Streamline your small business finances with a crash course in QuickBooks software

Introduction to QuickBooks

With the right software, you can automate all of your financial record-keeping for your business. Join us at the next Small Business Series workshop with Fibrick founder Ramona Cedeno to learn how to use QuickBooks to streamline your finances. You will have the opportunity to ask accounting and tax questions as we go along!

As a small business owner, you need to structure and automate your accounting and finance functions to succeed in business. With QuickBooks training, you can learn how to carefully record your income and expenses and stay on top of your finances using the world’s most popular accounting software geared towards small business owners.

Tuesday, September 18

9:30am-12:00pm

WeWork Empire State

349 5th Avenue

New York, NY 10016


About the workshop leader:

Ramona Cedeno is the founder of Fibrick Financial Services. She is a CPA and CGMA with over 15 years of experience as a Financial Controller for large (Fortune 500), pre-IPO start-ups and small companies, with a track record of successfully devising and deploying innovative strategies that enhance operational and financial performance. Ramona earned a Bachelor’s in Accounting from Baruch College, a Master’s in Finance from Fairleigh Dickinson University and a Certificate in Financial Planning from Boston University.

She is also a Certified QuickBooks ProAdvisor and member of the AICPA and the NYSSCPA.

 

Five Simple Steps to Creating a Personal Income Statement

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Don’t you love the idea of being able to go to a single document to quickly see where your money is going? I know you are probably thinking, “There’s no way I want to see how much money I’m spending, let alone see that my income does not cover my expenses!”  But trust me, preparing and analyzing your personal income statement at least once a month will give you visibility into expenses that are more wants than needs. It will also open your eyes to the fact that maybe this is not the right time to lease that nice car on your wish-list.

I began preparing my personal income statement when I was 19. Since then, I have played with multiple versions and although I’m not sure I have mastered the skill of staying within my personal budget, I sure know where my money goes and where it should not.

Here are my 5 quick and easy steps to preparing a personal income statement and use it effectively.

What I Learned This Tax Season

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As another tax season has come and gone, I thought it would be a good opportunity to pass along some general takeaways which may make next year’s tax experience more seamless, informative and less taxing (pardon the pun). Well, here it goes …