Number Crunchin' News
March 2008


President's Message 

Hello SBBA members, 

Thanks to Pam Allman for bringing materials last month to help us all prepare our engagement letters. We learned their importance in January and this was a great follow up. 

March is another busy month with corporate tax deadlines and individuals realizing that they need to get their books in order for personal tax prep. I hope everyone gets the opportunity to take a minute now and then to enjoy our gorgeous weather and take in the green hillsides.   

The next meeting will be Tuesday, March 18th at Mulligan’s. We hope you’ll plan to be there! 

We will have an evening social meeting in April. Mark your calendar for April 22nd. 

Sue Starlin 

Please RSVP to starlin@dock.net  by Friday, March 14th to let me know if you’ll be attending the lunch meeting.


 

Please note that the SBBA list server and newsletter is for bookkeeping related content, and not for personal postings or advertisements of any kind.  All submissions will be included at the discretion of the newsletter committee and the editors.


 

Secretary's Minutes

The February meeting of the Santa Barbara Bookkeepers’ Association was held at Mullligan’s Café on Tuesday, February 19, 2008. 

Sue Starlin called the meeting to order at 12:00 p.m. 

5 guests introduced themselves. 

There were no Job Announcements.  

Brenda Richter spoke briefly about a book, “Good to Great.” Created “Business Boot Camp” to develop CEO skills.  Also offers outsource CFO service.

Save the date:  April 19, 08; Speaker Bud Kulozas from Austin TX, Performance Measures.  Info to follow in next newsletter.  

Lorranie Ozab won the raffle for next month’s free lunch.

Pam Allman introduced the workshop to create our own Engagement Letter in light of the IRS new rules regarding Independent Bookkeepers. Each table discussed the topic with the help of handouts. 

Patty McDaniel, SBBA Secretary


BENEFITS OF JOINING AIPB

In the January issue of “The General Ledger” a monthly newsletter for members of The American Institute of Professional Bookkeepers, there were some new and improved member benefits available that you might be interested in:  

Free (for members) Identity-theft services with a good amount of benefits and help, if ever needed and, 

A 20% discount on professional liability insurance offered by Travelers.

(This insurance was a recent topic of conversation for some members, so here is another avenue to explore for your insurance needs). 

If you are interested in membership, visit their website at www.aipb.org .  Membership includes the monthly newsletter, access to a phone hotline for accounting questions, discounts on beneficial services and much more. 

I have been a member of AIPB for many years and recommend it for staying up-to-date on current laws and issues in the bookkeeping industry. 

Karen Mora


REMINDER – The 2008 Mileage Rate for Business - $0.505/mile


REMINDER THAT THE LUNCH MEETING COST HAS INCREASED TO $14 EFFECTIVE FEBRUARY


 NOTE FROM THE EDITOR:

September’s Newsletter was prepared by Karen Mora.


The Not So Fine Print