP [email protected]

Andrew KentChief Operating Officer Dominion City Brewing

[email protected]

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• What can 3rd parties do?

• Bookkeeping across the spectrum

• Available tools

• Average cost

• Expediting the process

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WHAT IS YOUR BIGGEST PAIN WITH BOOKKEEPING?

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Payroll

Tailored Bookkeeping

WHAT CAN WE DO?

External Controller

What are our clients saying?

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BOOKKEEPING ACROSS THE SPECTRUM • Flexibility

• Types of business

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WHICH BOOKKEEPING SOFTWARE ARE YOU CURRENTLY USING?

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Industry variation

Pros + cons

Cloud based

AVAILABLE TOOLS

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WHICH BOOKKEEPING SOFTWARE ARE YOU MOST INTERESTED IN EXPLORING?

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AVERAGE COST

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Documents to prepare

Learning curve

Documents to request

EXPEDITING THE PROCESS

Ask questions

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TWEET QUESTIONS AND COMMENTS TO @WELCHLLP with #WELCHEXPERT

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Email [email protected]

Webinar must be watched live

Credit will be given for time in session

PD CREDIT

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Micheal Burch FCPA, FCA, CFP Managing Partner

Welch [email protected]

Alexandre LalondeBookkeeping Team Coordinator

Welch [email protected]

Kathy Steffan CPA, CAPartner

Welch LLP [email protected]

Andrew KentChief Operating Officer Dominion City Brewing

[email protected]