This course will simplify the Small Business Administration guidance regarding the PPP Loan Forgiveness qualifications.
PPP Loan Forgiveness and Employee Retention Credit for Self-Employed Small Business Owners Qualifications and Documentation Requirements.
This course will simplify the Small Business Administration guidance regarding the PPP Loan Forgiveness qualifications. It includes discussion about the interest rates if loan was not forgiven; documents needed to prepare and submit to the SBA if you are self-employed; what are the strategy to maximize both Employee Retention Credit and PPP Loan Forgiveness; and documentation requirements for Employee Retention Credit.
Mary Rafa is a Controller Consultant with more than 15 years of experience in private accounting, specializing in accounting cleanup, process improvement, standardization (inventory, accounts payable, job costing, month-end close, and financial reports) from small to large businesses. She has a passion for cleaning up ERP systems (SAP, Sage, and NetSuite), and providing organized and documented support to Big 4 auditors. Specialized in accounting clean-up that supports sales tax reporting requirements, KPI’s, inventory, project costing, and cash flow financial models. Skills and Experience • Material Requirements Planning • PPP Loan Forgiveness • Employee Retention Credit • AB5 Analysis • Form 571L Property Taxes • Sales and Use Tax • Payroll Tax Delinquent Notices and Research • Accounting Clean-up • Consolidation entries • Balance Sheet Reconciliation and supporting schedules for audits and tax preparation. • Month-end close entries and import templates for SAP and QuickBooks. • E-commerce merchant fees and bank reconciliations Industry Lines • Adhesive Manufacturing • Furniture Manufacturing • Medical Device Manufacturing • Entertainment (Music) • Internet Start-ups • Real Estate • Wholesale / Retail • Online Retail • Nonprofits • Medical/Dental services Computer Applications • SAP FICO • NetSuite • Sage 300 • Sage 100 • Sage 50 • Pro Systems FX • QuickBooks Pro, Premiere and Enterprise • QuickBooks Online • Xero • MS Excel (pivot, index formulas, multiple criteria sumifs, etc. Education/Qualifications • Licensed CPA in CA • B.S. Accounting • AICPA Forensic Accounting Certificate Affiliations • CAL CPA member • National Association of Asian American Professionals • Filipino American Chamber of Commerce
