Description

Masterclass – Virtual Event

Accounting Basics: 
How to Bookkeep Like a Pro

Tuesday, March 17, 2026 | 8:30 AM – 9:30 AM | Virtual on Zoom
Free for Boca Chamber members; REGISTER HERE to receive the Zoom link.

Taught by: 

Tricia T. Anderson, EA
Partner, KSDT Accountants & Advisors

Strong businesses are built on strong financial foundations.

Join the Boca Chamber for our March Masterclass, designed to simplify bookkeeping and give small and medium-sized business owners the clarity and confidence to understand their numbers.

This session will be led by Tricia T. Anderson, EA, Partner at KSDT Accountants & Advisors. With more than 20 years of experience serving businesses and nonprofits nationwide, Tricia is known for her strategic mindset, operational insight, and ability to translate complex financial concepts into practical guidance. As an Enrolled Agent and University of Florida graduate with a background in Finance, Real Estate, and Economics, she brings deep expertise in tax strategy, financial analysis, and compliance across industries.

In this practical, beginner-friendly session, you’ll learn:
The accounting equation — clearly explained
How to properly categorize revenue and expenses
Cash vs. accrual accounting — and why it matters
How to structure and clean up your chart of accounts
The #1 habit that keeps your books accurate

Tricia will also help you evaluate whether it makes sense to manage bookkeeping internally or partner with an external firm — equipping you to make the right decision for your stage of growth.

Whether you handle your own books or work with a professional, this Masterclass will strengthen your financial foundation and decision-making.

Masterclass events are complimentary for Chamber members and held virtually via Zoom — making it easy to invest in your growth from anywhere in Boca Raton and South Palm Beach County.

Build confidence. Gain clarity. Strengthen your business.

About Your Speaker

Tricia Anderson, EA, has served the accounting and tax needs of businesses and nonprofits nationally for over 23 years. Tricia’s financial knowledge, combined with her expertise in business and nonprofit operations, produces a partnership-like synergy in her clients’ organizations. She and her team are passionate about helping their clients succeed and bringing a “can-do” attitude and fun personality to every client interaction.

In 2002, Tricia founded P.T. Anderson, Inc., a boutique accounting and tax firm dedicated to the success of business and nonprofit clients. Over the next 22 years, she grew the firm with a strong reputation for excellence and client partnership. In pursuit of expansion, P.T. Anderson merged with KSDT-CPA in 2024, a full-service, Miami-based accounting and advisory firm known for its personalized approach and commitment to helping businesses and individuals achieve financial clarity and growth. As a Partner in KSDT’s Boca Raton office, Tricia is responsible for the establishment and growth of the firm’s Client Accounting Services division.

Tricia developed a taste for entrepreneurship after college graduation, when she joined her family as CFO, operating a Boca Raton business deliciously known as The Chocolate Truffle. She enjoyed navigating business operations and financial decisions, which included establishing robust profitability and growth goals that ultimately positioned the business for a successful sale.

As a strategic advisor, Tricia works closely with her clients to provide financial analysis, profitability, and growth planning. She specializes in helping clients define long-term financial goals and implement clear, actionable strategies for sustainable growth and organizational success. Her work reduces audit risks, improves cash flow, and positions businesses to thrive financially. She has a passion for identifying and developing accounting and tax strategies to accelerate cash flow. She assists clients in making informed financial decisions that are best suited for both their business and personal lives. She is best known for driving innovation and achieving profitability and organizational goals.

Clients value Tricia’s attention to detail, innovation, and problem-solving skills. She feels most accomplished knowing that she provides clients with superior solutions and data to support confident business and financial decisions.

Personally, Tricia enjoys traveling, cooking, and sharing er talent and treasure as a member of Impact 100 Palm Beach County and the Junior League of Boca Raton.

About Masterclass
Masterclass is the Boca Chamber’s only monthly virtual learning series, designed to bring high-value education, training, and professional development directly to your screen. Held on the third Tuesday of every month from 8:30 AM – 9:30 AM, this series offers convenient, accessible learning for busy professionals across Boca Raton and South Palm Beach County.

Each session features expert-led instruction focused on strengthening your skills, expanding your knowledge, and supporting your business growth.
Free for members. Registration is required to receive the Zoom link.