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SmartBooks Consulting Services, LLC

Specializing in Labor Unions Finances and Training

QUICKBOOKS TRAINING

QuickBooks Training for Groups

We have training to tailor your labor unions' needs, whether you are at a beginner's level or advanced level. What you will learn and master:

· How to write a check

· Enter and Pay Bills

· Create Invoices for Services

· Enter and Track Credit Card Expenses

· Reconciliation of Accounts

· Track Expenses and Vendors

· Monthly, Quarterly, Yearly Reports

· Create a Budget

· QuickBooks Local File Installation

· Payroll Information and Processing

· Security and Multi-User Application

· Year-End Procedures

QuickBooks Individual Onsite Training

The best students and users of QuickBooks are the ones who have received one-on-one personal individual training from a member of our team. This training is conducted in the student or client office.

QuickBooks Remote Group Training

This training is expected to become our most popular QuickBooks training! We offer training sponsored and provided by National Labor Organizations for the benefit of their member local organization or their Local Secretary Treasurers or Bookkeepers tailored to the specific needs of your Locals.

QuickBooks Individual Virtual Remote Training

This is our most convenient QuickBooks training. Clients will have the opportunity to learn at their own specific pace and will have the advantage of working one-on-one with one of our instructors.

QuickBooks Refresher Training

This course is based on the clients’ specific needs and concerns regarding to areas of QuickBooks they feel would greatly benefit them.

Remote QuickBooks Technical Support

We offer technical support to clients who may be interested in this service. This is extremely beneficial as an assurance that you have the option to seek help with problems that may arise.

Labor Union Training

Annual Department Labor LM-2, LM-3 and LM-4 Preparation Services

Keep your Labor Union in compliance with the knowledge and completion of LM Reports. In collaboration with our Associate Ira Marc Miller & Co we have been preparing LM reports for over 15 years to make sure Locals meet the required filing deadlines.

Annual IRS Form 990 Tax Return Preparation Services

We offer filing services for small and large Unions including both the form 990-EZ and form 990 based on the organization total receipts. Our services are performed in collaboration with our Associate Ira Miller, CPA.

Trustee's Training

Your Local Trustees will learn their fiduciary responsibilities based on your Local Constitution and the Department of Labor LMRDA. Trustees will learn how to conduct an internal union financial audit.

Secretary-Treasurer's Fiduciary Responsibility Training

It is crucial for the entire executive board of a local to understand their fiduciary responsibilities. This training will cover the legal responsibilities of union officers and review the LMRDA (the law that governs labor unions) and IRS rules and regulations. The workshop will cover various aspects of managing the financial side of administering a union, as well as managing the union finances through setting policies and procedures as well as organizing and managing the finances and budgeting. Other topics covered during this training include, travel and business expenses, insurance, record keeping, payroll information, bank accounts and union credit cards, and budgeting. This course is designed for all local unions.

Fiduciary Responsibility Training for Union Executive Board Officers

This class is taught by Roosevelt Stewart. Mr. Stewart is a retired union officer of the American Postal Workers Union. He has served as a steward and officer in the St. Louis Gateway District Area Local for 30 years before working as the executive assistant to the national secretary-treasurer of the American Postal Workers Union for 10 years. One of his primary duties was to develop and manage the national secretary- training program for the union.

Union officers are elected or appointed by their members to manage and safeguard the member’s dues for the benefit of the union and its members. Therefore, principles of ethics and fiduciary responsibility will be incorporated into all topics and discussions of this training. Specifically, this training has been designed to give you the tools to satisfy your legal requirements, as well as fulfill the expectations of your membership. Locals will have the option of selecting a 1-day or 2-day training agenda for this course. Training can be tailored to your Locals' specific needs.

TRAINING AGENDA (Day 1)

Introductions

Purpose of Training

Fiduciary IQ Test

Department of Labor

LMRDA

Annual LM Reporting

Local Constitution (What must be covered-What should be covered by a Local’s Constitution)

Fidelity Bond

Travel/Business Expenses and Reimbursements

Union Records/Maintaining Receipts

Meeting Minutes (Executive Board/Membership) Elections

Internal Revenue Service

EIN

990

Tax Exempt Status

IRS Forms

Mileage Reimbursements

Other Training Topics

Audits

Best Financial Practices

Financial Reports

Budgeting

Credit/debit card policy

Liability, Property, Insurance

Building Corp, if the local owns a building

Conducting Meetings

TRAINING AGENDA (Day 2)

Day 2 offers expanded discussion of the material covered on day (1) and is strongly recommended for local unions that have employees and payroll or are planning to compensate union officers or members.

The DOL has specific recommendations and requirements when union officers, members, and contractors are paid with union funds. The IRS also has reporting requirements when the union disperses union funds as a tax exempted entity. Failure to properly account for union funds and report the payment of union fund could result in civil and/or criminal charges against local union officers and members.