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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 [email protected]
Alexandre LalondeBookkeeping Team Coordinator
Welch [email protected]
Kathy Steffan CPA, CAPartner
Welch LLP [email protected]
Andrew KentChief Operating Officer Dominion City Brewing
• 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 [email protected]
Webinar must be watched live
Credit will be given for time in session
PD CREDIT
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