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This session is for Small business owners and startups that need to take a more active role in their financial success.

This session will include an overview of the tools to implement the budgeting and bookkeeping methodology that will result in a sound financial foundation for your business. We will discuss the meaning behind financial statements, and how you can use these documents to evaluate the health of your business, and plan for future growth.

We will cover the following:

  • Setting up Chart of Accounts
  • Selecting a Bookkeeping Software
  • How to separate personal and business finances
  • Role of a Bookkeeper vs Accountant
  • Good Bookkeeping practices for different business entity
  • Understanding Financial Reports
  • Q&A

This event has complimentary entry and is open to the public. The event will be held on the Zoom online meeting platform. The link to participate will be emailed upon registration and is also included below for convenience.

Zoom Link


Paul Rosenblum

QuickBooks Certified Proadvisor at Numerex Services

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