Option 1 Registration - Four 1 hr workshop sessions on March 8, 15, 22, & 29th 

(5p-6p EST)

Series I - Bookkeeping

March 8, Day 1 - Business Setup

  1. Entity (dba vs LLC vs corp)
  2. Accounting Method (cash vs accrual)
  3. Allocation Process (accounts & percentages)

March 15, Day 2 - Taxes

  1. IRS Compliance & Fines (tax withholding, annual income tax)
  2. State Taxes (sales tax, income tax)
  3. Predicting tax burden (how to know how much you'll owe)

March 22, Day 3 - Those You Pay

  1. Vendors (who's a vendor - W9s)
  2. Contractors (who's a contractor - W9)
  3. Employees (who's an employee- W4)

March 29, Day 4 - Business Finance

  1. Balance Sheet (structure and purpose)
  2. Profit & Loss (what to know and look at)
  3. Cash Flow Statement (how it works)


Option 2 Registration - Two 2hr workshop sessions on March 16 & 23rd (6p-8pm EST)

Series I - Bookkeeping

March 16, Day 1 - Business Setup & Taxes

  1. Entity (dba vs LLC vs corp)
  2. Accounting Method (cash vs accrual)
  3. Allocation Process (accounts & percentages)
  4. IRS Compliance & Fines (tax withholding, annual income tax)
  5. State Taxes (sales tax, income tax)
  6. Predicting tax burden (how to know how much you'll owe)

March 23, Day 2 - Those You Pay & Business Finance

  1. Vendors (who's a vendor - W9s)
  2. Contractors (who's a contractor - W9)
  3. Employees (who's an employee- W4)
  4. Balance Sheet (structure and purpose)
  5. Profit & Loss (what to know and look at)
  6. Cash Flow Statement (how it works)


Option 3 Registration- One 4 hr workshop session on March 18th (10a-2pm EST)

The below topics will be covered in this 1-day four hour workshop:

Series I - Bookkeeping

Topic 1 - Business Setup

  1. Entity (dba vs LLC vs corp)
  2. Accounting Method (cash vs accrual)
  3. Allocation Process (accounts & percentages)

Topic 2 - Taxes

  1. IRS Compliance & Fines (tax withholding, annual income tax)
  2. State Taxes (sales tax, income tax)
  3. Predicting tax burden (how to know how much you'll owe)

Topic 3 - Those You Pay

  1. Vendors (who's a vendor - W9s)
  2. Contractors (who's a contractor - W9)
  3. Employees (who's an employee- W4)

Topic 4 - Business Finance

  1. Balance Sheet (structure and purpose)
  2. Profit & Loss (what to know and look at)
  3. Cash Flow Statement (how it works)