TBKC Wants You to Join Our Community

Dear Friends,

For this month, I would like to discuss “Community.” A community is traditionally considered to be a locality inhabited by a group or a social group of any size whose members reside in a specific locality. It also means a group sharing common characteristics or interests and perceiving itself as distinct in some respect from the larger society within which it exists.

TBKC’s community consists of our staff, our friends and families; our participants, their friends and families; our volunteers; our donors; our Facebook friends; our LinkedIn connections; our E-Newsletter recipients; and our official and unofficial partners in the workforce development community. The specific common characteristics of TBKC’s community are interests in the field of bookkeeping and job readiness skills development. We are committed to providing low-income and unemployed individuals with these tools so that they can find meaningful employment.

Our organization is distinct in the workforce development community because no other organization does what we do. The uniqueness of TBKC is represented in our program. As most of you know, DB teaches bookkeeping. Other programs around the metro area teach bookkeeping, but they do not provide a curriculum on par with DB. Some may teach the fundamentals and most others teach QuickBooks, but you will not find another organization that teaches both the fundamentals of accounting and then the computerized accounting software of Peachtree and QuickBooks, as well as the many other facets of our program. We go even further in our instruction. Check out our website for a full explanation of our curriculum.

We were also fortunate this month to celebrate our second annual, On Top of Success event. Not only did our guests and the staff had a wonderful evening together with delicious food, great drinks, and soothing live music, it was also a big accomplishment for the organization. Our guests witnessed eleven participants graduate from DB, our beloved Susan Goscewski received the 2011 Outstanding Volunteer Award, and our hardworking graduate, Sharon Price accepted this year’s Maurice A. Smith Bookkeeping Achievement Award. From this event, TBKC gained perfect 10’s: raised over $10,000, had over 100 attendees, and received over 10 different corporate donors’ contributions to our gift bags. To say the least, our second annual event was a success!

TBKC is an active workforce development organization with a growing community, and we hope you will continue to support us. Since the summer of 2010, we have received approximately 400 inquiries from passionate individuals all over the five boroughs of New York City who are ready to change their lives. Moreover, 78% of our participants find work upon completion of the program. Even our online audience has expanded to over 900 followers on Twitter and over 100 followers on Facebook.

Thank you for taking the time to read this letter. If you are interested in joining our community, please contact our Communications Associate, Lolita Wong at lolita@tbkc.org.

We appreciate your interest in our organization and I look forward to hearing from you.

Sincerely,

Thomas P. Graham IV
Executive Director
The Bookkeeping Center

Class of Fall 2011 – The Journey with DISCOVERBOOKKEEPING

We are very excited to announce that our Class of Fall 2011 is graduating from DISCOVERBOOKKEEPING (DB)! Our graduates from the Class of Fall 2011 joined DB earlier this year (January 2011), and they make up our largest class since the redesign of DB. Representing the third graduating class under this redesign, we continue the tradition of asking our graduates a few questions to understand their experience in DB. Some of our graduates (Alexandra, Anastasiya, Arthur, Rosita, and Kam) shared with us their opinions:

Maurice Smith, Instructor (second from the left) with some graduates from the Class of Fall 2011.

1. How has your knowledge/perspective in bookkeeping changed since the first day of class?

Alexandra: Almost all of my knowledge of bookkeeping comes directly from the class experience, or from having enrolled in the program. So far, that includes joining AIPB, several LinkedIn groups, and beginning to move the finances of a non-profit to QuickBooks. Engaging AIPB newsletter material, Q&A on LinkedIn (even if it’s just as a reader at this point), as well as beginning to work as a bookkeeper, I feel at the edge of, but definitely ON, the playing field, whereas before, I was barely among the spectators.

Anastasiya: I am very happy that I found DB. This course gave me confidence that I am able to be professional in the US. That means a lot for me and my future. Actually, it changed my way of thinking. The last semester assured me that my age doesn’t mean anything. I am able to learn and absorb absolutely new information in English. I am very proud of myself and that gave me more, and more energy and enthusiasm.

