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Quickbooks Online Workshop - Processes for keeping good books with Lori Yearwood

  • 3700 W Robinson St, Suite 104A Norman, OK, 73072 (map)

Current, well-kept books are critical to profitability and peace of mind. Good books enable YOU to measure how well you've done, to make better decisions, and to stay in good standing with your banks, partners and the IRS.

The secret to keeping good books is written procedures. In this workshop, we will follow several routine transactions through the bookkeeping process and provide you with written procedures to properly record them at every step of the process. Among the processes you will learn:

  • Invoicing sales

  • Receiving and depositing payments

  • Entering and paying vendor bills

  • Entering and paying credit card charges

  • Reconciling bank accounts

  • Reconciling credit card statements

Lori Yearwood is the owner of Lifestyles Money Management, LLC.  Lori is an experienced CPA who has worked as auditor with the accounting firm Grant Thornton, a Director of Treasury with AFR Insurance, and Controller at Tri-State Industrial group. Lori began her firm, Lifestyles, in 2017 to help small businesses with their bookkeeping, accounting and financial reporting needs.

You will receive written procedures for the processes covered and you will have the opportunity to ASK QUESTIONS! Don’t miss this opportunity to get your bookkeeping under control. LUNCH is included.