Seminar Style

• The seminar features a live demonstration of QuickBooks presented on a large screen using a state-of-the-art computer projector.
• Seating is classroom style with tables.
• Coffee will be served in the morning.
• The Seminar Handouts include the speaker's complete outline used during the seminar to allow you to focus on the presentation without being distracted by taking notes.

General Description

• The PowerBooks Seminar begins with a discussion about how QuickBooks is a great program that does a terrible job of advising you how to set it up for a construction business, how the accounting industry focuses on setting up books to look like tax returns, and how you as the owner need to "step up" and insist that your bookkeeping serves you first by providing management information as the top priority.
• The seminar next examines every part of QuickBooks (preferences, lists, chart of accounts) and discusses the little details that make the program produce the information you need.
• The presentation continues by carefully illustrating how to create reports specific to the construction industry, including Job Costs, Job Cost Variance, Job Transactions, Unpaid Bills by Project, Vendor Insurance Expiration Dates and many more.
• The seminar concludes with it's final segment with a review of specific strategies for issues such as customer statements, cost-plus projects, retainage, taking discounts, using purchase orders and anything else the audience wants to discuss.

The depth of the material covered in the seminars is too extensive to include in the following brief outline. The outline below can do justice in describing a seminar that is filled with strategy discussions, real-life examples, specific strategies and practical procedures.

SEMINAR HANDOUTS

• 20 page QuickBooks outline detailing the specific strategies and procedures presented during the seminar.
• Sample QuickBooks Reports
• Payroll Procedures Chart
• QuickBooks Chart of Accounts
• MasterCode Cost Code System Chart

INTRODUCTION

• The difference between Management information, Lender information and Tax information.
• Why your accountant’s bookkeeping never seems to give you the information you need.
• Why QuickBooks Pro is the right choice.

SETTING UP QUICKBOOKS

• Setting Preferences to make your work easier.
• Chart of Accounts & Cost Codes that make sense.
• How to use Customer, Vendor & Employee Lists.
• Converting from other systems.

ACCOUNTS RECEIVABLE

• Invoicing Customers for draws, allowances, extras, etc.
• Using Statements to settle with customer at completion.
• Always know exactly who owes you money.

ACCOUNTS PAYABLE

• Handling, approving and paying vendor bills.
• Report outstanding bills by vendor and project.
• Always know exactly how much you owe.

JOB COST REPORTS

• Getting the job cost reports you need.
• Job Cost Variance and Job Profitability.
• Using historical data to bid future projects.
• Always know exactly where every penny was spent.

PAYROLL

• In-house payroll, payroll service or employee leasing – which is best for you?
• Setting up payroll in QuickBooks Pro.
• Distributing payroll and payroll burden to your projects.
• Always know exactly what your payroll really costs.

TAX REPORTS

• Completed Contracts vs. Percentage-of-Completion accounting – which is best for you?
• W-2’s, 1099’s and 941’s in just five minutes.

BOOKKEEPING PRODUCTIVITY

• What to track and what to forget.
• Streamlining your paperwork.
• Hiring and supervising bookkeepers.

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