8/8/2024 - 8/29/2024
Accurate bookkeeping is critical to the success of any business. This QuickBooks Series is for entrepreneurs and business owners in the beginning stage of bookkeeping (i.e., planning, have not yet purchased their system, or have purchased but not using). The trainer will guide you through the basics of accounting from identifying the best QuickBooks version for your business, to setting up your system, managing accounts, and using financial reports to manage your day-to-day activities. This 4-weeks, 2 hours per week series includes 4 focus areas:Week 1: Accounting Basics & Getting Started with QuickBooks - Training includes: Basics of accounting, identifying the QuickBooks version that is best for your business, and setting up your company and chart of accounts in QuickBooks.
Week 2: Setting up Items and Creating Forms - Training includes: Setting up items, using purchase orders, customizing invoices, and creating forms in QuickBooks.
Week 3: Accounts Receivable - Training includes: Setting up online bank feeds, creating estimates and invoices, sales receipts, receiving payments, and managing accounts payable reports.
Week 4: Accounts Payable, Banking Reconciliations, and Reports - Training includes: Accounts Payable, Bank Reconciliations, entering expenses and bills, paying bills, managing reports, Profit & Loss Statement, Balance Sheet, and more!
8/14/2024
Buying or selling a business can be overwhelming and costly if you do not plan ahead. Do you have an Exit Strategy or plan in place to sell your business in the near future, or 1 or 2 years? Have you considered buying a business instead of starting one? This workshop is for business owners looking to sell their businesses as well as people interested in purchasing businesses instead of starting their own. We will guide you through a checklist of requirements for successfully buying or selling a business. Topics will include: How to value your business, the due diligence process, structuring the deal, good and bad timing, what not to do, loan requirements and options, owner carry, and more.8/20/2024
Learn basic concepts for setting up your bookkeeping and develop an understanding of financial statements to better manage your business. Learn and understand common terms used in bookkeeping so you can converse confidently with lenders and financial advisors. Learn key concepts for good record keeping for your business.
8/27/2024
If you are a first-time start-up restaurateur, a food entrepreneur who is looking for help with putting together a road map for successfully opening your business, or you are a new startup (less than 6 months) this workshop is for you! We will guide you through an overview of organizational strategies and timelines required from concept, to finding a location and working through the permit process up to opening day. Topics include: Organizational Timelines, Strategies and Resources; Business Plan Overview; Investors and Funding Options; Entity/Bookkeeper or Accountant; Location & Lease; Permits and Licenses Overview; Opening checklists; and other keys to success.