Mastering Financial Statement Accuracy: A Practical Guide for Bookkeepers

Mastering Financial Statement Accuracy: A Practical Guide for Bookkeepers

Bookkeepers, Accounting Clerks and Those Int

By Kim Anderson
4 years on Eventbrite 📈

Date and time

Location

Do Greater Charlotte Foundation

2400 Greenland Avenue Charlotte, NC 28208 United States

About this event

  • Event lasts 8 hours

Welcome to Mastering Financials! Join us at the Do Greater Charlotte Foundation on August 9, 2025 at 10:00 AM for a deep dive into financial management. This is an 8 hour class (includes lunch.) Cost is $400 per person. Early Bird $350 before July 28th.

Are you a bookkeeper ready to level up your financial accuracy with confidence? Join us for this hands-on, scenario-based course that teaches you how to read, analyze, and correct financial statements with clarity and precision.

Learn how to:

  • Read and Interpret Balance Sheets and Profit & Loss Statements
  • Trace transactions from source documents and reports
  • Detect common erros and correct them with confidence
  • Understand equity movements like owner draws, dividends and reimbursements
  • Create clean, audit-ready books that tell a true story of business health.

What You'll Get:

  • Fillable Worksheets for hand-on practice
  • Cheat Sheets: Month-end Checklist, journal templates and error spotting guide
  • Branded Certificate of Completion
  • Live Q&A with tax expert and Enrolled Agent: Kim Anderson, NTPI, EA, Consultant, (over 40 years of experience in taxes, bookkeeping and public accounting.)

Ideal For:

Bookkeepers, accounting clerks, accountants interested in small business accounting, and business owners who want clean books and better compliance.

Course Format:

1 day of Expert-Led Instruction, practical exercises, and real-world case reviews.

Don't miss this opportunity to take control of your finances and secure your financial future. See you there!

Spots are limited: Register now!

Organized by

4 years on Eventbrite

VP of Ambassador's Business & Tax Services Inc.

Enrolled Agent, NTPI Fellow, NAEA member

Aug 9 · 10:00 AM EDT