2020 Meeting Calendar

Please contact Jennifer Millett to RSVP to attend marinbookkeepers@gmail.com there is a 48-cancellation requirement Non-Member fee $40 Member $35. 


October 16th at 8:30 am

How to Communicate Financial Results in an Online World

In this session we will review the different communication styles and discuss tools that help make interactions more engaging for audiences.

We will review some of the tools available for making sense of financial information in a rapidly changing world.

September 18th at 12 Noon

Enhancing Small Business Accounting with Add-Ons 

A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session will provide guidance on some of the best add-ons in the market. If you have needs that are not met with your current solution, you may not need to change your base solution. You may just need the right add-on! Attend this session to discover the best of the best extensions for accounting software.

Major Subjects Covered

  • Overview of third part add-on solutions
  • Review add-ons for both traditional desktop and SaaS small business products
  • Shortfalls of specific add-on solutions
  • Strengths and weaknesses of various solutions
  • Broad range of needs covered

Learning Objectives

Upon completing this session, you should be able to:

  • List the three common needs for add-on products in the small business market
  • Identify shortfalls in common add-on solutions
  • Differentiate between products based on business needs

Meeting are held once a month on Friday and rotate between breakfast and lunch. Meetings either feature key speakers or are organized round table discussion regarding bookkeeping topics.  Please see the links and calendar below for more information.

Cash Flow Forecasting in a Time of Crisis – The Covid-19 Example

With the recent experience of the global pandemic, many companies have discovered they need to create a better cash flow forecast. As you consider the impact of the CAREs act, PPP, FMLA regulations and/or the SBA economic injury disaster loan, you also need to help your clients review their current financial situation. What reports need to be generated? Can your clients maintain profits? Do you know how much overhead they need to cut if sales drop 15%? 30% 50%? Cash flow does not equal profitability. To be profitable, a company must have the cash needed to keep the business operating efficiently. You will learn how to create a system to forecast cash flow and create different scenarios to project your clients’ cash needs.
With the recent experience of the global pandemic, many companies have discovered they need to create a better cash flow forecast. As you consider the impact of the CAREs act, PPP, FMLA regulations and/or the SBA economic injury disaster loan, you also need to help your clients review their current financial situation. What reports need to be generated?Can your clients maintain profits? Do you know how much overhead they need to cut if sales drop 15%? 30% 50%? Cash flow does not equal profitability. To be profitable, a company must have the cash needed to keep the business operating efficiently. You will learn how to create a system to forecast cash flow and create different scenarios to project your clients’ cash needs.

Rescheduled to June 19th 8:30 am

Social Security education and claiming analysis for your particular circumstances; to examine available assets and plan for expenses in a way that provides a secure cash flow throughout your retirement years.

Martha Shedden loves getting to know her retiree clients and analyzing their particular Social Security situations so they have all the information needed to make a smart decision on when to claim their benefits.

Trained and practicing as a professional engineer for over 30 years, she thoroughly enjoys the detailed, problem solving aspect of Social Security income planning, and especially the ability to help retirees create a secure retirement financial plan.

May 15th Meeting via Zoom at 12 noon No charge to attend!

Avalara helps businesses of all sizes get tax compliance right. We provide pre-built integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India. Get more information at avalara.com.

Matt Hammond is from Raleigh, NC and went to College at High Point University.  He is the director of sales for QuickBooks at Avalara where he has been for 5+ years and dedicated to the small business sector. He has three Tree Walker Coonhounds (Codi, Dash, Reba) and loves playing golf and fishing. He played collegiate golf and also professionally for 2 years after college. Currently has a 7 month old baby girl and has gotten to see her grow up during the working from home.



April 17th for Breakfast This meeting has been canceled to stop the spread of Covid-19

Relationship Marketing and Networking for Bookkeepers. How to Attract Your Most Profitable Customers, Turn Them Into Raving Fans and Have Them Knocking Down Your Doors with Referrals!

Sue Brooke moved to Sonoma County after meeting a sister through Ancestry DNA! She is going to share with you how she has built a tribe of Raving Fans in just a few short months after moving to a new community, how she gets new business and referrals consistently, and how she builds her businesses purely by building relationships.

Sue is a Professional Speaker, Trainer, Coach, Best Selling Author, Business and Marketing Strategist, and Relationship Marketing Expert.
She brings a plethora of valuable knowledge and resources from 30+ years of working side-by-side with business and marketing influencers, starting and growing businesses, coaching and training entrepreneurs, business owners, CEOs, and customer service and sales professionals.

BONUS! All attendees receive a complimentary Business and Marketing strategy session as a follow up after the event with Sue Brooke (value $250).

Sue Brooke moved to Sonoma County after meeting a sister through Ancestry DNA! She is going to share with you how she has built a tribe of Raving Fans in just a few short months after moving to a new community, how she gets new business and referrals consistently, and how she builds her businesses purely by building relationships.

Sue is a Professional Speaker, Trainer, Coach, Best Selling Author, Business and Marketing Strategist, and Relationship Marketing Expert.
She brings a plethora of valuable knowledge and resources from 30+ years of working side-by-side with business and marketing influencers, starting and growing businesses, coaching and training entrepreneurs, business owners, CEOs, and customer service and sales professionals.

BONUS! All attendees receive a complimentary Business and Marketing strategy session as a follow up after the event with Sue Brooke (value $250).

March 20th noon for Lunch This meeting has been canceled to stop the spread of Covid-19

Social Security education and claiming analysis for your particular circumstances; to examine available assets and plan for expenses in a way that provides a secure cash flow throughout your retirement years.

Martha Shedden loves getting to know her retiree clients and analyzing their particular Social Security situations so they have all the information needed to make a smart decision on when to claim their benefits.

Trained and practicing as a professional engineer for over 30 years, she thoroughly enjoys the detailed, problem solving aspect of Social Security income planning, and especially the ability to help retirees create a secure retirement financial plan.

February 21st 8:30 for Breakfast

Discussion on Wayfair, Dymanex, and more…

John Morre is managing partner at Morre & Co.  He is a Certified Public Accountant. John has a Masters Degree in Taxation from Golden Gate University and has received the Personal Financial Specialist designation from the AICPA. He has been practicing in Marin County since 1979. In addition to an array of professional memberships, John serves on the boards of several non-profit organizations and conducts classes and seminars on tax and financial planning issues. John is a native of San Francisco and he and his wife are residents of Hawaii.

January 17th noon for Lunch

Tallie online expense report software automates the expense report process at every step, for employees and approvers.

James Youlios is an Account Executive at Tallie. He has been working with Tallie for over four years. Starting in the customer support department and developing abundant product knowledge and industry insights, his talents brought him over to the sales team. Having experience with manual data entry, he’s passionate about software and helping businesses automate their processes. Raised in Los Angeles, he has a BA from UC San Diego and resides in San Francisco.

https://tallie.com

Cash Flow Forecasting in a Time of Crisis – The Covid-19 Example