Bookkeeping Bootcamp Soma 

This intensive workshop will help business owners
understand the bookkeeping and financial management concepts. 

This is an 8 hour workshop, split into two sessions: 

During the morning session, the presenters will discuss the components of business, the 
importance and purpose of bookkeeping, and the purpose of different financial reports. The 
importance of accounting, budgeting, and bookkeeping terminology will also be discussed.

Some of the main points that will be discussed throughout the presentation are as followed:

• cash vs. accrual accounting 
• proper accounting 
• data flow processes
• lines of credit vs. business loans. 

During the afternoon session, attendees will learn the use of developing a budget, developing a 
statement of cash flows, and developing a cash flow forecast in order to track and project future 
monthly cash needs.

The presenters will also discuss:

• how to avoid excessive tax penalties 
• how to reduce small businesses’ taxes
• understanding many of the taxes that affect business and profits. 

These may include state and federal income and payroll taxes, sales and use 

taxes, and property and city taxes. Attendees will also learn about cash flow analysis.

*Note: we encourage students to take the QuickBooks Bootcamp workshop one week ater this Bookkeeping Workshop, as the principles taught in this class builds a good foundation for the QuickBooks class.

Instructor: 

Ted Hilliard is founder of Hilliard Management Group, Inc., a small business financial accounting consulting, training, and bookkeeping company. Ted has been a passionate small business trainer for over 15 years and has ability to make bookkeeping concepts easy to understand and entertaining. He is a veteran business owner who has a BA in Economics from University of California at Berkeley and a MBA in Finance from Columbia Southern University.

 

Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions, or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA. All SBA programs or cosponsored programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested at least 2 weeks in advance. Contact: Nga Do, ndo@rencenter.org, (415) 348-6305

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