2016 Education Series: QuickBooks Accounting and Best Practices for Business

MABA members are invited to join professionals from Wegner CPAs for a session on QuickBooks accounting and best practices for running your business. If you’re a business owner looking for advice on how to run your business more effectively and increase profitability or you’re looking for help with your QuickBooks accounting software, this session is for you.

Highlights include:

• Understanding the true cost of jobs (direct & indirect) and properly allocating costs.
• Creating a budget and why it’s important to have one.
• Setting up profit and loss by job to see how each job is performing.
• Monitoring job progress to track current income and expenses.
• Estimating income/loss on a job.

We’ll end the session with an open Q&A forum. Members are encouraged to bring questions related to business accounting and/or QuickBooks.

Our presenters are:

Liani Croce, Supervisor
Liani is a supervisor in Wegner CPAs’ Tax and Business Services department. She joined the firm in 2011 and has over eight years of experience in public accounting. Liani is a Certified QuickBooks ProAdvisor and enjoys leading forums for clients as well as providing one-on-one software implementation and training.

John Folsom, CPA, Manager
John is a manager in Wegner CPAs’ Tax and Business Services Department. He joined the firm in 2013 with more than 20 years of public accounting experience. John’s passion is working with business owners to help them solve problems and be a partner in their success. He strives to provide his clients with value-added recommendations to help them reach their long-term goals.

Sam Miller, CPA, Staff Accountant
Sam joined Wegner CPAs’ Tax and Business Services Department as a staff accountant in October of 2015. He has over five years of experience in public accounting and is a Certified QuickBooks ProAdvisor. Sam provides outsourced accounting services for businesses and nonprofits. He keeps client’s needs top of mind while helping them be successful.