Small Business Bookkeeping and Payroll Management on a Budget

Teach cost-effective methods for managing small business finances and payroll.

Webinar Nov 06 2025, Thursday 01:00 PM EDT 90 Minutes Intermediate Level Code: GRC0000117

  • Basics of Bookkeeping: Income, Expenses, and Reconciliations
  • Choosing Affordable Accounting Software (e.g., QuickBooks, others)
  • Payroll Management: providers and compliance – payroll bookkeeping entries
  • Tax Filing and Record-Keeping Best Practices

Let me know if you'd like me to expand on any of these outlines or create detailed materials for one of the courses!

  • Double-entry bookkeeping vs. single-entry bookkeeping
  • Compiling basic accounting information
  • Classifying transactions
  • Models you can look to for guidance
  • Payroll entries
  • Entries between the owner and the company
  • Fixed asset entries vs expense entries
  • Data to keep about your revenues
  • Differences depending on the type of business entity
  • The balance sheet, income statement, and general ledger
  • Software solutions, or providing information to an accountant, that will reduce your costs
  • What source documents to keep and how long

  • Small Business Owners

If you have struggled to understand and complete accounting tasks for your small business, a few pointers from a long-time CPA may help you to do a better job or find a cost-effective alternative. Common challenges will be discussed and (hopefully) resolved in this course.

Many small business owners try to keep their own books, due to budget constraints, without having any accounting training. This causes time problems for the owner of the business and challenges for tax preparers and others using the business’s financial reports. 

BRUCE WARNER
BRUCE WARNER

Bruce Warner, CPA owns a CPA practice in Salt Lake City, Utah where he specializes in helping clients with tax planning and to implement financial strategies to increase wealth and well-being. He has previously had Series 7 and 63 securities licenses. He is now licensed as a CPA and life agent in Utah. His insurance and annuities business are affiliated with Global Financial Impact. His practice has focused on taxes since 2009, and prior to that he worked for a major CPA firm and worked in the Oil and Gas Industry. He consulted with large energy businesses for 15 years with a Washington DC consulting firm, Brown, Williams, Moorhead & Quinn, Inc.

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