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Understanding the Basics of Bookkeeping

 

Join us to understand the how and why of bookkeeping and how management can use the end result to change the world.

Many people in the financial world undervalue the importance of good bookkeeping. This information will provide a thorough review of basic bookkeeping techniques, tips and tricks. However, there is much more. We will take a deeper dive into the underlying purpose of bookkeeping and how bookkeeping is intended to reflect the reality of an organization's financial position and activities. We will explore how good bookkeeping provides management with the data they need to make good decisions. Finally, we will go beyond simply entering transactions into a computer system and explore how to review the end result for accuracy, including reconciling key accounts and reviewing core financial statements and reports. Understand the how and why of bookkeeping and how management can use the end result to change the world.

Agenda

Faculty

Bob Swetz, CPA

Bob Swetz, CPA

Tier One Services, LLC

Bob Swetz, CPA (Inactive)

  • Controller/Consultant at Tier One Services
  • Practice emphasizes providing a full range of outsourced accounting services from bookkeeper to CFO
  • Conducts regular seminars and workshops on numerous Microsoft® Office Products and QuickBooks®
  • Member of the American Institute of Certified Public Accountants and PA Institute of Certified Public Accountants
  • Former partner at Swetz & Herbert, CPAs
  • B.S. in accounting, Pennsylvania State University
  • Can be contacted at [email protected]

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