About this workshop:

Proper record keeping and effective financial organization are critical pillars of business success, no matter the size or stage of your enterprise. As part of the Logan Katz Learning Series, this interactive and practical workshop is designed to equip business owners, entrepreneurs, and aspiring bookkeepers with the foundational skills needed to manage financial information with confidence.

In this engaging session, participants will learn:

• The key principles and terminology of bookkeeping
• How to set up and maintain a simple, efficient record-keeping system
• Best practices for organizing receipts, invoices, and financial documents
• Techniques for tracking income and expenses accurately
• How to avoid common pitfalls that can lead to errors or missed opportunities
• When and how to delegate bookkeeping tasks effectively

Whether you’re managing the books yourself or supervising someone who does, this workshop will provide you with the tools and clarity to stay on top of your financials and make informed decisions for your business. Designed to be accessible and actionable, the content is suitable for beginners and those looking to refresh their knowledge.