IMAGE ID: Two latina women seated at a desk reviewing work on a laptop. The women on the left is holding a cup of coffee and pointing at the screen, as if to point out something. The flier has a blue background with dark blue, light pink, and coral text. Flyer reads, “ monthly bookkeeping accountability & support sesh for creatives. From 11am to 2pm. One for the books, the first Sunday of the month. Sliding scale.Register to RSVP. Www.YouBelongSd.com. Photo By: HB Photos for Come Through Creative Agency Culture Stock Series.
You Belong Here invites you to our newest program, One for the Books, a bookkeeping accountability and support sesh!
This is a quarterly series - the first Sunday of the month.
WHY BOOKKEEPING?
In 2021, You Belong Here surveyed and interviewed over 150 creatives in the San Diego region, regarding the health of their creative endeavors and businesses, as well as asking them to select and list areas of business development they felt they needed support in.
Of the 125 who completed the survey, ~45% responded with a desire for stronger financial literacy knowledge. While an astounding ~37% of people who responded said that they desired training and support in bookkeeping. You Belong Here wants to answer that call for support!
Our vision is to Bridge the gap between Creativity and Sustainability. We want to help our Creative Artists and Small Businesses reach economic prosperity. That starts with understanding your financial foundations and most especially your books!
We know how boring the idea of bookkeeping may sound, but when you get in the habit of doing so, you’ll be able to monitor and evaluate the health of your business and or creative endeavor. Understanding your books will help you to understand your liabilities, owner’s equity, overall profit, and provide an overview of money coming in and out. Once you nail this business development necessity, you’ll have a deeper understanding on how you can grow your wealth. Plus, you’ll be ready for quarterly sales taxes and for filing Federal and State taxes–literally one of the most stressful things about running a business.
April 2, 2023 | 11am - 2pm
Location: You Belong Here 3619 El Cajon Blvd. San Diego, CA. 92104
TAKEAWAYS
Accountability while you work on updating your books for the previously ended month
Network and Connect with fellow Creatives
Get some light tips and tricks on the upkeep of your books
Categorize all of your expenses
Make any transfers that may be necessary
Reconcile
Review Profit & Loss, Cash Flow, and Balance Sheet
Make a plan for the new month
Tips and insight on how to make big money moves!
REQUIREMENTS
Software preloaded on Laptop (Quickbooks and/or Wave), if you do not have a laptop please let us know, we can provide one for use during the session
Have basic bookkeeping knowledge and/or
Have completed the Brunch Crunch:Bookkeeping Basics for Creatives
WHAT TO BRING
Laptop
Bank Statements (if necessary)
Credit card statements (if necessary)
Receipts
Good Vibes
WHAT IS INCLUDED IN REGISTRATION COST?
Light Breakfast (bagels, donuts, fruits) & Snacks - Dietary Restriction options available; indicate at time of registration
Coffee and Beverages
Support & guidance from You Belong Here Staff
Space to cowork - HiSpeed WiFi
Calculators, Pens, Pencils, and Sticky Notes (for use only)
Discounts on future business development workshops
Three Day Passes to come in and cowork ($45 value)
Expense Tracker & Financial Projections Spreadsheet ($10)
40% off Discount for Quickbooks online (6 months)
PLEASE NOTE:
This is an accountability support session so that we stay on top of our monthly and/or quarterly bookkeeping. This support sesh is to help us avoid procrastination. This will help to eliminate the chaos and stress of preparation to pay our quarterly sales tax and file federal/state taxes.
Due to limited resources, we will be unable to teach you the basics of bookkeeping.
This workshop is not ideal for anyone who does not have a business bank account, bookkeeping software, or understand basic principles of bookkeeping. If you need assistance in any of the above areas please send a note here
Non-profits; You are more than welcome to attend for added accountability and good vibes. However, please note YBH is not seasoned in non-profit bookkeeping and accounting principles.
COST
You Belong Here Takes a Sliding Scale approach to the majority of their programs to ensure that these programs are accessible.
$10 - You do not own a home, share rent with roommates, money has been tight throughout COVID but you have gotten by and broke even with your business income
$15 - You do not own a home, rent an apartment, have a partner and/or roommate, income stream ebbs and flows
$20 - You own a home, have a consistent income stream, and/or have combined household income
Pay What You Can - Donation
*** Want to avoid Eventbrite fees? Send us a Venmo @YouBelongHere (be sure to put your full name + email, in PRIVATE, so that we can send you registration)
MEET YOUR BOOKKEEPING SUPPORT GURU
Nic Roc - Owner and Program Director of You Belong Here
Nic has over 14 years of experience successfully launching and operating three small businesses. She is skilled in small business development, brand strategy, design and fabrication, creative direction, and program development.
She began her journey in business with absolutely no clue as to what she was doing or even understanding how to operate a business, let alone do her books. For the first five years of running her first business, she never touched bookkeeping, as it seemed it was something that didn’t really apply to her. She did everything she could to stay away from taxes. Because you know, if you don’t see it, it doesn’t exist right?? :o)
That would eventually come back to bite her in the ass! Drowning in debt, living paycheck to paycheck, having no savings and investments, inventory expenses out of the roof— Nic decided it was time to get serious about her financial future. She hired a bookkeeper and began to learn the ins and outs of bookkeeping. It is with her thorough understanding of bookkeeping that she was able to evaluate risk, diversify income, and emphasize services that were bringing in higher revenue streams and devise an action plan to help grow You Belong Here. Throughout 2020, YBH was forced to be closed due to COVID. Nic reopened the doors of You Belong Here in May of 2021 (after 15 months of closure). After reviewing 2019s Profit and Loss sheet; she understood the changes she needed to make in her business to begin generating revenue. Within seven months, she increased her gross revenue compared to 2019 by 150%. Thanks to understanding bookkeeping basics, Nic was able to grow during a pandemic.
DISCLAIMER: Nic Roc is not a licensed bookkeeper or financial coach/advisor. She is a seasoned business owner who can help with bookkeeping basics (inputting and categorizing expenses, running reports, etc.).
By purchasing a ticket she is in no way offering or providing bookkeeping services and cannot be listed as your bookkeeper.
If you need a bookkeeper please check for resources from your local Small Business Development Center.