Bookkeeping – Feb 14 – Business Presenter


Bookkeeping was the Business Topic Presented This Week’s Presentation

Kathleen Fleming Bookkeeping Sedona Referrals Club

Kathleen Fleming
Bookkeeping

Kathleen Fleming, Bookkeeping, shared with us a list of duties from a former client that a bookkeeper should be prepared & expected to perform. First on the list was familiarity with QuickBooks, and being a ProAdvisor definitely qualifies. There was also a section about what a client should expect, foremost is good communication. Kathleen said that her favorite clients are those where she has developed a good, long-term relationship and they work well together.

Speaker and Greeter

The Speaker for February 14 was Donald Masters of WestTrail Paint Works, and Larry Phillips of Supertree Tree Services was the Greeter.

Next Week

The Presenter for February 21 will be Kelly Preschler of Keller Williams Real Estate. Kathleen Flemming will be the Speaker and Donald Masters of WestTrail Paint Works will be the Greeter.

Referral Business Year to Date

The Sedona Referrals Club generated more than $22,572 in business for its members in 2018.

Every Week

srclogo-100pxThe Sedona Referrals Club meets over breakfast every Wednesday morning at 7:00 am at The Heartline Cafe in West Sedona. Our purpose is to promote each members business via the exchange of prospective referrals. We believe in sending someone you know to someone you trust. Only one member represents each business category.

Each meeting features a business presenter for ten minutes and a speaker who shares some personal experience for five minutes. The meeting is rounded out with a one-minute commercial from each member and guest.

Would you like to grow your local business?

Give us a call to visit and enjoy a breakfast on us! If you know you are ready or have questions, call Vice President for Membership, Alan Freedman at 928-639-3828 or President, Christopher Wales, at 928-282-2150.

Looking for a product or service?

We just might have the person to fill your needs.


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