Arthur: For me, I thought that bookkeeping is simply debit & credit and I was extremely confident during my first day of class that the course would just be a review of what I learned in college. But I was definitely wrong. I grappled with every lesson taught by our instructor. With determination, coupled with constant practice during computer labs, my knowledge in bookkeeping has remarkably improved – learning Peachtree, MYOB, QuickBooks and payroll, most of all.

Rosita: Basically, the program has refreshed my knowledge in accounting terminologies and procedures which I have learned when I was in school. But more importantly, the knowledge in bookkeeping using the various accounting software made a lot of difference.

Kam: I am much more familiar with the process of bookkeeping.

2. What else would you have liked to learn if DB was longer?

Alexandra: Hearing more about different positions where bookkeeping know-how is used would be helpful. I expect a newbie like me is unaware of how many positions directly use, or would be enhanced by, bookkeeping knowledge.

Anastasiya: I would like to deepen my knowledge and have more practice with both programs: Peachtree and QuickBooks.

Arthur: If DB was longer, I would like to learn bookkeeping of a manufacturing company because my ambition is not only to work in clinics or law offices but with big companies, which are more challenging and rewarding.

Rosita: I would like to learn more bookkeeping topics emphasizing on the following:

  • Reports and aging of Accounts Receivables on a per client basis
  • Reports on Client’s Accounts Payables according to due dates
  • How to write checks

Kam: I wish to have a more in-depth and thorough use of the accounting software. I prefer the exercises to be more extensive (covering more different cases).

3. How will you use the bookkeeping knowledge you’ve gained after the completion of the program?

Alexandra: Next steps for me: apply for a Corporate Internship Program position, study for certification test, and finish entering the non-profit’s financial transactions to QB.

Anastasiya: I was already offered to make reconciliations at the company I’ve been working at, a daycare. It starts today. What can be more?! I will definitely learn and prepare for the CB exam.

Arthur: The knowledge I got from the program will be my tool to my plan for a career shift. Though I am a banking professional, I want to practice my accounting profession here in New York, thus I joined the program. This will be my stepping stone to get a bookkeeping certificate which will boost my career prospects, making me more attractive to prospective employers and eventually realizing my long-term plan to become an accountant.

Rosita: The knowledge I got from the program will be my stepping stone to become a certified bookkeeper in the future. My immediate plan is to start my job search in the bookkeeping field with the end view of gaining more experience. Since I have a captured market here in New York and New Jersey, getting the bookkeeper’s certificate and eventually to have my own bookkeeping business are my long–term plans.

Kam: I hope to find an accounting/bookkeeping related job.

 

Congratulations Class of Fall 2011! We look forward to celebrating your success on October 14th! It will definitely be an evening to remember with your friends and family.

Community Spotlight: Co-Founder, Darin Webb

As a co-founder and Board Chair of TBKC, Darin Webb has exhibited this month’s value of Excellence since the beginning. Darin has been a key factor in the nonprofit organization’s growth, developing DISCOVERBOOKKEEPING’s curriculum, and building TBKC’s brand in the workforce development community. With Darin’s influence and support, the organization continues to become a significant resource center for New York City residents.

Read more about TBKC’s origins and Darin’s bookkeeping advice below.

Darin Webb, Co-Founder of The Bookkeeping Center

1. What influenced you to invest in the field of bookkeeping?

After college, my first real job was working for a nonprofit art organization. I rented out rehearsal space to Broadway shows. I handled the scheduling, billing and collection. This was my first venture into bookkeeping. The organization’s accountant trained me on a DOS program, called Accpac, along with Lotus 123, a spreadsheet program. I believe I was hooked from that moment on. All of my following jobs revolved around bookkeeping. In 1997, I was able to break out on my own as an independent bookkeeper. I had about 10 weekly clients, but as those clients started referring me to other organizations, it wasn’t long before I had to hire a Client relations position to handle the phone calls. Then, we had to start hiring bookkeepers. It all kind of happened without much effort on my part. In 2001, I incorporated under The Bookkeeping Company (TBC) and 10 years later we are still going strong.

