Morning Perk: Simplifying Your Business Finances Using Quickbooks Online

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Name: Morning Perk: Simplifying Your Business Finances Using Quickbooks Online
Date: September 19, 2024
Time: 9:00 AM - 10:00 AM EDT
Registration: Register Now
Event Description:
This workshop will provide you with high-level insights and hands-on guidance on how to implement and use QuickBooks Online, ensuring your business finances are well-managed and positioned for success.
 
Key Points 
Understanding Financial Structure:
  • Importance of a well-defined financial structure.
  • Key components of an effective financial system.
  • Benefits of having a strong financial foundation.
 
Introduction to QuickBooks Online:
  • Overview of QuickBooks Online features and benefits.
  • Selecting the correct QuickBooks Online subscription for your business. 
  • How QuickBooks Online supports a solid financial structure.
  
Tips on Managing Finances with QuickBooks Online:
  • Tracking income and expenses efficiently.
  • Automating invoicing and bill payments.
  • Reconciling accounts to ensure accuracy.
 
Utilizing QuickBooks Online for Financial Reporting and Decision Making:
  • Generating key financial reports (Profit & Loss, Balance Sheet, Cash Flow Statement).
  • Analyzing financial data to make informed business decisions.
  • Leveraging QuickBooks Online tools for strategic planning and forecasting.
Led by Sierra M. Thomas, Owner and Lead Accountant of Touché Financial Solutions LLC.
Sierra M. Thomas is the dynamic force behind Touché Financial Solutions LLC, where she serves as the Owner and Chief Accounting Officer. A  proud alumna of both Youngstown State University and Franklin University, Sierra holds a bachelor’s degree in Accounting and a Master of Business Administration, showcasing her commitment to excellence in the financial realm.

With a rich professional journey spanning over a decade in Corporate America, Sierra has seamlessly navigated roles such as Personal Banker, Assistant Store Manager, and Senior Accountant. However, her true calling emerged when she discovered a profound passion for empowering individuals and businesses to streamline and optimize their financial landscapes.

Since 2015, Sierra has been instrumental in guiding numerous businesses towards successful launches, revenue growth, profit maximization, and strategic tax planning. Her diverse background has instilled in her a myriad of valuable qualities, including adept team building and leadership skills, a commitment to exceptional customer service, and an unwavering attention to detail.

Sierra's unique blend of experiences positions her as a trusted advisor, dedicated to addressing the specific needs of businesses and ensuring a more financially stable future. She firmly believes in the pivotal role of a robust accounting structure as the cornerstone of business success, a philosophy she ardently applies in her role at Touché Financial Solutions LLC. Elevate your financial journey with Sierra's expertise and experience firsthand the transformative impact on your financial well-being.

Thank you to our sponsors! Pathways Financial Credit Union and Robles Designs
Location:
COhatch Upper Arlington
1733 W. Lane Avenue
Columbus, OH 43221
Date/Time Information:
Thursday, September 19
9:00am-10:00am
Contact Information:
Fees/Admission:
Free
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