Description:
Your Chart of Accounts is the foundation of your bookkeeping—it helps you keep track of where your money is coming from and where it’s going. Class Tracking takes that a step further, letting you see how different parts of your business or organization are doing. In this one-hour webinar, we’ll break down these tools in simple terms and show you how to set them up so your financial information makes sense. You’ll learn how to organize your accounts, track income and expenses by project or department, and use reports to make clear, confident business decisions.
Learning Objectives:
By the end of this webinar, you will be able to:
Use your financial information to make better day-to-day decisions and plan for the future.
Explain what a Chart of Accounts is and why it’s important for your bookkeeping.
Set up and organize your accounts so you can easily track your money.
Use Class Tracking to separate income and expenses by project, department, or location.
Read simple reports that show how your business or organization is performing.
Presenter
Rachel Clark is a regular instructor for Mendocino’s SBDC and Mendocino’s Women’s Business Center. She has worked as an EMyth Business Coach for 20 years, helping clients transform their businesses and lives using the tools, methodologies, and principles of the EMyth coaching program. Using her formal education in Marketing and Economics (coupled with years of experience in Executive Recruiting) she helps clients work on their leadership and business skills.
