Firm News

August 11, 2017

Introducing QuickBooks Workshops for Business Owners and Bookkeepers

Better QuickBooks for a Better Business: Alloy Silverstein Accountants and Advisors introduces the Alloy Academy monthly workshop series to enlighten and empower business owners and bookkeepers with tips and best practices for using QuickBooks accounting software more efficiently.

Each 60-minute workshop takes place at Alloy Silverstein’s Cherry Hill, NJ office location and includes a 15-minute Q&A with Alloy Silverstein’s accountants and software experts. Complimentary lunch will be served.
 

View Alloy Academy Events and Register
 

Common Mistakes to Avoid in QuickBooks

September 20, 2017 | 12:00p.m.-1:00p.m.

  • Using the accounts receivable and accounts payable features
  • Proper account classifications
  • Managing credit card transactions
  • Tips for a smooth year-end
  • Best practices on using account numbers and staying organized

 

Proper Usage of Accounts Receivable and Accounts Payable in QuickBooks

Wednesday, October 18, 2017 | 12:00p.m.-1:00p.m.

  • What is the difference between cash basis and accrual basis?
  • Why would a cash basis taxpayer want to use A/R and A/P?
  • How to analyze detailed aging reports
  • What happens if you only use A/R and A/P part of the time?
  • What are the steps in posting a customer invoice and payment?
  • What are the steps in posting a bill and payment?

 

New! Hammonton, NJ Date:

Common Mistakes to Avoid in QuickBooks

October 26, 2017 | 12:00p.m.-1:00p.m. | Kramer Hall, 30 Front Street, Hammonton NJ 08037

  • Using the accounts receivable and accounts payable features
  • Proper account classifications
  • Managing credit card transactions
  • Tips for a smooth year-end
  • Best practices on using account numbers and staying organized

Sign Up at http://bit.ly/QB08037

 

“Dating” Problems in QuickBooks

Wednesday, November 15, 2017 | 12:00p.m.-1:00p.m.

  • What are some of the common errors?
  • Why does it matter?
  • What can’t I void an old transaction?
  • How should I date journal entries?

 

What Small Businesses Need to Do at Year-End

Wednesday, December 13, 2017 | 12:00p.m.-1:00p.m.

  • 1099s
  • Clear out undeposited funds
  • Review the general ledger for mis-posted items
  • Review the trial balance
  • Review A/R and A/P aging reports
  • More to-do items for a smooth year-end

 

Best Practices for the QuickBooks Credit Card Feature

Wednesday, January 17, 2018 | 12:00p.m.-1:00p.m.

  • The benefits of tracking expenses by vendor instead of credit card name
  • Reconciling credit card statements
  • Making partial payments
  • Coping with personal charges on company credit cards

 

 
Register
 
 


 

Alloy Academy sessions will be on a monthly basis. More dates will follow the initial 5-part series so return to our website, sign up for email alerts, or follow along on social media to be the first to know about upcoming events.
 

Interested in hosting an Alloy Academy session for members of an organization? Contact us today.

JB Financial Associates is now Alloy Silverstein.
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