QuickBooks for Therapists

Feb. 13, 2015 1-2:30pm, 405 Alberto Way, Ste. A Los Gatos CA

Is 2015 the year you get your private practice books in order? This workshop is for you!

General Topics in this training include:

· Creating a new company

· Setting up a Chart of Accounts

· Reconciling bank and credit card accounts

· Entering expenses

· Invoicing and making deposits

· Producing Financial reports for completing your Schedule C

QuickBooks overview for beginners

This training is $75 and includes 1.5 CUE's. It is facilitated by Merrett Sheridan, LMFT founder of Capital Planning Services, a small business bookkeeping company where she has assisted over 50 individuals and small businesses with their QuickBooks needs since 1999. She is also a licensed MFT and therefore understands the specific needs of your business.


Training is on the current (2015) version of QuickBooks Pro for the PC. If you have a different version of QBS you will still gain a valuable conceptual understanding of the program and bookkeeping basics.


Please contact me at 408-410-8786 or www.capitalplanningservices.net to register. Payment can be made via check or credit/debit card and will hold your spot. 24 hour notice of cancellation is required for a full refund.