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  • QuickBooks Intermediate

    CIE HotHouse + Zoom 872 Higuera St, San Luis Obispo, CA, United States

    Register QuickBooks Intermediate is the second step in a three part workshop series. Learn how to manage and secure company files, list items, order and sell inventory and how to apply vendor discounts. We will cover best practices for the online and desktop platforms of the QuickBooks software. Led by Damon Watkins, the Director of Finance & Operations for Cal Poly Center for Innovation & Entrepreneurship. He is a motivated, personable business professional with a 15+ year track record in multiple aspects of financial control, management and policies/procedures.

    $20.00

  • QuickBooks Tax Reporting

    The Launch Pad, Grover Beach + Zoom 391 Front St, Suite E, Grover Beach, CA, United States

    Register 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. Learn how to create and modify financial reports, handle records, and manipulate costs, with a focus on payroll and state tax. QuickBooks Reporting lets you use your QuickBooks data to create interactive reports and gain better insight into your business. It quickly runs reports without sacrificing speed and performance for all QuickBooks users. 1099s are similar to a W-2 form, but are for non-employees. Businesses are required to issue 1099s to noncorporate service providers and certain incorporated service providers for payments made during the year. Federal law requires that all business owners file Forms 1099 for certain payments made during the year.

    $20

  • QuickBooks 101

    CIE HotHouse + Zoom 872 Higuera St, San Luis Obispo, CA, United States

    Learn How to Set Up Your Company with QuickBooks Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements Buying: bills, bill payments, checks, bill payment stubs, and credit memos Inventory: purchase orders, receive items, adjust inventory Sales Taxes: set up, adjust, pay, and report sales taxes Damon Watkins is the Director of Finance & Operations for Cal Poly Center for Innovation & Entrepreneurship. He is a motivated, personable business professional with a 15+ year track record in multiple aspects of financial control, management and policies/procedures. He prides himself on having strong communication skills, and is accustomed to working with sensitive and confidential records, always protecting and maintaining confidentiality.

    $20.00

  • Year-End Tax Prep for Success: QuickBooks and Beyond

    872 Higuera St San Luis Obispo, CA 93401 872 Higuera St, San Luis Obispo, CA, United States

    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.  

  • QuickBooks 101 Beginner Workshop

    CIE HotHouse + Zoom 872 Higuera St, San Luis Obispo, CA, United States

    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.

    Free

  • QuickBooks Intermediate – Virtual Workshop

    Zoom

    Ready to take your QuickBooks skills to the next level? In this live, virtual workshop, QuickBooks expert Marissa Jones will guide you beyond the basics to help you strengthen your financial systems and maintain accurate, insightful records. Perfect for business owners and professionals who already use QuickBooks and want to enhance efficiency, consistency, and confidence in their bookkeeping. In this interactive online workshop, you’ll learn: -Best practices for clean, consistent recordkeeping -Tools to streamline monthly reviews and stay on top of business health -How to track KPIs to measure performance and make data-driven decisions 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 for free

    Free