Setting Up Your Books for Success

HYBRID - In-person at the SE Portland office or join virtually via Zoom.

Date & Time: June 14, 2023, 5:00 pm - 6:30 pm PDT

Address: The Factor Building  - 226 SE Madison St. STE 155, Portland, OR 97214

Event Provider: Rational Unicorn Legal Services 

Duration: 90 minutes

Language: English

REGISTRATION: Please visit this link to register and receive further instructions.

About this workshop: Join Lozelle Mathai of Body of Accounting for a seminar on bookkeeping 101. This seminar will cover:

• How you can get prepared financially for owning your own business

• What to know/be thinking about when setting up your small business books

• What options you have for paying yourself as a small business owner and how they differ

Who should attend this class? Business owners and sole proprietors at all stages of operation.

Presenter: Lozelle Mathai is the founder of The Body of Accounting. Their mission is to pick up what the health and wellness education may have left out in the subject of financial management. Prior to opening The Body of Accounting, Lozelle has worked in finance and accounting in various capacities over the past 18 years. This included dealing with month and year end closing procedures, payroll processing, as well as budget and forecast planning and financial analysis. During her tenure, she worked for a number of Fortune 500 public companies. She has also worked as a billing manager, responsible for 15 providers within 3 locations and coding staff of 10. Her goal is to take what she learned from these successful organizations and apply them to the health and wellness industry. She always says, "Why should the big boys have all the fun?"