2. Why did you decide to establish TBKC?

We were finding it difficult to find quality bookkeepers. Everyone knew QuickBooks, but they couldn’t tell you what the software was doing or how it worked. This was a problem when clients started asking bookkeepers questions. It is not a good thing when bookkeepers say, “I don’t know, that is just how the program works.” We created DISCOVERBOOKKEEPING as a way to train employees on what they need to know when dealing with clients. The idea was to help build a better pool of bookkeepers in the workforce for TBC to hire.

3. How do you manage the operations of both the for-profit business, TBCNYC and not-for-profit organization, TBKC?

Luckily, I don’t have to. TBKC is booming under the leadership of our Executive Director, Thomas Graham and the Board of Directors. TBC also has great leadership in place. Mathew Heggem was recently appointed President of the company back in August. Right now I’m assisting Mathew with his transition. I am very excited about assuming the role of bookkeeper once more.

4. Where do you see TBKC five years from now?

I see TBKC not only serving the local community but working towards serving communities nationally. I would love to see centers open up in metro areas across the US. I believe we have the leadership to do this now that we are working on the partnerships that will make it happen.

5. Who is Max Green and how does he represent excellence?

Max Green is our online spokesperson. He is the symbol of what can be achieved by participating in our programs. The key to success.

6. Why do you think bookkeeping is important for small business owners?

No matter the size, type or location of your business, it needs a bookkeeper. We all have bills to pay. I guarantee that will never change. Bookkeeping is the one stable profession in every industry. Without good books, the foundation of your business will crumble.

7. What advice would you like to give upcoming bookkeepers now entering or transitioning into the field?

Anyone can learn bookkeeping. It’s about the details. But once you have the knowledge, you must have the confidence to use it. I have seen it time after time. Students understand and they know what to do, but when you put them into a real situation and add a little bit of pressure, they panic. That is the surest way to lose that bookkeeping job. Have confidence that you know what you are talking about, and if you have forgotten something, never say, “I don’t know.” Your standard answer is, “Let me finish up on what I’m doing and I will check on that.” Then take a moment to think about the question and the answer will come to you. If it doesn’t, then call us here at TBKC. We are and will always be your resource center.

8. What do you think employers value most in their bookkeepers?

I don’t think there is only one answer, but I feel communication ranks high on the list. Small business owners are busy building their business. They want to have confidence that the bookkeeper is on top of things. If the bookkeeper makes sure to have frequent appointments with business owners and talk about questions and issues, then it will be a long-lasting relationship.

9. Why do you think TBKC is such a significant member of the workforce development community?

As I said earlier, every business needs a bookkeeper in some shape or form. It’s a trainable skill, and it is a skill that will always be needed.

 

Darin is passionate about building the workforce. With his support, TBKC strives to instill the value of Excellence in the participants of DISCOVERBOOKKEEPING as they pursue their careers in bookkeeping and financial administration.

Reflections from Our Recent Graduated Class, Class of Summer 2011

Class of Summer 2011 Graduation Ceremony, July 6, 2011

The Class of Summer 2011 joined DISCOVERBOOKKEEPING (DB) in October 2010 as group of hardworking and eager-to-learn individuals and after nine months of hard work, they are now our second graduating class since the redesign. At the end of the program, we asked some of our graduates (Gias, Mohamed, Shelanda, Chrissone, and Sharon) their opinions about their overall experience with DB at The Bookkeeping Center (TBKC).

1. What were you doing before you started DISCOVERBOOKKEEPING?

Gias: Before starting DISCOVERBOOKKEEPING, I was working as an Administrative Assistant in a hospital.

Mohamed: I was a Store Manager at Metro PCS before I lost my job due to downsizing.

Shelanda: I was unemployed and the last job I had was at a rehabilitation center.

