Financial Management and Bookkeeping

A new, high-demand multi-workshop series for busy business owners who want to get a handle on the books. 

Topics include: Bookkeeping core concepts; Creating, understanding and using financial statements and reports; Quickbooks Boot Camp; Integrating bookkeeping with e-commerce; and choices for Accounting in the Cloud.

Some are accessible virtually via video/web-conference. Dates and times are being confirmed. Please call (707) 445-9720 x210 or email admin@northcoastsbdc.org to be put on the list of people to be notified right away once the workshops are scheduled.

FINANCIAL MANAGEMENT SERIES

Financial Projections

Learn how to use an interactive SBDC template to prepare cash flow projections, profit & loss projections, and more for your business loan application, new product development or growth strategy. 

Best for: people in business or newly launched. 

Financial Savvy 1

Small business owners, and their key managers, who want to get a better handle on their day to day financial controls, understand how to analyze their financial data to make better decisions, and make sure their bookkeeping is being handled correctly. 

Best for: people in business. 

Take Financial Basics for Business Owners first. 

Bookkeeping Basics for Business Owners 

Small business owners, and their key managers, who want to understand their bookkeeping better and maybe do some of it themselves. 

Best for: people in business.

Take Financial Savvy 1 first. 

Financial Savvy 2

What should a business owner know and do to manage their business finances successfully? Walk away knowing basic accounting concepts important for business owners. Understand how to read your financial statements and do some smart financial planning for your business. 

Best for: people in business.

Take Bookkeeping Basics first. 

Bookkeeping Boot Camps

  • Learn to use Quickbooks DESKTOP for your business. 

​​Learn how to use Quickbooks Desktop for your business. Set up your database and gain an understanding of how the system is put together. Seasoned Quickbooks specialist, Liz Ennis, will walk you through the process. It is highly recommended that participants have their own Quickbooks version and please bring your own laptop or tablet to follow instructor.   
Best for: business owners.
Take 1st 3-4 workshops first.
 

  • Learn to use Quickbooks ONLINE for your business

Learn how to use Quickbooks Online for your business. Set up your database and gain an understanding of how the system is put together. Seasoned Quickbooks specialist, Michelle Lopez, will walk you through the process. It is highly recommended that participants have their own Quickbooks version. Please bring your own laptop or tablet to follow instructor.   
Best for: Business Owners
 

E-Commerce Accounting (optional)

How basic accounting principles apply to eCommerce sales, using software integrations, Chart of Accounts set up differences, Managing fees and sales taxes, and creating and scheduling processes to manage your accounting.

Best for: people in business.

Take 1st 3-4 workshops first.