Description

Bookkeeping Records: What to Keep and Why

Good bookkeeping starts with good records. Whether you work with a bookkeeper or manage your books yourself, knowing what documentation to keep and how information is recorded is essential. 

This session will cover the financial records every business should maintain, how common transactions are documented, and what your bookkeeper needs from you to keep your finances organized and accurate.

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What to Bring & Questions

This workshop is designed to be practical and interactive.

• For this session, bringing your own bookkeeping records would be helpful.
• Bring a fully charged laptops/tablets so they can follow along with demonstrations, explore resources, and take notes throughout the session.
• Questions are welcome! But to help the session stay on track, we encourage attendees to write down their questions as they arise and save them for the Q&A portion at the end.

Small Business Finances Lunch & Learn Series

This four-part Lunch & Learn series is designed to help small business owners and managers build confidence in the financial side of running a business. From understanding CRA requirements and maintaining accurate records to preparing for year-end and making sense of financial statements, each session offers practical, real-world guidance you can put to use immediately.

About the Facilitator

Christina Chong is a CPA and co-founder of Sync Accounting. She's passionate about helping small business owners understand their numbers—from tax planning to cash flow and profitability. When she's not crunching numbers, you'll find her navigating life in the mountains with her young family.