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March 2020
Understanding Your Financials
PLEASE NOTE: This workshop is now an ONLINE WEBINAR. It is not being taught in person, as originally scheduled, at the Long Beach SBDC. After you register, you will receive an email with instructions on how to access the webinar. Do you receive financial statements from your accountant and not understand what those documents are telling you about the condition of your business? This seminar will help you understand the real purpose of financial reports such as Profit Loss statements and Balance Sheets and…
Find out more »February 2021
Understanding Your Financials
Do you receive financial statements from your accountant and not understand what those documents are telling you about the condition of your business? This seminar will help you understand the real purpose of financial reports such as Profit Loss statements and Balance Sheets and how to use these reports to more effectively manage your business. In addition, we will show you how to use a simple cash flow model that will help you do a better job of managing your…
Find out more »June 2021
Understanding Your Financials
Do you receive financial statements from your accountant and not understand what those documents are telling you about the condition of your business? This seminar will help you understand the real purpose of financial reports such as Profit Loss statements and Balance Sheets and how to use these reports to more effectively manage your business. In addition, we will show you how to use a simple cash flow model that will help you do a better job of managing your…
Find out more »November 2021
Business Finance Literacy 101 (Two Sessions)
Two Sessions: 11/11/21 and 11/18/21 Many small companies struggle with the area of accounting. They ask questions such as; Should we use Quickbooks Online, Quickbooks Desktop or some other program? Should we hire someone or do it ourselves? What records do we need to keep for tax reporting? What is the difference between a bookkeeper, accountant and CPA? How do we know we are hiring the right person? Unfortunately, too many small business owners blindly hire others to do the…
Find out more »Business Finance Literacy 101 Session 2 (of 2): Financial Calculations That Answer Key Business Questions
Business owners struggle with business decisions that affect the financial health of their company. Are we selling at the right price? Are we making money? Can we afford to hire someone? Many times, these decisions are made without a thorough understanding of the financial implications.This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions. Performance Measurements are simple mathematical calculations that can be used to monitor sales, overhead…
Find out more »January 2022
Business Finance Literacy 101 Session 1 of 2
Two Sessions: 1/13/22 and 1/20/22 Class 1: Thursday, January 13, 2022 10am to 11am Many small companies struggle with the area of accounting. They ask questions such as; Should we use QuickBooks Online, QuickBooks Desktop or some other program? Should we hire someone or do it ourselves? What records do we need to keep for tax reporting? What is the difference between a bookkeeper, accountant and CPA? How do we know we are hiring the right person? Unfortunately,…
Find out more »Business Finance Literacy 101 (Class 2 of 2)
Business owners struggle with business decisions that affect the financial health of their company. Are we selling at the right price? Are we making money? Can we afford to hire someone? Many times, these decisions are made without a thorough understanding of the financial implications. This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions. Performance Measurements are simple mathematical calculations that can be used to monitor sales,…
Find out more »February 2022
Business Finance Literacy 101 (Class 1 of 2)
Taught by Lori Williams Many small companies struggle with the area of accounting. They ask questions such as; Should we use QuickBooks Online, QuickBooks Desktop or some other program? Should we hire someone or do it ourselves? What records do we need to keep for tax reporting? What is the difference between a bookkeeper, accountant and CPA? How do we know we are hiring the right person? Unfortunately, too many small business owners blindly hire others to do the…
Find out more »Business Finance Literacy 101 (Class 2 of 2)
Taught by Lori Williams Business owners struggle with business decisions that affect the financial health of their company. Are we selling at the right price? Are we making money? Can we afford to hire someone? Many times, these decisions are made without a thorough understanding of the financial implications. This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions. Performance Measurements are simple mathematical calculations that can be…
Find out more »April 2022
Business Finance Literacy 101 (Class 1 of 2)
Many small companies struggle with the area of accounting. They ask questions such as; Should we use QuickBooks Online, QuickBooks Desktop or some other program? Should we hire someone or do it ourselves? What records do we need to keep for tax reporting? What is the difference between a bookkeeper, accountant and CPA? How do we know we are hiring the right person? Unfortunately, too many small business owners blindly hire others to do the important function of accounting…
Find out more »May 2022
Business Finance Literacy 101 (Class 1 of 2)
Many small companies struggle with the area of accounting. They ask questions such as; Should we use QuickBooks Online, QuickBooks Desktop or some other program? Should we hire someone or do it ourselves? What records do we need to keep for tax reporting? What is the difference between a bookkeeper, accountant and CPA? How do we know we are hiring the right person? Unfortunately, too many small business owners blindly hire others to do the important function of accounting…
Find out more »Business Finance Literacy 101 (Class 2 of 2)
Business owners struggle with business decisions that affect the financial health of their company. Are we selling at the right price? Are we making money? Can we afford to hire someone? Many times, these decisions are made without a thorough understanding of the financial implications. This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions. Performance Measurements are simple mathematical calculations that can be used to…
Find out more »June 2022
Business Finance Literacy 101 (Part 1 of 2)
Many small companies struggle with the area of accounting. They ask questions such as; Should we use QuickBooks Online, QuickBooks Desktop or some other program? Should we hire someone or do it ourselves? What records do we need to keep for tax reporting? What is the difference between a bookkeeper, accountant and CPA? How do we know we are hiring the right person? Unfortunately, too many small business owners blindly hire others to do the important function of accounting…
Find out more »Business Finance Literacy 101 (Part 2 of 2)
Business owners struggle with business decisions that affect the financial health of their company. Are we selling at the right price? Are we making money? Can we afford to hire someone? Many times, these decisions are made without a thorough understanding of the financial implications. This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions. Performance Measurements are simple mathematical calculations that can be used to…
Find out more »July 2022
Business Finance Literacy 101 (Part 1 of 2)
Many small companies struggle with the area of accounting. They ask questions such as; Should we use QuickBooks Online, QuickBooks Desktop or some other program? Should we hire someone or do it ourselves? What records do we need to keep for tax reporting? What is the difference between a bookkeeper, accountant and CPA? How do we know we are hiring the right person? Unfortunately, too many small business owners blindly hire others to do the important function of accounting…
Find out more »August 2022
Understanding Your Financials
Do you receive financial statements from your accountant and not understand what those documents are telling you about the condition of your business? This seminar will help you understand the real purpose of financial reports such as Profit Loss statements and Balance Sheets and how to use these reports to more effectively manage your business. In addition, we will show you how to use a simple cash flow model that will help you do a better job of managing your…
Find out more »September 2022
Business Finance Literacy Series: Session 1 of 3
This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record and how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. Sessions will be held on September 8, 15, 22 from 9am to 10am Session 1: What you need to know about Accounting and Financial Record Keeping How to handle accounting and financial record keeping is…
Find out more »Business Finance Literacy Series: Session 2 of 3
This series covers what you need to know, from bookkeeping to financial management. You will learn what data you need to record and how you can use that information to analyze business performance. Each class can be taken separately or combined for a thorough understanding. The final session will be held on September, 22 from 9am to 10am Session 2: Using an Excel Document for Financial Modeling and Forecasting A simple Excel financial model can be created using your…
Find out more »