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Bookkeeping 101: What You Need to Know

For the full webinar presentation and more great content, please visit www.welchllp.com.

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Bookkeeping 101: What You Need to Know

  1. 1. BOOKKEEPING 101: WHAT YOU NEED TO KNOW
  2. 2. Windows Mac Tablet • Attendees are in listen-only mode • This webinar is being recorded for future on-demand playback • Your participation represents acknowledgement that we are recording • Tweet questions & comments to: #WelchExpert
  3. 3. Micheal Burch FCPA, FCA, CFP Managing Partner Welch LLP mburch@welchllp.com Alexandre Lalonde Bookkeeping Team Coordinator Welch LLP alalonde@welchllp.com Kathy Steffan CPA, CA Partner Welch LLP Toronto ksteffan@welchllp.com Andrew Kent Chief Operating Officer Dominion City Brewing andrew@dominioncity.ca
  4. 4. • What can 3rd parties do? • Bookkeeping across the spectrum • Available tools • Average cost • Expediting the process
  5. 5. WHAT IS YOUR BIGGEST PAIN WITH BOOKKEEPING?
  6. 6. Payroll Tailored Bookkeeping WHAT CAN WE DO? External Controller What are our clients saying?
  7. 7. BOOKKEEPING ACROSS THE SPECTRUM • Flexibility • Types of business
  8. 8. WHICH BOOKKEEPING SOFTWARE ARE YOU CURRENTLY USING?
  9. 9. Industry variation Pros + cons Cloud based AVAILABLE TOOLS
  10. 10. WHICH BOOKKEEPING SOFTWARE ARE YOU MOST INTERESTED IN EXPLORING?
  11. 11. AVERAGE COST
  12. 12. Documents to prepare Learning curve Documents to request EXPEDITING THE PROCESS Ask questions
  13. 13. Windows Mac Tablet TWEET QUESTIONS AND COMMENTS TO @WELCHLLP with #WELCHEXPERT
  14. 14. Email asgabellone@welchllp.com Webinar must be watched live Credit will be given for time in session PD CREDIT
  15. 15. Micheal Burch FCPA, FCA, CFP Managing Partner Welch LLP mburch@welchllp.com Alexandre Lalonde Bookkeeping Team Coordinator Welch LLP alalonde@welchllp.com Kathy Steffan CPA, CA Partner Welch LLP Toronto ksteffan@welchllp.com Andrew Kent Chief Operating Officer Dominion City Brewing andrew@dominioncity.ca

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For the full webinar presentation and more great content, please visit www.welchllp.com.

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