Accounting Classes for community members

CLASS NAME:  Practical & Computer Accounting for Local Groups & Enterprises  (revised .pdf  of this page HERE, plus schedule and more info HERE).  We had a great turnout on July 26, 2014!  Please contact if you would like to attend this type of accounting classes again in future.

RATIONALE:  Heartwood Folk School is interested in building community capacity in the area of practical accounting methods and financial understanding.  This is so interested non-profit Board members, social entrepreneurs, and small business folks will be more comfortable with financial statements, basic accounting, talking to their Bookkeeper or Accountant, or even doing some of their own bookkeeping and financial planning!

TEACHER(S):   Local teacher Zorah Staar (long-time Bookkeeper) and visiting teacher Lorelle Posten (a Chartered Accountant and former Penderite, with a degree from the London School of Economics in Non-profit Management and Policy, and over 20 years leadership and capacity building experience in business, government, education and non-profits)

DATE:   Saturday, July 26, 2014, please come 15 minutes early to pay fees & settle;  BASICS classes are from 1:00 pm to 2:45 pm, and FOCUS classes are from 3:00 to 5:00 (see more below).  The classes are after the Heartwood AGM from 11:30 am to 12:30.

LOCATION:  Community Hall (upstairs), 4418 Bedwell Harbour Rd, Pender Island, BC

so we can plan, indicating which of the topics below you are registering for, to Zorah Staar at or 250-629-3825.  Questions welcome!

OPEN TO:  Interested adults and also younger entrepreneurs, involved with community non-profits, businesses, or social enterprises

CLASS FEES:  $20 for any part of the BASICS, $25 for any part of the FOCUS classes, and $35 to attend both BASICS and FOCUS (plus sliding scale discount available for non-profits and beginning entrepreneurs).  Fees payable 15 minutes before classes begin, or by mailing a cheque to Heartwood Folk School Society, c/o 6612 Harbour Hill Drive, Pender Island, BC, V0N 2M1

CLASS SUMMARIES:  The July 26 classes are now intended to start more basic, introduce accounting principles and various software options, and then go deeper, as follows:

BASICS 1 – Demystifying accounting & financial statements (for non-profits OR business)
BASICS 2 – Computer accounting options (Sage/Simply, Quickbooks, desktop or cloud/online?)

FOCUS 1 – Deeper into Sage/Simply Accounting (practical tips, project accounting, etc.)
FOCUS 2 – Non-profit & community group financial management & fundamentals

WHAT TO BRING & DO IN ADVANCE:  When registering or after, or after, please tell us for which classes, and also any key questions you have ( or 250-629-3825).  Please come 15 minutes early to pay fees (e.g. 12:45), and bring food or drink if you need it.  We will be displaying our laptop information on a screen, at a reasonably relaxed pace and welcoming questions.  You may choose to bring a laptop with or without accounting software on it (not required).  Attendees could also look at or print some of the reference info below (not required).

INITIAL REFERENCE (additional materials provided at classes):

Useful Basic Accounting Manual (from Simply Accounting, but these basics apply to Quickbooks too)

A Guide to Financial Statements for Not-for-Profit Organizations

Thanks for your interest, and thanks to CRD Southern Gulf Islands Director David Howe for supporting these classes!

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