Anyone from your organization is welcome to attend this introductory level education session of QuickBooks accounting software. We'll be covering:
Participants of all levels are welcome to attend. Feel free to bring your own laptop to follow along, but not required.
DATE: Thursday, December 6, 2018
- QuickBooks software options
- Setting up a company
- Setting up a chart of accounts
- Recording transactions with customers and vendors
- Managing lists
- Running reports and customizing them
- Working with and reconciling bank accounts
TIME: 11:30-1:30 PM
LOCATION: Pioneer Library Systems,
2557 State Rte 21, Canandaigua
COST: $20 for members, $50 non-members (non-members must pay at time of registration). Includes class and boxed lunch.
RSVP: Must register by December 1 to attend via online or call 585.394.4400, ext. 203. Cancellations after December 1st are invoiced.
About the Presenters from Mengel Metzger Barr & Co. LLP
Jamie M. Bushart, CPA, Small Business Tax Manager
Jamie is a Small Business Manager in the Tax Department of our Rochester office with over 10 years of experience. She works closely with individuals and businesses of all sizes and industries throughout the Greater Rochester and Finger Lakes Regions. Her specialty is working directly with business owners and their finance departments on all things unique to their businesses, such as bookkeeping, payroll, and sales tax. Knowing that no one client is alike, Jamie provides superior client service through tailored support, training, and recommendations that deliver results. Jamie received her Bachelor’s of Science degree in Accounting from SUNY Geneseo and is a member of the American Institute of Certified Public and certified QuickBooks ProAdvisor.
Molly Wanzenried, CPA, Tax Manager
Molly is a Tax Manager in the Firm’s tax department with over 9 years of experience in the accounting industry. Molly provides superior services to a variety of businesses throughout the Greater Rochester and Finger Lakes Region. She works with closely held businesses as well as their owners with bookkeeping, tax planning and income tax preparation for individuals, estates, trusts, partnerships and corporations. Molly received her Bachelor’s of Science degree in Economics from Syracuse University and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. She is also QuickBooks Online ProAdvisor and a member of the Finance Committee for Epilepsy-Pralid Inc.