Calendar

Sep
14
Wed
Software to Grow Your Accounting Business @ Coding Zeal
Sep 14 @ 6:00 pm – 7:30 pm

Learn how to automate and streamline your client interaction with Practice Ignition.    Max Walsh of Practice Ignition can help you:

* Quickly create engagement letters and proposals
PracticeIgnitionLogo * Have them accepted through digital signatures
* Collect billing details and fully automate payment collection
* Understand your practices revenue streams and future cashflowsMaxWalsh

This will be a special evening sponsored by Practice Ignition. There will be prizes, and a meal will be served.

Pre-registration is REQUIRED. Please click here to register and choose your meal preference.

This event will also take place at a different location than usual. See below for the address!

When: September 14, 2016
Where: Coding Zeal, 37 N Central, Medford
Time: 6:00-7:30 PM

Agenda:
6pm – Networking and socializing
6:15 – Greetings and Introductions
6:30 – Presentation
7:15 – Q&A and Additional Networking
7:30 – Finish

Register now on EventBrite (Required)
RSVP to this event on Facebook.

 

Oct
12
Wed
Don’t Get Spooked by Year-End! @ Capers Medford
Oct 12 @ 6:00 pm – 7:30 pm

Income statement, cash flow statement, balance sheet, taxes, goal evaluation, future planning….year-end can be a frightening and stressful time, both for the business owner and for the bookkeeper who is trying to help (often multiple business at the same time). Join us at Capers (35 N. Central, Medford) for our October 12 meeting, when SOBA’s leadership will pool their experiences and tips. We don’t want you to be “spooked” by upcoming year-end bookkeeping responsibilities; let us help you prepare!

When: October 12, 2016
Where: Capers Restaurant
Time: 6:00-7:30 PM

Agenda:
6pm – Networking and socializing
6:15 – Greetings & Attendee Introductions
6:30 – Presentation
7:15 – Q&A and Additional Networking
7:30 – Finish

 

RSVP on Facebook

Nov
9
Wed
Bookkeeping for your Nonprofit Client @ Capers Medford
Nov 9 @ 6:00 pm – 7:30 pm

SOBA Vice President Tracy Baird is preparing to lead you through the non-profit maze.

Tracy, owner of TABulated Consulting LLC, has over 22 years experience in office management and accounting. She has over 10 years experience working with 501(c)(3) nonprofit organizations. She holds a Bachelor degree from University of Oregon, and has post-graduate work towards a Masters degree. She is a QuickBooks ProAdvisor, certified for Online and Desktop, and soon to have the Advanced Certification for Online.

When: November 9, 2016
Where: Capers Restaurant
Time: 6:00-7:30 PMtracybaird

Agenda:
6pm – Networking and socializing
6:15 – Greetings & Attendee Introductions
6:30 – Presentation
7:15 – Q&A and Additional Networking
7:30 – Finish

RSVP on Facebook

Dec
14
Wed
December Holiday Social (at The Point) @ The Point Pub & Grill
Dec 14 @ 6:00 pm – 7:30 pm

SOBA’s December gathering will be our annual holiday social. This year it will be held in Central Point, at The Point 311 East Pine Street, Central Point OR.

Seating is limited, so please RSVP yourself and guests on EventBrite.

joy-1823937_1920Agenda:
6 pm – You Never
6:15 – Know What
6:30 – Will Happen
6:45 – at a SOBA
7:30 – Holiday Event!

Jan
11
Wed
Institute for Certified Bookkeepers and SOBA Announce Partnership at January Event! @ Coding Zeal, Medford
Jan 11 @ 6:00 pm – 7:30 pm

Jan. 11, 2017:
Institute for Certified Bookkeepers speaks at SOBA!

Join us for a special presentation on January 11th. Learn all about the new partnership between the Southern Oregon Bookkeepers Association (SOBA) and the Institute for Certified Bookkeepers (ICB).

Jan Haugo, CEO of ICB-USA will be joining us on the big screen to tell us about how the ICB can offer us even more great education and referral opportunities. We will be discussing the new levels of SOBA membership available under this partnership and the amazing benefits that come with them.

There will be prizes, and complimentary light refreshments will be offered.

Pre-registration is REQUIRED. Please click here to register and choose your meal preference.

This event will also take place at a different location than usual. See below for the address!

When: January 11th, 2017
WhereCoding Zeal, 37 N Central, Medford
Time: 6:00-7:30 PM
jan-400-2
Agenda:
6pm – Networking and socializing
6:15 – Greetings and Introductionsicb-usa-logo-col-300x159-2
6:30 – Presentation
7:15 – Q&A and Additional Networking
7:30 – Finish

Register now on EventBrite (Required)

Feb
8
Wed
Speed Dating for Businesses @ Capers Medford
Feb 8 @ 6:00 pm – 7:30 pm

February’s event is always special for SOBA. This year we are planning to host a Speed Dating event! Don’t worry, there’s a twist; we’re working on a “Speed Dating for Businesses” theme, so we can all get to know each other better. The party starts at 6:00 p.m. on February 8. Plan to be part of it!

When: February 8, 2017
Where: Capers Restaurant
Time: 6:00-7:30 PM

Agenda:
6pm – Networking and socializing
6:15 – Greetings & Attendee Introductions
6:30 – Presentation
7:15 – Q&A and Additional Networkinghearts-clip-art-jriabrrcl
7:30 – Finish

RSVP at eventbrite.

Mar
8
Wed
Prep-Party for Fraud Prevention Fair @ SkyOak
Mar 8 @ 6:00 pm – 7:30 pm

SOBA will be facilitating a Fraud Prevention Fair here in Medford at Inn at the Commons, on Saturday, March 18. Join us for a “Prep-Party” at our regular monthly meeting on Wednesday, March 8th. Please note that beginning with the March 8 meeting, our monthly events will be held at a new location: SkyOak Financial building at 229 N. Bartlett in Medford, Oregon (via host: TABulated Consulting, LLC). RSVP using this link.

 

 

Mar
18
Sat
Fraud Prevention Fair @ Inn at the Commons
Mar 18 @ 12:00 pm – 4:00 pm

March is Fraud Prevention Month! Talk to vendors and sponsors who advocate and take action for the prevention of fraud. Learn what you can do to protect yourself and what measures can be taken to prevent fraud all around you, every day, even online. Discover how businesses and technology companies work to guard your information. The SOBA Fraud Prevention Fair is a great place for networking and being present in your community. Learn from our showcase presenters over the course of the event, and start implementing better business practices and personal awareness immediately.

Many businesses will be showcasing solutions to help empower us. Don’t be a victim; learn how to protect yourself and stay ahead of the curve! Pre-registration gets you swag at the door!

Can’t make it in person, sign up to attend remotely via Zoom: http://eepurl.com/cGpRMP

 

 

Apr
12
Wed
Joel Daniels, Aflac @ SkyOak Building (TABulated Consulting, LLC)
Apr 12 @ 6:00 pm – 7:30 pm

Beginning on April 12th, learn about voluntary health benefits. Health and well-being affects your household as well as your company culture. Joel will educate our community on the advantages of these offerings for both employers and our neighbors employed by those businesses.

May
10
Wed
Nicholas Bate, Your IT Guy @ SkyOak Building (TABulated Consulting, LLC)
May 10 @ 6:00 pm – 7:30 pm

Better Than Double-Mint: It’s Triple Protect Backup!

Come hear about a real world case study of an affordable backup solution in the financial sector. Learn how you can protect your client’s data from multiple threats.

Presented by Your IT Guy, Nicholas Bate