Bookkeeping Essentials Every Small Business Owner Needs
Live Event (online)
Date & Time: April 2, 2026, 1:00pm EDT
Cost: $0.00
Duration: 1 Hour
Language: English
About the event
Effective bookkeeping is the foundation of any financially healthy small business. Without accurate, consistent reporting, it becomes impossible to manage cash flow, prepare for taxes, or make informed financial decisions.
In this webinar, you’ll learn how bookkeeping works and how to turn it into a simple, manageable process you can stay on top of. We’ll show you how to keep your books consistent, which financial reports you should review regularly, and the habits that help prevent minor mistakes from turning into costly problems. You’ll also learn how to keep your records organized year-round to make tax time easier, ensuring your estimated payments are more accurate and avoiding unnecessary surprises.
By the end of this webinar, you will be able to:
Understand how bookkeeping works and how it differs from accounting
Recognize the difference between single-entry and double-entry systems
Choose between cash and accrual accounting based on your business needs
Identify the three key financial statements and how often to review them
Use clean books to support tax deductions, estimated payments, and fewer surprises
About the presenters
Sonia Chanani
Sonia brings more than 14 years of tax experience and client support expertise, giving her a strong understanding of how different business structures impact real‑world operations and client needs.
Sandra Martin
Sandra Martin is a seasoned tax professional with over 34 years of experience at H&R Block. Throughout her career, she has built a reputation for delivering exceptional client service, ensuring accuracy, and providing trusted guidance on complex tax matters.