Coming Attractions

  • What you need to know to organize your tax information for your accountant.

    This class will provide you with things you can do during the year, that will save you time when getting  ready to meet with your accountant to prepare your taxes. I will teach you the best way to organize your information for your accountant so that you can save money on tax preparation fees.  We will discuss some overlooked tax deductions and credits.

  • How to understand Real Estate transactions and how it affects your taxes.

    This class will review real estate transactions, how they affect your taxes, what are tax deductions, and the implications of rental property.  We will discuss tax savings by exchanging properties rather than selling a property.  I will show you how to keep good records when owning multiple properties.

  • Introduction to Quickbooks.

    This class will teach you how to set up a client file, enter transactions, reconcile the bank account, set up of chart of accounts, create invoices, search data, review financial statements and much more. At the end of this class you will be ready to set up a company and have the basic principles of bookkeeping.

Email me with your suggestions of seminars you would like to attend.
 

Quickbooks for Beginners

Attend a seminar for an Introduction To Bookkeeping

For the Novice: High School Student * New Business Owner * General Public

This is an introduction to Quickbooks to include:

  • bookkeeping fundamentals and terminology
  • Company files setup
  • entering transactions
  • creating reports
  • setup chart of accounts
  • vendors and clients
  • bank reconciliation
  • accounts receivable and accounts payable entries
  • adjusting entries

Series Sechedule: 6 Hour Course
Class Time: 9 a.m. to 3 p.m.
Cost of Class: $275 plus manual ($40)
Refund Policy: Available if canceled with 36 hours of class (less $50 processing fee).

Date Options: Choose one below, or request another date

1. Thursday, October 8, 9 a.m. to 3 p.m.
2. Tuesday, November 12, 9 a.m. to 3 p.m.
3. Thursday, December 17, 9 a.m. to 3 p.m.

Location: 4341 Birch Street, Suite 208, Newport Beach, Ca. 92660 (near John Wayne Airport)

To reserve your seat, Call 949-250-4427 or email Donna Stern C.P.A