QuickBooks

Description: New to QuickBooks? This beginner-friendly workshop led by QuickBooks expert, Marissa Jones, will walk you through the essentials of setting up and navigating the platform with confidence. Whether you’re launching a business or simply ready to get your books in order, this session will help you build a strong foundation for managing your finances. In this interactive workshop, you’ll learn: How to set up QuickBooks and get started Tips for organizing your books for a smooth year-end handoff to your tax professional How to use QuickBooks reports to stay financially informed and make better business decisions Common mistakes new businesses make—and how to avoid them About the Speaker:Marissa Jones is the Founder & CEO of Carpe Digits, where she helps businesses grow—from inception to exit—through modern accounting and finance solutions. With a background in economics and accounting, Marissa is a trusted advisor to entrepreneurs and a frequent speaker at industry events.

Register Navigate the complexities of year-end tax planning and reporting. Explore key tax strategies that can maximize deductions, minimize liabilities, and ensure smooth financial transitions into the new year. We will also focus on effective utilization of QuickBooks for tax preparation and planning, providing you with practical tools to streamline your reporting and keep your records accurate and audit-ready. Whether you’re looking to optimize your tax return or simply prepare for year-end filings, this workshop will equip you with the knowledge and skills you need for a successful financial year-end. Damon Watkins, the Director of Finance & Operations for Cal Poly Center for Innovation & Entrepreneurship, is a motivated, personable business professional with a 15+ year track record in multiple aspects of financial control, management and policies/procedures.