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for Real Estate Professionals
A Training Seminar
February 6, 2020 @ 7:00 pm - 9:00 pm$20 – $44
If you don’t know your numbers,
you don’t know your business!
One of the most critical components of your business is to know where you stand financially with your properties and your investments. How can you accurately predict the success or failure of your business if you don’t know your numbers? Luckily a solution has been devised for you to be able to look directly at your performance and uncover the mystery of profits and losses, it’s called QuickBooks!
In this seminar, we will discuss the many reports that are generated by QuickBooks, and why they’re important to you. We’ll cover the basic fundamentals of Profit and Loss Statements, Check Writing, Balance Sheets, Asset Accounts, Liability Accounts, and many others. We’ll also get into some of the more advanced topics of QuickBooks – like Class Tracking, Item Lists and Journal Entries.
Expert Training by Eric Lee, EA.
[Paid admission is required to attend.] [ 30% discount for early registration.]
Seating is limited. It is possible for this event to sell out in advance. Also, if sufficient Advance Registrations are not received, this event may be postponed or cancelled (refunds provided.)
Please Come Meet Eric Lee
Eric Lee is a Licensed Enrolled Agent with the IRS and a professional tax consultant – who also has extensive personal real estate investing background, based in Plano.
Eric launched his real estate career in Texas in 2006, as an agent with Keller Williams for 2 years, and subsequently with Austin Executive Homes for 3 years, where he was the firm’s top producer. In 2009, Eric started his own company, Allied Home Solutions, a loss mitigation service for Realtors and investors, handling all negotiations with the mortgage companies to complete settlements for short sales.
In 2009, he also formed his first LLC and began buying Sub-To properties and negotiating wholesale contracts. Later the same year, he formed a second LLC to hold title to his seller-financed wrap transactions.
In early 2012, Eric liquidated his real estate holdings and changed industries to accounting, joining with a good friend to set up a CPA firm in Austin. After building up that practice to more than 300 clients, in June of 2014, he moved his family to McKinney, Texas, to establish his own private tax advisory practice, Proline Tax Advisors, in Plano, joining forces with Transamerica Financial Advisors.
~ Event Details ~
Expert Training Seminar:
” QUICK BOOKS for Real Estate Professionals “
Thursday, Feb. 6 — 7:00 – 9:00 pm
Holiday Inn Express – North Dallas,
6055 LBJ Freeway (at Preston), Dallas, Texas 75240.
Advance Registration (online) – thru Feb. 5 – $20
Registration After Feb. 5 = *AT THE DOOR – $29
Snacks, Sodas, Coffee and Water provided.
Spouses of Annual Members – half price. *(if space is available)