Chrissone: I just finished a 9 month work assignment that I got through a temp agency after college and was looking for another job. It was very hard to obtain a job due to the decline in the job market, and so I wanted to find a program that will help me improve the knowledge I had of accounting.

Sharon: Prior to signing up for DISCOVERBOOKKEEPING, I was employed on a part-time basis and dreamed of a full-time position within the accounting industry. After spending six years in college, my high expectations of finding a position hit reality. The economy had taken its toll on the job market and I was forced to temper my enthusiasm and adopt a patient outlook. However, I networked with my friends and colleagues while sending out as many resumes as I could.

2. How did you find out about DISCOVERBOOKKEEPING and what ultimately made you decide to enter into the program?

Gias: I went to Workforce1 on 125th Street to ask for government funding while I learned about bookkeeping. But the advisor there, Janet, told me my working experience wasn’t enough to receive government funding. I was so upset when I heard that. However, she suggested I go to The Bookkeeping Center for training. When I met Lynn Mercredi, the Director of Program, she gave me the opportunity to enroll in the program.

Mohamed: I was participating in an Upwardly Global program for professional immigrants seeking an accounting job and the organization appointed me to DISCOVERBOOKKEEPING at TBKC.

Shelanda: The New York State Department of Labor.

Chrissone: I found out about DISCOVERBOOKKEEPING from Workforce 1, where I’ve attended various workshops to help prepare me for the job market. In college, I’ve always enjoyed my accounting classes, and I felt that DISCOVERBOOKKEEPING would help me learn a lot more about accounting. In addition, it helped me decide if I wanted to pursue a career in accounting in the future.

Sharon: One day while having a conversation with a co-worker, who was also an accounting major, she mentioned that she was enrolled in a bookkeeping program and encouraged me to apply. At first, I was hesitant and then I remember thinking, why not? It was already Fall, work would conclude by the third week in December and I had no imminent plans. I picked up the phone, made some inquires about the program and requested the application form. The voice at the other end of the phone (Darin Webb, Founder) was friendly and informative. After visiting the website, I decided to apply for the program.

3. What was your favorite part about DISCOVERBOOKKEEPING and why?

Gias: My favorite part was the Computerized Bookkeeping semester when I converted all of my manual data into the computer software (QuickBooks, Peachtree, and MYOB) because it helped increase my skills and knowledge. In addition, I enjoyed the job-readiness workshops, especially the ones hosted by Lenin O. Gross (Director of Career Transitions & Job Coach at The Learning Disability Association of New York City). His advice helped me create a standard resume and taught me how to properly present myself when I am at a job interview.

Mohamed: My favorite part was learning the accounting software programs.

Shelanda: My favorite part was the Manual Bookkeeping, my classmates and the Instructor. I feel more comfortable working manually than on the computer, even though I have no problem with computer my classmates gave me the motivation to come back.

Chrissone: My favorite part about DISCOVERBOOKKEEPING was learning the different types of accounting software programs that are being used by businesses today. Such knowledge will help make me become more marketable when applying for jobs.

Sharon: Initially, I was very happy to get hands on training with different accounting software. The staff at DISCOVERBOOKKEEPING was very helpful and supportive but the success of any student weighed heavily on his/her ability to complete his/her projects individually. My favorite part of the program was the interaction with my fellow classmates; we helped and encouraged each other. At first, classes were held two days during the week and then switched to Saturday from 12-5pm. It was extremely hard to give up my Saturdays when everyone around me was doing fun stuff. There were many days I wanted to sleep in on a Saturday or go out with my friends. Instead, I went to class early and left late in an effort to complete my work. My classmates were very dedicated and they motivated me to show up. When one of us ran into difficulty, someone else neglected their work and assisted; we created a lasting bond. My thanks to Chrissone, Freddy, Camilo, Shelanda, Gias, Mohamed, and Mathew; we made a great team and you all played a major role in helping me to complete the program.

4. What are you planning on doing now that you’ve completed DISCOVERBOOKKEEPING?

Gias: At the current time, my plan is to do any bookkeeping-related work which can help increase my skills in the financial industry.

