Proper Recordkeeping in Quickbooks

Instructor: JeFreda Brown
Product ID: 704238
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section
Last Recorded Date: Oct-2015

Training CD / USB Drive

One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-362-2367


Read Frequently Asked Questions

This training program will detail important requirements for adequate financial recordkeeping. Attendees will learn how to record transactions, develop financial reports, and proper recordkeeping in QuickBooks.

Why Should You Attend:

Some businesses, especially new businesses, small business owners, and the self-employed are not aware of the requirements set forth by federal and state governments pertaining to compliant recordkeeping and reporting requirements. Many businesses are not aware of how to adequately keep financial records. Many institutions require current financial information for things such as loan applications and contract opportunities. To lower the chances of being audited by the IRS, being fined, or going to jail, businesses need to know how to develop and maintain adequate financial records.

QuickBooks is a major accounting system used by many companies. It is easy to use and very affordable. Utilizing an accounting system like QuickBooks is one way a company can measure its financial health. If your financial records are unorganized, outdated, or even nonexistent, you cannot adequately assess your company’s financial position.

This webinar will detail how recordkeeping in QuickBooks can help you record and update transactions consistently. Adequate recordkeeping in QuickBooks ensures compliance with different laws, rules, regulations, and industry standards.

Areas Covered in the Webinar:

  • Importance of having a good accounting system in place
  • Understanding and utilizing the three main modules in QuickBooks
  • Proper Chart of Accounts setup procedures
  • Recording financial transactions in QuickBooks
  • Adequately setting up and tracking jobs and projects in QuickBooks
  • Business tax and payroll recordkeeping requirements
  • Accessing and customizing reports in QuickBooks
  • Preparing and accessing financial statements in QuickBooks

Who Will Benefit:

  • Small business owners
  • Large/medium business owners
  • Public corporation accounting personnel
  • Accounting personnel for nonprofits and private owned businesses
  • Internal auditors
  • Company executives/management

Instructor Profile:

Financial and business compliance coach, JeFreda Brown, helps maximize the business potential of small and medium sized businesses, nonprofits, government agencies, colleges, organizations, agencies, and self-employed individuals.

As CEO of Goshen Business Group, LLC (formerly Brown Accounting Solutions, LLC), Ms. Brown can provide a unique suite of specialized services that are customized for an organization’s particular needs. Some of her areas of expertise include tax planning, budget preparation, DCAA audit consulting, government contract accounting system and internal controls compliance consulting, pricing proposal development, financial management, payroll compliance, business development/management consulting, professional development training, train the trainer services, business planning, grant writing, 501(c)(3) preparation, and more.

With over 16 years of business experience in areas such as accounting, finance, real estate, taxes, federal auditing (DoD), low income housing tax credits, project and compliance management, contract administration, human resources, and teaching, Ms. Brown is one of America’s premiere financial and business compliance coaches. She earned her BS degree in math from Mississippi State University with a minor in Spanish. She also has an MBA in finance from Mississippi College.

Ms. Brown has been featured in numerous print and online articles for various industry websites, blogs, and magazines including US News, YFS Magazine, DailyWorth, and Intuit Small Business Blog. She has also been interviewed on Bloomberg Radio and The Ambitious Entrepreneur Show. She is the author of the eBook, 12 Reasons You Need an Accountant for Your Small Business available on Amazon. Ms. Brown is also featured in the forthcoming book, How To be #HLIC Head Lady in Charge as well as the Head Ladies in Charge movie. She is also an adjunct professor in the accounting and finance department of the Collat Business School at the University of Alabama in Birmingham.

Topic Background:

The Small Business Administration (SBA) reports that more than fifty percent (50%) of companies fail within their first five years. One of the biggest reasons these companies fail is bad recordkeeping. Federal and state level governments have laws pertaining to maintaining financial records, paying taxes, and reporting financial information. When businesses are not utilizing an accounting system or not consistently updating their accounting systems, this can cause major problems.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email call +1-888-717-2436 (Toll Free).

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