April 13, 2023

 

 


REVIEW

  • Internet searching, domains, phishing
  • QuickBooks 
 

1:1 Meetings with Liz & Greta

 

WORKPLACE SCENARIOS

 *** Complete projects in any order. When all projects are completed, choose TWO projects to send to Liz for feedback. ****

Postcard - 

Create a postcard for your business using www.canva.com. (Create a FREE account.) This could be a postcard for an upcoming event, your summer business schedule, or a sale. Download as a JPEG and email as an attachment to Liz.

 

Business Letter - 

Write a business letter from your business requesting to open a charge account with one of your vendors. For example, you buy your office supplies from Staples. You have always charged this on the company credit card. You are a reliable and long-time customer. Now, you would like to open a business account with Staples so that you do not have to use the company credit card every time you buy office supplies. 

 

Spreadsheet - 

Create a pricing spreadsheet for office supplies (or inventory items) to compare pricing across three different companies. When an item is sold in bulk (example: package of ten pens for $5.00) create a column for price per item and use a formula. (Use Google to find each company's prices)

 

Email - 

You just received your bank statement in the mail. You were charged a $6 fee for the paper statement, but you had requested to receive electronic statements two months ago. Write an email asking for the paper statement fee to be taken off your account and the switch to electronic statements to be confirmed. CONSIDER ALL the information you need to include in the email to be "one and done".

 

LUNCH!

 

QUICKBOOKS 

Chart of Accounts 

Item List

Editing, deleting, voiding invoices and bills

AP 

  • Add two new invoices 
  • Pay bills

AR 

  • Add two new invoices
  • Receive payments

REPORTS

  • AP
  • AR
  • Profit and Loss (P&L) 
  • Balance Sheet

 

SOFT SKILLS

 

Of the soft skills listed below, which FIVE do you think are most important for your new career?

On a scale of 1 (low) - 10 (high), how would you rate yourself in the top five soft skills?

 


 ROLE PLAYS

  • taking messages
  • making calls
  • receiving calls

 

REFLECTION

1. How did you feel completing the workplace scenarios and independent work for the morning? 

2. What was most valuable to you from our 1:1 meeting? 

3. What would you like to strengthen over our last few weeks together? 




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