Webinar: Tips, tricks & traps of a single Square entry

Live webinar, February 17 at 12pm EST

Did you know posting proper daily accrual-based accounting entries are vital to managing any retail, restaurant or ecommerce business? Are you spending your valuable time keying in manual data and matching deposits to journal entries in QuickBooks Online?

Join us for this informative session that will save you time and help you do your books easily.

In this webinar, Tanya Hilts, Founder of Cloud Business Services & Tanya’s Bookkeepers Bootcamp, Sherri-Lee Mathers, Founder of Balsam Way Bookkeeping & Business Solutions, and Jason Richelson, Co-Founder and CEO of Bookkeep will discuss:

  • Why you are doing yourself and your clients a disservice by not making a daily journal entry
  • Why this is important for any clients you manage not just your ecommerce clients
  • How using Bookkeep’s automation platform can save you valuable time and resources while ensuring financial reports are accurate

Tanya, Sherri-Lee, and Jason will share stories, pain points, strategies and tools to help you manage Square the right way–to set yourself and your clients up for success.

Tanya Hilts:

Tanya Hilts is the founder of Cloud Business Services and Tanya’s Bookkeeper’s Bootcamp. She has a passion for streamlining processes and increasing efficiency and client outcomes. Tanya has many accolades and certifications, such as Intuits Global Firm of the Future for 2018, and in 2019 CPB Canada’s Leader of the year, which have catapulted her to a top industry thought leader and mentor. Tanya is a sitting board member of CPB Canada and Member of Intuit’s Trainer Writer Network.

Follow Tanya on Twitter

Sherri-Lee Mathers:

Sherri-Lee Mathers is the founder of Balsam Way Bookkeeping & Business Solutions and has been named 4 years in a row to Insightful Accountants Top 100 ProAdvisors. She is CPB Canada’s Leader of the Year for 2021 and Member of Intuit’s Trainer Writer Network. Sherri-Lee is known for working with apps on development and specifically betterment for the accounting industry. The difficult & diverse industry niche she works in breweries, wineries and distilleries has given her in depth knowledge of many potential app pitfalls.

Jason Richelson:

Jason Richelson is the Co-Founder and CEO of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. He has spent the past two decades deeply rooted in payments, business automation, and accounting systems. Jason began his career as a PricewaterhouseCoopers systems analyst before launching several companies, including InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep. For each of the companies Jason founded, he personally closed the books. He possesses both the technical knowledge of accounting and the business acumen to create products that help organizations of all sizes scale their operations.

Follow Jason on Twitter


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