Bookkeeping 101: What You Need to Know

BOOKKEEPING 101: WHAT YOU NEED TO KNOW

Windows Mac Tablet

• 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

Micheal Burch FCPA, FCA, CFP Managing Partner

Welch LLPmburch@welchllp.com

Alexandre LalondeBookkeeping Team Coordinator

Welch LLPalalonde@welchllp.com

Kathy Steffan CPA, CAPartner

Welch LLP Torontoksteffan@welchllp.com

Andrew KentChief Operating Officer Dominion City Brewing

andrew@dominioncity.ca

• What can 3rd parties do?

• Bookkeeping across the spectrum

• Available tools

• Average cost

• Expediting the process

WHAT IS YOUR BIGGEST PAIN WITH BOOKKEEPING?

Payroll

Tailored Bookkeeping

WHAT CAN WE DO?

External Controller

What are our clients saying?

BOOKKEEPING ACROSS THE SPECTRUM • Flexibility

• Types of business

WHICH BOOKKEEPING SOFTWARE ARE YOU CURRENTLY USING?

Industry variation

Pros + cons

Cloud based

AVAILABLE TOOLS

WHICH BOOKKEEPING SOFTWARE ARE YOU MOST INTERESTED IN EXPLORING?

AVERAGE COST

Documents to prepare

Learning curve

Documents to request

EXPEDITING THE PROCESS

Ask questions

Windows Mac Tablet

TWEET QUESTIONS AND COMMENTS TO @WELCHLLP with #WELCHEXPERT

Email asgabellone@welchllp.com

Webinar must be watched live

Credit will be given for time in session

PD CREDIT

Micheal Burch FCPA, FCA, CFP Managing Partner

Welch LLPmburch@welchllp.com

Alexandre LalondeBookkeeping Team Coordinator

Welch LLPalalonde@welchllp.com

Kathy Steffan CPA, CAPartner

Welch LLP Torontoksteffan@welchllp.com

Andrew KentChief Operating Officer Dominion City Brewing

andrew@dominioncity.ca