Bookkeeping 101: What You Need to Know
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This document provides an overview of a webinar on bookkeeping 101. The webinar will cover what third parties can do to assist with bookkeeping, how bookkeeping needs vary depending on the type of business, available bookkeeping software options and their pros and cons, average costs of bookkeeping services, and how to expedite the bookkeeping process. The webinar aims to help attendees understand their bookkeeping options and pain points.
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Bookkeeping 101: What You Need to Know
- 1. BOOKKEEPING 101: WHAT YOU NEED TO KNOW
- 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. 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. • What can 3rd parties do? • Bookkeeping across the spectrum • Available tools • Average cost • Expediting the process
- 5. WHAT IS YOUR BIGGEST PAIN WITH BOOKKEEPING?
- 6. Payroll Tailored Bookkeeping WHAT CAN WE DO? External Controller What are our clients saying?
- 7. BOOKKEEPING ACROSS THE SPECTRUM • Flexibility • Types of business
- 8. WHICH BOOKKEEPING SOFTWARE ARE YOU CURRENTLY USING?
- 9. Industry variation Pros + cons Cloud based AVAILABLE TOOLS
- 10. WHICH BOOKKEEPING SOFTWARE ARE YOU MOST INTERESTED IN EXPLORING?
- 11. AVERAGE COST
- 12. Documents to prepare Learning curve Documents to request EXPEDITING THE PROCESS Ask questions
- 14. Windows Mac Tablet TWEET QUESTIONS AND COMMENTS TO @WELCHLLP with #WELCHEXPERT
- 15. Email asgabellone@welchllp.com Webinar must be watched live Credit will be given for time in session PD CREDIT
- 16. 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
Editor's Notes
- Micheal Burch, CPA, CA, CFP, Managing Partner of Welch LLP Micheal has been Managing Partner of Welch LLP since 2008, responsible for the direction and operations of Welch LLP, a professional services firm, employing over 250 people. He is responsible for specialty service support in all areas of strategy, with extensive experience in taxation, financial and estate planning, and cross-border consulting. Kathy Steffan, CPA, CA – Partner Kathy Steffan has lead Welch LLP's Toronto office as Partner since joining the firm in 2011. She has 30 years of financial statement audit and accounting experience. Apart from developing her experience in auditing with NPOs and for profit clients, Kathy has also managed, as Director of Finance, the start-up and on-going operations of eight companies. Among her community involvement, Kathy is on the Board of Directors of the Canadian Society of Association Executives (CSAE) Trillium Chapter and the co-chair of the CSAEGovernance Committee. Alexandre Lalonde- Bookkeeping Team Coordinator Welch LLP Alexandre joined Welch in January 2016 and currently leads the bookkeeping department. With over 10 years of bookkeeping experience he is an expert user of Sage 50, QuickBooks, QBO, Xero, Kashoo and many others. Andrew Kent Chief Operating Officer, Dominion City Brewing Andrew came to Dominion City with more than a decade of operations experience in Canadian aviation. He has worked with several of the country’s leading airlines, managing large teams and ensuring timely and accurate execution of complex organizational systems with zero room for error. In addition to his operational responsibilities, Andrew has significant sales and customer experience. Andrew studied business and received a Bachelor’s degree from Carleton University. He currently leads Dominion City Brewing Co.’s licensee sales and supports brewery operations.
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- Now, we’ve had some people ask whether or not our webinars can count towards PD hours. The good news is that they can! Credit will be given based on time in session, you simply need to email Adriana – her email is on screen. The bad news is that if you are listening to this on demand unfortunately we are not able to give you PD credit. Never fear though, we have at least one webinar a month so you will have plenty of opportunities to earn credit.
- Why would such a large organization feel the need to outsource? Our company has been thinking of switching to a cloud based systems but some people have their reservations. Are cloud based systems secure? This question is for Andrew. What do you feel has been the biggest benefit for you since working with a company for your bookkeeping?