PBA started in 1989 with a luncheon meeting of bookkeeping professionals. By joining, we discovered the value of providing support. We realized we could help each other in our business endeavors. As a group, we could encourage the development of individuals performing bookkeeping, accounting and tax services.
In the weeks that followed, a formal organization was founded. Our membership today includes the self-employed, individuals considering a business and employees of private companies. We have members from around the San Francisco Bay Area.
Next meeting: Penny Schultz, Schultz HR Consulting LLC, will discuss HR and Payroll compliance issues that all bookkeepers should know. The meeting will be held in San Mateo 6:00pm-8pm.
These meetings are designed to address the Association's objective to support and encourage professionals in the bookkeeping profession. The format includes a knowledgeable speaker, opportunity to network, and group discussion of relevant topics.
Joining = Member Benefits
Elected officers provide leadership for the association. All members have the opportunity to serve as an officer or committee member. Committees include Membership, Nominating, Newsletter, Marketing, Education and Program.
We encourage personal and professional growth through active participation and leadership development.
Calendar of Events
September 18: HR and Payroll Compliance with Penny Schultz, Schultz HR Consulting
October 16: Sales Tax Update with Susan Woo, CDTFA (previously Board of Equalization)
November 13: Cyber Security with Steve Kruse, Clango
December 11: Year-end review and networking party
Previous Meetings In Review
Polly Neumann returned to update us on recent tax law changes related to Meals & Entertainment, along with year-end close tips because it's never too early to prepare for tax season!
Alex Sloan and Myles Grashian from Xero gave us a look at Xero and showed us the highlights and benefits of using this beautiful accounting software (see Xero.com for more).
Wanda Cheung shared a look at her newly-designed inventory management software - very impressive! It is designed for small/medium-sized business with physical inventory and now integrates with Quickbooks Online.
April 17th: While we celebrated the official end of tax season, two of our Resource Members introduced themselves and shared brief overviews - Tim Duus or Liberty Insurance Brokers and David Fenyvesi of 360 Payment Solutions.
Wylie Leabo from Veem provided an overview of this FREE service for moving money across the US and the world (www.Veem.com). And for those of us who regularly wait for bank and credit card statements, receipts and other critical documents, Jared Kerr showed us how to step up our game with Hubdoc (www.Hubdoc.com). Hubdoc not only retrieves all of these documents for us but syncs the data with our major online accounting software. A real game-changer!
We were fortunate to have not one but two information-packed presentations, just in time for tax season. Polly Neumann, CPA gave a quick overview on the bookkeeping behind annual K-1s, and then joined with Jean Brandt, CPA to share the latest details on the tax law changes going into effect in 2018. There was plenty of information to absorb and much that is still being worked out... as more details emerge we will have additional sessions on the calendar.
Lauren Mang and Michelle Powell joined us for a fun and interactive session, in time for the new year! Lauren shared her Top 10 Organizing Apps and Michelle gave an overview of the principles of Feng Shui and holistic organizing. Both sessions were informative and definitely got us all thinking about making some positive changes to our work flow and environment in the new year!
We were thrilled to have Joy Hemp take the stage to talk on the subject of Non-profit Bookkeeping. Not only does Joy have more than 20 years of bookkeeping experience with non profits, she is also a founding member of the Peninsula Bookkeepers Association.in 1989. Joy discussed the challenges of non profit bookkeeping, how to handle restricted vs. unrestricted donations in Quickbooks and the use of Classes to track the various programs specific to the non-profit entity. She also brought samples of the 990 non-profit tax return to show where the data appears on the return. It was a very lively group and Joy answered lots of questions!
On October 17th we were fortunate to have our own representative from the California State Board of Equalization, now known as the California Department of Tax and Fee Administration (CDTFA). Susan Woo, a Supervising Tax Auditor, shared information about the history and implications of this re-structuring. She then led a lively discussion about some of the common Sales and Use Tax Mistakes - what exactly IS Use Tax? When is a sandwich taxable? How are Internet sales Taxed? Is there a flat rate tax? These and more led to a very interactive and exuberant discussion. With one of the highest number of attendees and the level of enthusiasm by the group, you can be sure that Susan will be back on our calendar in 2018.
We had a lively and informative session with professional organizer Lauren Mang last Tuesday evening. Lauren travels the world helping people get organized so they can live happier and more productive lives. We took a test to figure out our learning style, we learned how to tackle large organizational projects, the downside of multi-tasking (with a live example!), and what holds us back from getting rid of our unused "stuff". It was so fascinating and there's so much more to learn from Lauren that we have asked her to return in December, just in time for the New Year!