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The programs are hands-on with exercises throughout. You'll want to have a pencil, pen and highlighter. If you have a favorite calculator, bring it as well.
If onsite, check with your company guidelines. Please note that the heating/cooling systems vary and Linda often does not have control over them. We recommend layered, casual or business-casual clothing... dress for comfort.
Wear something good for a hot room but bring a sweater or jacket in case it is too cool for you. As you can imagine, a warm room and tax return analysis are a lousy combination so Linda tends toward cool rooms when possible.
You can sign up to receive our Lender's eNewsletter via our website at LindaKeithCPA.com. The eNewsletter is sent out monthly with the upcoming schedule along with Linda's answer to a Lender's Question and other articles we feel you will be interested in. You can 'opt out' at any time.
You also may request to join our postal mailing list to receive the flyers in the mail. Just remember to pass them along to your colleagues as well so no one misses out.
Class size is limited to 40 to allow for personal attention.
When you return the training proposal, we ask that you indicate several hotels nearby for Linda to choose from. We'll handle making the reservation.
Linda uses a digital projector and laptop to present the program. For groups over 15, she also uses a microphone. When you return the training proposal, we ask that you indicate whether you need Linda to bring her own laptop, projector, microphone and/or speaker. She has it all and is happy to provide it if you do not.
For the two-day tax return analysis workshop and the financial statement analysis workshop, we will ship manuals to your location to arrive about four days prior to the workshop. If it is a customized program requiring additional handouts, we will coordinate with you to determine if Linda will send in advance originals for printing or bring printed handouts with her.
Yes! Although we prefer early registrations, we always allow for 'last minute' attendees. Even the day of the course!
You can register three different ways: 1) On-line at www.LindaKeithCPA.com, using a charge card 2) Mail with payment to Linda Keith, CPA, PO Box 1366, Olympia, WA 98507 3) FAX to Kimberly @ 360-455-1570
We trust you! It is easier for us if you just mail the check. Once your 'space is reserved' you are set to attend. We understand that it can sometimes take a couple of weeks for a check to be processed through your accounting department.
The registration fee is $495.00 per person per day which includes your training materials. Register online now
There is not a 'group discount'. However, if you have 15 or more lenders to train you should consider our 'on-site' training option. Call Kimberly at 888-441-1569 and she'll be happy to discuss the options for accomplishing your training needs.
Day I is 1040 Tax Return Analysis covering Sole Proprietorships, Capital Gains, Rentals and the various forms/schedules that feed into the 1040 Tax Return. Day II is Partnerships, Corporations, LLCs, S Corporations which covers analyzing each entity's tax return.
Both days relate to business lending since most business lenders require a personal guarantee of the owner and therefore, must analyze the guarantor's personal cashflow. As a result, Day II is not recommended if you have not had Day I or equivalent training or experience.
No, you are welcome to take one or both days. For most lenders, both days in succession is the best choice. Day I sets the stage for both days and Day II reinforces what was learned on the first day. Since refreshers are free for up to two years, there is no disadvantage to taking both at the same series, even for beginners.
Promptly at 8:30am though you will want to be there no later than 8:15am to allow time to sign in, get your materials, cup of coffee or tea and settle in for a fun day of training.
Lunch is 'on your own'. We provide coffee, tea, decaf and bagels in the morning and sodas in the afternoon.
The workshops are scheduled to go until 5:00pm. We sometimes get out a bit earlier. It really depends on the size of the class and the needs of the participants.
The 'refresher' allows a participant to attend the program again at no charge up to 24 months after their paid attendance! Why? Experienced lenders may shift to a different type of lending and have a whole new set of questions. A manager may not be sure whether to wait until a junior lender has more experience before getting the training. Problem solved.
Your $495 fee includes unlimited refreshers for up to 24 months for the same participant attending the same course. Eligible? Register online now
Yes! Each program includes a 250+ reference manual loaded with hands-on exercises, detailed explanations and 'self-study' instructions. They include camera-ready worksheets for your use.
Substitutions are always acceptable. If you must cancel contact us ten business days in advance for a full refund. If you can't give notice, anyone in your company may use your registration in any program in the next twelve months.
Just fill out the registration form as you normally would. However, where you would 'calculate payment' instead write in 'raincheck' with the Month/Year you were originally registered for. Just fax the form over to us at 360-455-1570. That's all there is to it!
Yes! After the program(s) are completed the manager authorizing your enrollment will be mailed your certificate of attendance.
The live hyperlinks represent free tutorials. Just click and play.
The passes will be available in January 2008. (If it is later than that, please email us to remind us to update this FAQ. <grin>) Until then, no library pass is necessary to access available titles.
No. Playing our tutorials is just like going to any website. If you can get out to the web you can use the library. We have a system requirements page to give you more details about your browser.
We'll send you an email reminder with a link to our shopping cart to renew the card. Couldn't be easier!
Sure. Library passes are for individuals, although many banks and credit unions will prefer to buy them for multiple lenders.
Yes. Call us to let us know how many you need. The discount starts at as low as ten library passes for a year.
Actually, we think the fee for the annual pass would be a bargain even if you only take a few courses. So you are in for the year…and you are likely to get full value within a month. The rest of the year is gravy!
Our Electronic Worksheets are in Excel format. They make the analysis cleaner and quicker! Built in formulas will 'do the math' and move numbers from supporting schedules to the main worksheet. If you get stuck, 'mouse over' the item for a pop-up help and tips. They provide great documentation.
The Electronic Worksheets are available at additional cost. Order online now
You can order the Electronic Worksheets three ways:
The Electronic Worksheets are licensed 'per user'. There is a reduction in cost to $90 each if ordering 5-10, $85 each if 11-19, $80 each if 20 or more.
If you order online, you will receive an email with a link to your downloadable file. If you order by mail, we send the Electronic Worksheets via email to the email address you provide. You will need to make sure, if you are using a security system that requires you to 'white list' email addresses, that you set it up to allow email and attachments from @LindaKeithCPA.com. You may have to check with your IT person to make sure you can receive these emails.
You may have to check with your IT person. If you have an internet 'security system' that requires you 'white list' email addresses, you will need to make sure it allows emails from @LindaKeithCPA.com to come through. It is also possible that you did not 'opt in' by clicking the link in the subscription confirmation email sent to you when your email address was added to our system. Feel free to call Kimberly at 888-441-1569 and she'll help trouble shoot your problem.
Just ask! Call Kimberly at 888-441-1569 and she'll be happy to help...
