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How to Automate Your Bookkeeping (SoMa)

April 9, 2020 @ 11:30 am - 1:30 pm

Duration: 2 hour workshop

Right now, it probably seems like a pipe dream to have a bookkeeping system that’s easy to keep up with. There are SO MANY little things that fall through the cracks and bookkeeping is def the last thing that you want to deal with.
With a little bit of planning and a few simple tweaks, you can automate all those time-consuming tasks and keep your books organized and up to date.

In this workshop, you’ll learn:

  • How to know which financial tasks you can automate (hate to break it to you but they ALL can’t be automated)
  • How to pick and optimize a bookkeeping program to automate and streamline your finances
  • Small changes you can make to your financial system that’ll save you time
  • Awesome software and apps for keeping up with your finances in less than 5 minutes a day

About the Instructor

Andi Smiles, small business financial consultant and coach, teaches rad business owners to take control of their finances so they can step into their personal power.

She’s helped hundreds of self-employed folx organize and understand their business finances, while also uncovering their emotional relationship with money. Using her signature income forecasting process, Andi helps her clients identify their big wild dreams and create a profit plan to get there.

Andi’s core belief is that when business owners are engaged with their finances, their personal awareness around money deepens, creating more sustainable and authentic businesses. She loves helping business owners connect with and feel good about their finances- no matter how many dollars are in their bank account.

sba logoFunded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions, or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA. All SBA programs or cosponsored programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested, at least 2 weeks in advance. Contact: Erin Morris, emorris@rencenter.org, (415) 348-6227.

register here


April 9, 2020
11:30 am - 1:30 pm
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Erin Morris
(415) 348-6227


U.S. Small Business Administration
455 Market Street
San Francisco, 94105 United States
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