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Intro to Accounting and Bookkeeping


Whether you’re just starting out, or trying to overcome your barriers to growth, Small Business Owners need to understand fundamental concepts about how to manage their financial records. While this helps track your income and expenses for taxes, it also helps you analyze your sales to guide your growth.

This class was offered live at CityMac as a free seminar. It’s free to you, too. Click the button to register!

Click here to access the class recording.


Accountant's Glass is too BigThis 1-hour seminar was recorded live at CityMac.

The class comes with a free 10-minute followup phone call for when you have any questions about the material. Just call Alicia at 971-235-7119 or fill out our Contact Form.

Introduction to Bookkeeping and Accounting for Small Business

Class Description

When you run a business, good record keeping is crucial to your success and growth. We’ll explain what records you need to keep, and why. We’ll also look at the role of bookkeepers and accountants, explore software options, and show you how to process invoices and credit cards in the field.

This class recording comes with free forever-access, and a 95-page manual.

Instructional Level

  • No prerequisite knowledge required.
Who should take this class?
  • Entrepreneurs
  • Small Business owners
What You’ll Learn
  • Saving receipts
  • Tracking milage
  • Bookkeeping options like QuickBooks
  • Web-based systems including QBO and Xero
  • Using an iPhone or iPad to write up estimates in the field
  • Using a smartphone to take credit cards
  • When do you need a bookkeeper?
  • Writing Estimates and turning them into invoices
  • Exploring the world of QuickBooks Apps for timecards, tracking expenses, and managing inventory.
About Your Instructor
Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).


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