Record Keeping for the Small Business Workshop

Good records make tax time easier, help you spot problems early and show lenders your business is well run. This workshop covers the bookkeeping basics every owner should know.

See upcoming dates or request one-on-one advising

What you'll learn

Learn the basics of small business bookkeeping, including setting up a record-keeping system, tracking income and expenses, and keeping the records you need at tax time.

  • Keeping business and personal finances separate
  • Choosing a bookkeeping system: software or spreadsheet
  • Tracking income, expenses and receipts
  • Which records to keep for taxes, and for how long
  • When to bring in a bookkeeper or accountant

Who should attend

New business owners, and anyone who wants a simpler, more reliable way to keep their books.

After the workshop, you can meet one-on-one with a Miami Valley SBDC advisor, at no cost, to apply what you learned to your own business.

Save your seat

This workshop is free. Pick a date that works for you and register online. Questions? Call 937-210-9460.

See upcoming dates