Record Keeping Consulting with Jenna Goldin, December 14, 2018

What Are Your Record Keeping Goals?

Our record keeping consultants can show you the importance of organized bookkeeping and help you make better decisions about your budget, financials and overall business operations.

Details

  • One on one consulting
  • Determine how best to setup your business finances
  • Review existing bookkeeping practices, identify gaps and look at potential tax implications
  • Review existing accounting software set-up with basic training
  • Note: Each session lasts 50 minutes. Please bring specific questions as well as your current bookkeeping system and arrive 10 min early for your session to complete the required intake paperwork.

Requirements

  • You must be a Mercy Corps Northwest loan client or Foundations student having completed up to Week 4.  If you do not meet this criteria, we may still be able to work with you—please call (503) 896-5087.
  • Cost: $25 each session, advanced registration required.
  • Note: Our Record Keeping consultants are familiar with most major accounting software (QuickBooks, QBO, Xero, Wave, or Excel) packages and can provide guidance and answers to specific questions about each program.  However,this one hour consulting session is NOT meant to be a substitute for the comprehensive support or training that these solutions may require.

About the Consultant

Jenna Goldin has been a Licensed Tax Return Preparer in Oregon since 2010.  In addition to tax preparation, Jenna offers bookkeeping services and Quickbooks set-up and support.  Her background is in women’s studies and psychology.   She started doing taxes to provide low cost, high quality services to self employed people.   She aims to create a supportive and empowering experience for her clients.  After tax season, Jenna spends her time hiking, biking, playing tennis, gardening, camping and surfing.

 

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*Scholarship Option: In partnership with Prosper Portland, we are thrilled to be able to offer people of color scholarships to any  training activity. Eligible clients need to have a home or business address within the city of Portland. Our goal is to make business education accessible to everyone in our community. Link to Online Application.

PLEASE DO NOT REGISTER FOR A TRAINING ACTIVITY IF YOU PLAN ON APPLYING FOR A SCHOLARSHIP – wait until your scholarship application has been approved or denied and then proceed with registration. You will be contacted via phone or email by Prosper Portland or Mercy Corps Northwest (depending on which scholarship you apply for) after we receive your application. Questions? Email training.mcnw@mercycorps.org

REFUND POLICY: Refunds are available up to one week prior to the start of the class. If you are unable to continue attending class we do our best to accommodate your situation. Registration is not complete without payment.


Event Details

Cost:
$25
Date & Time:

$25.00

  • Fri, Dec 14 2018 | 11:00 - 11:50 am
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  • Fri, Dec 14 2018 | 12:00 - 12:50 pm
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  • Fri, Dec 14 2018 | 1:00 - 1:50 pm
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  • Fri, Dec 14 2018 | 2:00 - 2:50 pm
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Mercy Corps Northwest | 43 SW Naito Pkwy, Portland, OR 97204, USA
Location:
43 SW Naito Pkwy, Portland, OR 97204, USA

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