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2019 Workshop Schedule Released

Updated: Jun 3, 2019

Announcing our 2019 workshop schedule for the remainder of the year. All workshops are open to clients and non-Peridot clients. Some workshops are free and some have a fee, depending upon the content. To view full workshop details, visit our Workshops page.

Quickbooks Online Series by Melissa Doran, CPA, Certified Quickbooks Online ProAdvisor (Free)

  • Payroll & Contractors (June 17th)

  • Invoicing & customer payments (July 22)

  • Reconciliations and Account Troubleshooting (August 19)

  • Reports: The Power of Data (September 23)

Zero Based Budgeting & Setting Up Your Own Budget (Part 1 and Part 2) by Camille Stimach, Financial Coach and Budget Specialist (June 20 and June 26, $20 for both)

Entity Selection and Self-Employed Rules of Thumb by John Michael Kledis (Free, July 16th)

Non-Profit 990s: Understanding a 990 and Basic Nonprofit Budgeting by John Michael Kledis (Free, July 30th)

Social Security 101: Tax and Retirement Overview by John Michael Kledis (Free, Aug 13th or October 8th)

Fundamentals of a Business Plan by Bill Kelley and John Michael Kledis (Free, Sept 10th)

Credit 101: Your Financial Foundation to Success by Camille Stimach (Free, Nov 7th)

Please check the Workshops page (click here) for full details and to register.

#peridotworkshops #budgeting #quickbooks #socialsecurity #credit #Form990 #nonprofitbudgeting #entityselection

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