“How to be Your Own Best Bookkeeper @ Work” – NAPO 2011 Workshop Video Access Sign-up
Welcome my fellow NAPO Member,
It is my sincerest desire that you succeed and really become your own best bookkeeper at work. even if you hire someone to do part of it for you. I know you can do it!
I am SO sorry that we couldn’t get through all the material during the time we had together at Conference in 2011. I take responsibility for that. As I promised, I have a FREE video of the FULL workshop session for you to watch and learn at your leisure. (Yes, it’s me!) Since its taped I threw in some extra time. PLUS…we had a live Q&A call on 6/3/11 which I recorded for additional learning.
Please sign-up here to get access to the workshop replay video, the handouts, the additional notes and the recording of the live Q&A call:
I’ll also add you to my newsletter list. You will be sent an opt-in confirmation email. So check your email and/or junk folder for this confirmation email and click the opt-in link. You will then be sent another email with the webpage and access code for the goodies!
If you have any questions or want to let me know what you got out of the workshop, please leave a comment below!
Stay in FLOW,
{ 27 comments… read them below or add one }
I enjoyed your presentation at the NAPO conference very much- lots of great information! I’m interested in the Webinar and Task List when it’s available.
Thanks!
Hi Debbie!
Thank you so much for all of your notes , which are very helpful. I am looking forward to the upcoming webinar.
Kind Regards,
Marianne
Please keep me on your contact list and notify me of the webinar. Thanks!
Definitely interested in webinar and task list.
Thank you, Debbie!
Please notify me of the webinar. Thank you!
Yes, please send me the Task List spreadsheet. Thank you for your clear, proven and helpful ideas, Debbie!
Thank you, Debbie! Your session, out of all I attended, will have the most impact on my business this year. And my Enrolled Agent thanks you, too! The slides and notes are much appreciated. I’m looking forward to the webinar.
Debbie,
Thanks so much for a great session. It was great to confirm what I was doing well and where there are opportunities to improve. I know you were kicking yourself for running out of time, but your session was one of the most content packed at conference. So thanks so much for putting the thought and care into helping us all do better. Will look forward to hearing when the webinar/recording is ready.
Hit ‘em long & straight!
Anne
Thanks for the practical information we need to set up our bookkeeping systems. I appreciate the checklists and specifics!
One question: do you have to keep both the itemized bill for a credit card purchase and the signed copy? I know the signed copy includes the tip, but do you need the itemization for tax backup?
OK, one more question: does or how does the system change for doing this paperless or almost paperless?
Monica – you are so welcome! Here are the answers to both of your questions:
1) I am assuming the credit card receipts are for eating out at restaurants. If you are given an itemized receipt to keep, keep it – along with the summary you signed and added the tip amount on. We don’t always get an itemized receipt to keep though. Most important is be sure to write who you were with and the purpose/topic of discussion to substantiate it as a business expense. An auditor “may” ask for the itemized detail if they are focusing on your entertainment expenses in an audit. It really depends if this is an area that seems extremely high.
2) If you use a paperless or semi-paperless approach, create a folder for the current year and save your files there using a clear and consistent file naming convention. In most cases you will want some sub-folders too so the files are a bit more organized. No need to overdo it though if you have clear file names. At year end, be sure to put your current year folder onto a CD (which would be your tax backup) and store it in with your tax return.
Hope this helps! Keep up the FLOW…
Debbie, I have always thought of you as my mentor and even after eight years in business, I am still learning from you. Your class at conference was excellent and I am anxiously awaiting the webinar. Thank you for making all of you notes available, too. You are truly one of the best!
Hi Debbie,
Thank you for the slides and notes. I look forward to seeing the webinar/video. The information you share is always invaluable. I always get so much out of your presentations. They have staying power! Thank you so much for being such a generous spirit within our community.
Best,
Janine
I want whatever you got to give. You’re the master in my book!
I’m very interested in seeing the webinar and getting a copy of your task list. please let me know when those come available. Thank you for offering them!
Debbie,
You never cease to amaze me, and I am constantly learning from you. Your session put me in the “FLOW” — looking forward to the upcoming webinar. You are a “mensch” in the purest sense of the word.
Hi Debbie: You are a CLASS ACT. I enjoyed your session, but even more I enjoyed seeing you in action. You are generous and I look forward to any webinar you give.
Thank you for providing the slides and the webinar. I loved your content and your delivery and I look forward to learning more!
Debbie,
As usual, your presentation and delivery were terrific! Thanks for the great information.
I loved the presentation too. I came away with some actionable items. Looking forward to the webinar.
Thank you Debbie for such a amazing offering of material. Your session was packed with actual implementable ideas that will benefit all of our businesses. We are all lucky to have someone experienced in the daily finance field to share your wisdom. I look forward to the webinars.
Hello Debbie,
I agree with everyone above. This may have been the most helpful seminar that I attended all weekend. I loved your enthusiasm and can’t wait to put it to work!
Thank you Debbie. You are a wealth of information and so generous to share it with us! Looking forward to the webinar.
Debbie, your workshop was fantastic and on point! I specialize in small business, but I didn’t want to miss an opportunity to hear from *the* small biz guru and you certainly delivered! Thanks for being so generous with your materials. ~ Kat
Debbie, Really enjoyed your presentation at Conference and can’t wait to hear the rest in your webinar. You are a great speaker and I appreciate that you are willing to share your expertise and knowledge with the rest of us. Keeping all business financial files in one drawer makes such sense; I wish I’d thought of it! Spent some time today rearranging my business files and now they make much more sense. Thanks so much!
Claire,
Thanks so much for your kind words. It means a lot coming from a financial organizer and daily money manager. I look forward to providing you with even more ideas that make you, and possibly your clients, feel even more financially effective!
Debbie
Debbie,
I enjoyed your presentation today and look forward to the webinar!
Thanks so much Danielle! I appreciate your kind remarks. My presentation slides are now available for download. I will have the webinar/video available within the next few weeks and let you know when.