BEGIN:VCALENDAR VERSION:2.0 PRODID:ADNA Events System X-WR-TIMEZONE:America/Toronto BEGIN:VTIMEZONE TZID:America/Toronto X-LIC-LOCATION:America/Toronto BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0500 DTSTART:19810329T020000 RRULE:FREQ=YEARLY;INTERVAL=1;BYMONTH=3;BYDAY=-1SU END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT UID:66065827b426a DTSTART;TZID=America/Toronto:20220119T120000 SEQUENCE:0 TRANSP:OPAQUE DTEND;TZID=America/Toronto:20220119T130000 URL:https://cpbcan.ca/events-learning/event-listings.html/event-info/detail s/id/145 SUMMARY:Webinar: Taming Square with Accounting Automation (Sponsored by Boo kkeep) CLASS:PUBLIC DESCRIPTION:Are you simply recording a single monthly entry and deducting t he square fees in your accounting software? Learn where to look for potent ial issues\, and how to provide your client with better information while saving time & deposit reconciliation frustration. \n\n\nhttps://cpbcan.ca/ events-learning/event-listings.html/event-info/details/id/145 X-ALT-DESC;FMTTYPE=text/html:
 \;Join Bookkeep CEO Jason Richel son along with Sherri-Lee Mathers and Tanya Hilts in discussing how to bes t handle Square for your clients. \;
\n\nUnderstand the benefits to your client and your busines
s of some simply implemented automation. In this session\, you will learn
what to look for\, and how to have an accurate posting of the Square finan
cial information. \; Sales (either summary or category summary)\, fees
\, and the '\;New'\; Square Card transactions.<
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Learn why you shouldn&rsquo\;t post every s ingle sales transaction to your accounting platform\, and see how simple i t is to generate daily sales summaries that include all payment methods. Y ou can be sure that Square deposits will match in the banking feed and the other payment methods will reconcile in clearing accounts a huge time sav er. \; \; \;
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\nJason 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 aut omation\, and accounting systems. Jason has launched several companies\, i ncluding ShopKeep\, a pioneering cloud-based point of sale system\, which sold for $440M to Lightspeed (LSPD)\, the leading provider of cloud-based\ , omnichannel commerce platforms. He possesses both the technical knowledg e of accounting and the business acumen to create products that help organ izations of all sizes scale their operations. \;< /p>\n\n
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\nSherri-Lee Mathers
Sherri-Lee Mathers is th e 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 d evelopment and specifically betterment for the accounting industry. The di fficult &\; diverse industry niche she works in breweries\, wineries an d distilleries has given her in depth knowledge of many potential app pitf alls. \;
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\n\n\n\nTanya Hilts Bio
\n\nTanya Hilts is the founder of Cloud Business Services and Tanya&rsquo\; s Bookkeeper&rsquo\;s Bootcamp. She has a passion for streamlining process es 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.&n bsp\;
\n\nTanya would like to express that her role in this webinar is done in her own personal capacity. Nothing con tained within it should be construed or received as an opinion or represen tation of CPB Canada or its Board of Directors. \;
\n\nThe expressed views and opinions of this presentation are of the sponsor and t he personal views of the presenters themselves and are in no way represent ative of and should not be attributed to or considered endorsed by CPB Can ada &ndash\; Certified Professional Bookkeepers of Canada\, its employees\ , Directors or stakeholders.
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