Mohamed: I’m looking hard to get a job in accounting and finance positions.

Shelanda: I will be interning at the Bookkeeping Company and looking for a part-time job in a bookkeeping position.

Chrissone: I am going to continue to look for jobs in accounting, and research various master programs to further my education.

Sharon: I found an accounting position as a result of networking with a student at DISCOVERBOOKKEEPING. Now that I have completed the program, my plans are to focus on work. In addition, myself and a few of my former classmates plan to form a study group and sit for the certified bookkeepers exam offered by the American Institute of Professional Bookkeepers (AIPB); we completed the first two sections during our class and will strive to finish the four remaining sections to become certified. My long-term goal is to sit for the CPA exam.

5. How has DISCOVERBOOKKEEPING, and working with The Bookkeeping Center, had a positive impact on your life?

Gias: It gave me a new path to go forward in the financial industry.

Mohamed: DISCOVERBOOKKEEPING has helped me understand bookkeeping and accounting for the USA’s financial system.

Shelanda: I have new people in my life and a support system to work with me in this transition.

Chrissone: DISCOVERBOOKKEEPING has given me the knowledge I need about the different accounting software which will help me, and attending the Bookkeeping Center job readiness workshops have better prepared me for the job market.

Sharon: There are many positives to describe my experience as a result of attending the DISCOVERBOOKKEEPING program and interacting with the staff at The Bookkeeping Center. The program combined practical lessons with workshops that highlighted life skills. We were exposed to different ways to launch and sustain a successful career in the professional world. As a graduate of the program, one is equipped with the knowledge of how to create a resume and cover letter, the preparation that should precede an interview, the conduct expected during the interview process, and techniques to remain an asset to your employer after gaining a position.

6. Is there anything else that you’d like to say about your time at The Bookkeeping Center?

Gias: All of The Bookkeeping Center’s staff are so cooperative and helpful, especially Maurice, Mathew, and Lynn. They respond in a kind manner every time we interact.

Mohamed: I’ve had really good times with all of my classmates and TBKC. I appreciate the high standard of support from TBKC’S team.

Shelanda: I know that the Center will improve on clientele and whatever goals they are trying to accomplish. I am 100% supportive. If I am needed, the organization will know to ask.

Chrissone: The staff at The Bookkeeping Center is very professional, understanding and friendly. They were always there when I needed help with anything.

Sharon: My time at The Bookkeeping Center was well spent. I have established relationships with a group of professionals who I have come to admire and respect. I can’t say I had the greatest attitude at the beginning of the program. Sometimes my frustration got the better of me when I had to redo something I had been working on for hours or I was unable to figure out my next step. I have grown as an individual since enrolling at The Bookkeeping Center. I would like to thank Lynn Mercredi, the Director of Programs; her optimistic attitude and contagious laughter was something I looked forward to during my time there. I would like to say an extra special thank you to Maurice Smith, Founder and Instructor; his dedication and passion for accounting is inspiring.

TBKC is very happy and proud of our graduates. The organization would not have been able to grow if it weren’t because of our graduates and hence, TBKC is grateful for the relationships we’ve established. We are confident that the graduates of the Class of Summer 2011 will achieve their goals and find their ideal jobs soon.

Congratulations Class of Summer 2011! We thank you for dedicating your time and effort to DB and providing your feedback on ways to improve and continue the program.

March Forward, Future Bookkeepers!

This month’s value is Competence, which is about more than basic skills training for the people we serve. Through a comprehensive training program, DISCOVERBOOKKEEPING provides individuals with the highest level of bookkeeping and job-readiness preparation that we can. Our goal is to make each of them competitive in today’s workforce and ready to start a new career in financial administration.

But before we talk about all that, watch today’s video for a few notes from Mathew & Lolita who are currently enrolled in the program. They will also debrief you on the many exciting things happening – from graduation to enrollment – at The Bookkeeping Center.

Get the latest by subscribing to the Newsletter at www.tbkc.org.

