Quickbooks for Startups

  • October 24, 2013 · 6:00 PM
  • This location is shown only to members

Launching a company doesn't just involve marketing and branding, it's also necessary to keep close tabs on the finances. Thankfully, software like Quickbooks makes it easier than ever before to keep track of the money in your business, and is one of the best systems for small businesses. If you're crunching the numbers for your company, you need this crashcourse in how to use Quickbooks from two outstanding CPAs from


What You'll Learn:

What your CPA is looking for so you’re ready for tax time How to set-up and use useful reportsTime saving tips and tricks - speed up your data entry

NOTE:  This class is for people who currently use Quickbooks as part or their startup accounting.  This class is not an intro to Quickbooks for newbies (sorry). 

NOTE: You should bring your laptop (loaded with Quickbooks) to class.  All in class examples will by taught using Quickbooks version PC 2013.  While it's not required that you work in the same version, it is recommended.

Tweet your QUESTIONS in advance to @Intelligent_ly using #quickbooks and be prepared for an awesome Q&A during class.

About The Instructors 

David Marcus joined Samet in 2012 having spent a stint on the private business side and nearly a decade with Carlin Charron & Rosen LLP (now Grant Thornton LLP).  He has 20 years of experience in state, federal and international tax services for a variety of industries and is the go-to technical expert for many of Samet’s largest clients. 

Kristie Cotter joined Samet in 2005 after serving as an accountant at a firm in Naperville, IL. Her areas of expertise include accounting and auditing, QuickBooks consulting, and tax preparation and compliance for a variety of industries, including: professional service firms, wholesale distribution companies, retail services, insurance agencies, and real estate firms.

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  • Felix S.

    Good basic information on how to use quickbooks

    October 24, 2013

  • A former member
    A former member

    Decided to go to another meet up tonight -- too bad they conflict! Hope the Quickbooks is offered again (soon?)

    October 24, 2013

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