9/5/2023 - 9/26/2023
Financial Management Series for Existing Businesses This 4-weeks series is designed to teach you how to utilize your financial statements to better manage and understand your business operations, cash flow, and profitability. Focus includes: interpreting and understanding your financial statements (Profit & Loss, Balance Sheet) hands-on exercise and case study; identifying cash flow cycle and how it impacts your business; learning how to calculate and use financial ratios to troubleshoot fiscal dangers, and analyzing trends to improve business performance; using financial tools to make good business decisions for effective spending and break-even analysis; knowing how to think critically when looking at pricing and costs; and developing forecasts and budgetary tools and techniques to improve profit.
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9/13/2023
Common Problems Encountered with QuickBooks Desktop Accounting Accurate bookkeeping is critical for successfully managing your business; therefore, taking the time to understand how to correctly use your accounting program is key for your business financial success. This 2-hour workshop is for individuals who have already set up their QuickBooks Desktop system, have been working with the system for 6 months or more, and need help with ensuring that they are using the system correctly (i.e., performing the necessary reconciliations, matching and categorization properly). We will cover reconciling your bank and credit card accounts to your ledgers, problems with categorizations vs. matching vs. rules, understanding reporting and problem solving the data, cleaning up Accounts Payable and Accounts Receivable anomalies and cleaning up Balance Sheet misallocations. There will be plenty of time for questions and answers.
9/14/2023
Branding Your Business If you are planning to grow your business, brand clarity is a must! Focusing on your customers and target audience are vital to the success of your branding. We will define the meaning of branding, discuss branding ideas and tips, the difference between branding and marketing, why branding is important to your business and customers, how to create your brand and a branding plan, and how to successfully measure the results.
9/20/2023
Attract, Engage, and Retain Great Employees How do you “optimize” the talent on your team? How do you attract, and select great employees? How do you know if they are HAPPY and planning to STAY? What’s the best way to ID what’s getting in the way of each team member offering their best and highest contributions? Join us for a 2-hour rapid-fire workshop that will help you improve your company culture, engagement, and retention. This learning event will be facilitated by Melissa Ortiz, Business Owner and Talent Optimization Expert.