P.S. Lolita gives her “biggest tip” on succeeding in the Manual Bookkeeping semester.

Mr. Debit and Mr. Credit Say Hello

Enjoy the latest installment of Inside DISCOVERBOOKKEEPING with Mr. Heggem and Mr. Webb as they discuss the transition from manual bookkeeping to computerized accounting.

Week 7 of DISCOVERBOOKKEEPING on YouTube

An Inside Look at The Bookkeeping Center: Meet the newest member of TBKC as she talks about her role and we give you a little insight into the ‘good work that we do’ for talented individuals in New York City. Plus, a few tips for staying on top of our latest developments.

Here’s how:
1)
Sign up to receive our newsletter, The Monthly Max
2) Follow us on Twitter @MaxGreenTBKC
3) Get your Aruba Raffle Ticket and unemployed individuals

Day 2 of DISCOVERBOOKKEEPING The Opening Entry

An inside look at The Bookkeeping Center’s DISCOVERBOOKKEEPING.

Today was the second day of DISCOVERBOOKKEEPING. We were reviewing our terminology for the test next Wednesday. As Lynn suggested in the last video, our best advice to participants is do your homework!

In this video, I give you tips on how to study your Accounting Terminology and then discuss the significance of Opening Entries. Plus, the first 3 steps to starting a business: 1) Write your business plan; 2) Incorporate your business; 3) Begin recording your transactions — so you can make that opening entry — and get your books in order.

RESOURCES REFERENCED IN THIS VIDEO

US Small Business Administration
An independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns, to preserve free competitive enterprise and to maintain and strengthen the overall economy of our nation.

NYC Small Business Services
Makes it easier for businesses in New York City to form, do business, and grow by providing direct assistance to business owners, fostering neighborhood development in commercial districts, and linking employers to a skilled and qualified workforce.

IRS Tax Information for Businesses
Has resources on everything from Incorporating & Operating your business to Employment Taxes to Disaster Assistance & Emergency Relief.

Learn more about The Bookkeeping Center at www.tbkc.org

Day 1 of DISCOVERBOOKKEEPING begins!

An inside look at The Bookkeeping Center’s DISCOVERBOOKKEEPING.

Meet Lynn Mercredi, Director of Programs, and Mathew Heggem, Director of Communications at The Bookkeeping Center. Today’s video addresses the top issues our program participants face as the begin our program and the challenges along the way. Plus, Lynn gives two tips on how to succeed in the program.

Class Registration about to Begin!

DISCOVERBOOKKEEPING Registration begins September 1st, 2010
Calls will be taken Monday – Thursday from 10:30am – 3pm during registration period ONLY, September 1st – 16th.

DISCOVERBOOKKEEPING offers instruction in the fundamental tools of bookkeeping, computerized accounting, job readiness workshops and placement assistance. This specialized program consists of four 10 week courses. Each participant must participate in an a interview screening process with a detailed application where each student must illustrate their desire in starting or expanding their career in financial administration.

> Read more about the program

Eligibility criteria: DISCOVERBOOKKEEPING is a program intended for unemployed, under-employed and low-income individuals. You must accompany your application with official proof of income, proof of education, valid photo identification, and a resume. Intermediate English proficiency and computer skills are required. Individuals with previous experience in bookkeeping and accounting have the option to test out of the manual and computerized courses. For those who do not meet eligibility criteria, course is offered at a low, competitive rate. All applications submitted during registration must be accompanied by a non-refundable $50 application processing fee.

Nondiscrimination Policy: We are an equal opportunity organization that does not unlawfully discriminate against employees or applicants on the basis of an individual’s race, color, religion, creed, sex, national origin, age, disability, marital status, veteran status, sexual orientation or any other status protected by applicable law.

Call 212-242-6010 and ask for Lynn Mercredi, Director of Programs, for further questions.
Or, email her at lynn@tbkc.org
.

Classes take place at our offices in New York City: 27 w. 20th St, Suite 706 / New York, NY 10011

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