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Essential Bookkeeping Tasks for Your Business (SoMa)

April 2, 2020 @ 11:30 am - 1:30 pm

Duration: 2 hour workshop

You don’t have to do everything when it comes to your bookkeeping!

Most people waste time doing their bookkeeping because they don’t know WHAT to do. And they do a bunch of things that don’t actually matter. Even worse, they spend most of their time on busy work and are too tired to do the REAL work.
Your bookkeeping is only as complicated as you make it. Sure, there are some fancy-smancy tasks you can do, but there are only FIVE things that you absolutely must do to keep your money organized.

In this class, you’ll learn:

  • how often you should be doing your bookkeeping, and how long it should take
  • the most important bookkeeping tasks for your business, and a step-by-step guide to getting them done
  • tips to make these tasks easier, and save you time
  • how to create a “5 minutes a day” workflow

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 2, 2020
11:30 am - 1:30 pm
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Erin Morris


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