QuickBooks Online Accounting- Start Up Process - 9/20/17 

This introductory five-hour seminar will assist you in getting started with the QuickBooks Online accounting system. We will cover the recording of your financial transactions from all sources into QuickBooks. Recordkeeping concepts, accounting principles and some tax aspects will be covered as well. A case study will be used so you will be able to follow all steps from data entry to generation of financial statements. We will also try to address any unique bookkeeping issues relative to your business. You will need to bring your laptop to be involved since you will be accessing QuickBooks from your laptop. For those who have already registered with the QuickBooks Online version you will need a secondary email address to access the software. This is an introductory session to the online version of QuickBooks only and you may need additional assistance from qualified professionals to expand your use of the accounting software post-workshop.

Instructors:

Robert E. LeMay is the President of LeMay & Company, a Virginia CPA firm that specializes in accounting issues faced by today’s small business owner.  Robert is a member of the Greater Springfield Chamber of Commerce and is a past president of the chamber.  Robert is a frequent speaker for the Community Business Partnership and the Women’s Business Center in Springfield.  He speaks on topics relevant to the financial accounting and management of small businesses.  He serves on the board of the Community Business Partnership, and provides monthly counseling sessions for CBP clients. 

Diane Fuller has worked at LeMay and Company since 2008 as an account executive and has 30+ years of accounting, finance and business savvy behind her. She moved from Los Angeles to Virginia while working her way up the corporate ladder. Diane served as CFO and Treasurer with The Nostalgia Network Inc., a publically held corporation which she assisted taking private. She left the corporate world to form a successful family-owned company, Fuller Homes, LLC. The company was featured on the cover of Builder/Architect Magazine showcasing some of the many custom homes built in the Northern Virginia area. In her free time, she teaches QuickBooks classes at the Community Business Partnership in Springfield, VA. and also sits on the Finance Committee at Grace Baptist Church.  For the past 11 years she has volunteered her time as an Awana leader and is involved in local mission trips with her teenage boys.

Sue McLaughlin is the founder and principal of McLaughlin Bookkeeping Services LLC.  Her mission is to offer small-business clients a fair price for bookkeeping services while delivering excellent customer service. By focusing on daily transactions and operations, Sue helps clients maintain complete and accurate financial records their CPAs can rely upon for tax preparation and strategic planning.  In 2010, Sue founded MBS Bookkeeping Seminars to meet a critical need – educating business owners about their companies’ financials and showing them how to leverage accounting software to better manage their businesses. Previously, Sue spent eight years as a business manager for a financial services company.  In this position she operated as the primary financial officer and oversaw a $2.1 million budget.  Sue is also a counselor with the Alexandria (VA) Small Business Development Center and also volunteered for many years at the Fairfax County Community Business Partnership and Women’s Business enter as an instructor teaching basic accounting principles for business owners and as a QuickBooks Instructor.  During this time, she taught over 600 students.  She continues to provide one-on-one training in addition to her work as a counselor.  Sue is both a Certified QuickBooks Proadvisor and a Certified QuickBooks Online Proadvisor.  Additionally, she is experienced with PCLaw (accounting software designed for law firms) and has worked with several version of Mac accounting software.  Before entering the financial world, Sue was a classically trained musician.  She was a performer and owned a music studio for over 25 years.