Program attendeesBusiness Financial Success Made Simple

This is a semester long comprehensive program of informative and skills building classes (including Quickbooks) and one to one business counseling for small business owners with a profit motive. From learning the lingo to analyzing your financial statements for better business strategy, this program will set you up for building wealth.

All events are currently being held via Zoom meeting and are at no cost to the attendee unless otherwise noted.

Lunch and Learn: Pre-Finance:  In this workshop, participants will learn basic finance in each of the following areas: Budgeting and Creating Cash flow

Small Business Finance 101 PT1:  In this workshop, participants are introduced to basic finance terminology and budget categories. They will learn how to review and understand the relevance of standard financial reports: profit and loss statement, cash flow statement, balance sheet.

Small Business Finance 101 PT2:  In this workshop, participants are introduced to basic finance terminology and budget categories. They will learn how to prepare business Financial projections.

QuickBooks 101:  Introductory course for small business owners & self-employed professionals that are new to the bookkeeping platform, hands-on instruction to start, maintain the basic bookkeeping & accounting needs of your business.

Lunch & Learn: Invoicing, Retail/Wholesale:  In this workshop, participants will learn basic finance in each of the following areas: Credit, Invoicing and Retail/Wholesale.

QuickBooks 102:   Introductory course for small business owners and self-employed professionals that are new to the bookkeeping platform, hands-on instruction to start, maintain the basic bookkeeping and accounting needs of your business.

Lunch & Learn:  Understanding Financial Statements:  In this workshop, participants will learn basic finance in the following areas: Financial Statements

Small Business Finance 102:  Introductory course for small business owners and self-employed professionals that are new to the bookkeeping platform, hands-on instruction to start, maintain the basic bookkeeping and accounting needs of your business.