|
Number Crunchin' News |
July Meeting Minutes
taken by Sandy Stites,
Secretary

COME TO THE PICNIC!
The summer picnic committee has planned our annual summer party! Please check out the flyer enclosed with this newsletter, and return with your check to Roxanne Russell by mailing to her new address: 1473 Brandon Road, Santa Ynez 93460.
The deadline for reservations is Friday, August 10. The date for the party is Tuesday, August 21, 2001, 11:30AM. The location will be Tucker’s Grove Area #3. We’ll be fairly close to the playground with the hopes that those with small children will bring them along. The committee has planned a special surprise lunch for the little ones, and for the adults . . . Fresco Café will be catering our picnic. And there will be door prizes!!! So come relax and enjoy and have a good time eating and gabbing! If you have any questions, call Mary Cathcart at 683-4568.
Educational Opportunities
Two of our members will be presenting classes at Santa Barbara City College this fall:
Brenda Richter, CPA , will be teaching:
1) Introduction to Accounting (Accounting 110)
Saturdays 8:00 am ‘til Noon
Review/Learn the basic theories of accounting.
2) Introduction to Accounting Software & Systems
(Accounting 150)
Tues/Thurs 5:00pm – 7:50pm
Review/Learn computer application software & accounting procedures.
(Peach Tree, Excel & systems)
More info is available at
www.sbcc.net
Sandra O’Meara, CPA, will be teaching:
Accounting With QuickBooks (Accounting 160)
Review and
application of accounting principles using QuickBooks.
Call
Sandy for further information at 965-9907.
COME AND LEARN
In keeping with Board policy and the stated purpose of the organization to provide an exchange of information and further the education of our members, the Newsletter Committee will maintain a calendar listing of educational opportunities available to members and the public. This listing will contain information that you send in. Please send your contributions to the editor prior to the fifth of the month to have them included in that month’s newsletter!
August 2001 -- You can apply for SB City College fall 2001 classes
For information: Computer Applications Dept. SBCC 965-0581, Ext. 2260 or http://www.sbcc.net/academic/ instruct.htm
Financial and Managerial Accounting classes available online visit http://online.sbcc.net or call 965-0581 X7222 for information.
8/17- Deadline for application to SBCC
8/20 - Classes begin - SBCC
8/26 - Schedule of Classes- SBCC Continuing Education – published SB News-Press (Available the previous week at the Schott Center).
9/11 - SBCC Continuing Education (Adult Ed) classes begin
Other Resources
A fabulous little book for the "Accounting Challenged" and a great resource for clients is the "10 Minute Guide To Accounting for Non-Accountants" By Wayne Label, CPA
"To be successful, the first thing to do is fall in love with your
work"
Letter from the President
My term is nearly done. I’ve thoroughly enjoyed being President AND I’m ready to hand over the responsibilities to someone else. I’m happy with the contributions I’ve made to the Association in the last two years AND I wish I had accomplished more. I conversed with a lot more of you than I had before AND I’m sorry I didn’t get to know more of you better (but there’s still time for that!) I guess what I’m trying to say is…I have mixed emotions at this time. AND I’m pleased to announce that we have some outstanding candidates for the new term!
SBBA Officer Nominations for 2001/2002 are:
President: Lisa Corbett
Vice President: Carola Nicholson
Treasurer: Ken Jurgenson
Secretary: Holly Adamscheck
Please come to the September meeting to cast your vote!
I will continue to administer the SBBA website, and will support the new officers in whatever way I can. Thank you Lisa, Carola, Ken, and Holly for agreeing to be nominated as officers! I look forward to your leadership!
Caron Garliepp
EDD & ACCPAC INFORMATION
In a recent EDD newsletter, it was announced a wage directory
is now available. "I took a look at it and it wasn’t too bad." The
web address is: www.calmis.ca.gov/file/occup$/DCLAW$.htm
or, you can order a printed copy for $21 @ (916) 262-2162.
Simply Accounting is providing a $60 rebate for ACCPAC if you purchase by 8/31/01. I have coupons, or call (888) 724-9273
Submitted by Pam Allman, CPA
SBBA Board Meeting Notes
Since the SBBA’S beginning, any member who had served as an Officer was entitled to subsequently serve as a Director…indefinitely. We have reached a point where this is no longer feasible. The current Board is comprised of the four officers and five directors. It has been determined that this is a manageable number and we should remain at a Board of nine members. Consequently, beginning with the term starting in October, the Board will consist of the four officers, the immediate Past President, immediate Past Treasurer, the two Directors who have served the shortest period of time, and Pam Allman (who as our founding member and advising CPA, will remain on the Board as long as she wishes to serve.) As the President and/or Treasurer changes, the longest-serving Director(s) will rotate off. Therefore, effective October 1st, Sandy Stites, Kathy Leer, and our two longest-serving Directors (Maureen McClimon and Vicki St. Martin) will retire from the Board. THANK YOU SO MUCH to these member (and the other past officers) for your generous & judicious contributions that built SBBA to the great organization it is today! We appreciate all you have done and know that you will continue to contribute in whatever way you see fit.
We also discussed the possibility of having (one or two) "members at large" serving on the board. These would be members who have not necessarily previously served as an officer. The Board will take input from the membership on this subject during the next term and reach a decision about this before the beginning of the 2002/2003 term.
The rest of the meeting involved discussions among the current officers and the officer nominees in an effort to make the officer transition occur as smoothly as possible.
The SBBA Officers & Board Of Directors
Submitted by Caron Garliepp
The "Not so fine print"
JJJJJ
A note of gratitude and appreciation for Caron Garliepp in her generous undertaking and effort in creating our web site! Be sure to check it out at: www.sbbaonline.org/index.htm
THE FILLER!
Here I am…this month’s newsletter editor - my first run at it, and I have nearly an entire column to fill! Since I’m rarely at a loss for words, I will use this opportunity to offer a few ideas that may help the "new to freelance", self employed bookkeeper.
You have an opportunity to set yourself and your business up to support your lifestyle as well as your life. What I mean by that, is…1) be clear about how many hours per week or per month you want to work. This really helps when deciding whether you should take on a new client or not. 2) Be clear about what schedule YOU desire, (and supports your lifestyle, whether a parent or happily single) and book all your work AROUND that. If you need Monday or Friday afternoons off – schedule around it. You simply offer to your clients that you already have an appt. for those times, or have a previous commitment. Why work for yourself if you don’t take care of your (your family's) needs first? That is the beauty of self employment. Try it, you’ll be pleasantly surprised at how easy it is to set your own schedule when you know what you want.
Lastly, be clear (and very honest) about your abilities. If you are new to bookkeeping/accounting, go out of your way to educate yourself, whether through classes or self study. Don’t be afraid to ask for help/advice – you are surrounded by a myriad of expertises in our group, and every one of us had our beginnings as well.
Submitted by Monica Dittrich
Editor of this month’s Newsletter was Monica Dittrich. Thank you Caron Garliepp for your availability in proofreading this issue! Next month’s editor will be Julie Raffety.