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June 2023

Webinar – WAVE Boot Camp (Spanish)

June 1, 2023 @ 7:30 pm - 9:45 pm
Free

Este campo de entrenamiento logra una descripción general completa de la aplicación de contabilidad gratuita diseñada específicamente para personas no financieras.  Este campo de entrenamiento se dicta en formato de conferencia y cubre todas las características y funciones mas importantes.  Los participantes aprenderán a usar Wave para administrar sus finanzas, crear facturas, realizar un seguimiento de los gastos y generar informes financieros.  En dos horas, el entrenamiento brindará una comprensión de alto nivel de la aplicación, centrandose en los aspectos…

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Webinar – WAVE Boot Camp

June 15, 2023 @ 7:30 pm - 9:45 pm
Free

This boot camp is a comprehensive overview of the free accounting application designed specifically for non-finance people.  This boot camp is delivered in a lecture-style format and covers all the key features and functions.  Participants will learn how to use Wave for managing their finances, creating invoices, track expenses, and generating financial reports.  In two hours, the boot camp will provide a high-level understanding of the application, focusing on the most important aspects that participants need to know in order…

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July 2023

Business Finance Literacy Series [Session 1 of 3] What You Need To Know About Accounting And Financial Record Keeping

July 11, 2023 @ 9:00 am - 10:00 am
Free

How to handle the accounting and financial record keeping is one of the most difficult decisions company owners make. They ask questions such as: Should we use Quickbooks online, Quickbooks desktop or some other program? What records do we need to keep for tax reporting? Should we hire someone to do our bookkeeping? 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…

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Business Finance Literacy Series [Session 2 of 3] Using An Excel Document For Financial Modeling And Forecasting

July 20, 2023 @ 9:00 am - 10:00 am
free

A simple Excel financial model can be created using your company’s financial data (historical and/or forecasted).              CFOs and financial analysts use Excel models to determine if/when a company will be profitable, what is the correct selling price, how many “widgets” need to be sold to be cover cost, and how much money is available to pay expenses.              Financial models are used for start-ups and for on-going analysis to make sure the company is operating…

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Business Finance Literacy Series [Session 3 of 3] How To Analyze Your Company’s Financials For Better Decision Making

July 25, 2023 @ 9:00 am - 10:00 am
free

Business owners struggle with business decisions that affect the financial health of the 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 »

August 2023

Business Finance Literacy Series [Session 1 of 3] What You Need To Know About Accounting And Financial Record Keeping

August 15, 2023 @ 9:00 am - 10:00 am
Free

How to handle the accounting and financial record keeping is one of the most difficult decisions company owners make. They ask questions such as: Should we use Quickbooks online, Quickbooks desktop or some other program? What records do we need to keep for tax reporting? Should we hire someone to do our bookkeeping? 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…

Find out more »

Business Finance Literacy Series [Session 2 of 3] Using an Excel Document for Financial Modeling and Forecasting

August 24, 2023 @ 9:00 am - 10:00 am
Free

A simple Excel financial model can be created using your company’s financial data (historical and/or forecasted). CFOs and financial analysts use Excel models to determine if/when a company will be profitable, what is the correct selling price, how many “widgets” need to be sold to be cover cost, and how much money is available to pay expenses. Financial models are used for start-ups and for on-going analysis to make sure the company is operating at an optimal financial performance. This…

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Business Finance Literacy Series [Session 3 of 3] How to Analyze your Company’s Financials for Better Decision Making

August 29, 2023 @ 9:00 am - 10:00 am
Free

Business owners struggle with business decisions that affect the financial health of the 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 »

September 2023

Webinar – QuickBooks Online Boot Camp

September 30, 2023 @ 8:00 am - 10:15 am
Free

  This boot camp is a short, intensive training program designed for non-finance people to learn how to use QuickBooks online.  The boot camp covers the basic features and functions, including setting up accounts, managing invoices and expenses, tracking sales and revenue, generating financial reports, and reconciling bank statements.  The focus is on practical skills, with the goal of providing participants with the knowledge and CONFIDENCE to effectively manage their financial data. REGISTER NOW

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October 2023

Webinar – Campamento de Quickbooks Online

October 21, 2023 @ 8:00 am - 10:15 am
Free

  Este campo de entrenamiento es un programa de capacitación breve e intensivo diseñado para que personas no financieras aprendan a usar QuickBooks en línea. El campo de entrenamiento cubre las características y funciones básicas, incluida la configuración de cuentas, la gestión de facturas y gastos, el seguimiento de ventas e ingresos, la generación de informes financieros y la conciliación de extractos bancarios. El enfoque está en las habilidades prácticas, con el objetivo de brindar a los participantes el conocimiento…

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November 2023

Webinar – QuickBooks Online Boot Camp

November 11, 2023 @ 8:00 am - 10:15 am
Free

  This boot camp is a short, intensive training program designed for non-finance people to learn how to use QuickBooks online.  The boot camp covers the basic features and functions, including setting up accounts, managing invoices and expenses, tracking sales and revenue, generating financial reports, and reconciling bank statements.  The focus is on practical skills, with the goal of providing participants with the knowledge and CONFIDENCE to effectively manage their financial data. REGISTER NOW

Find out more »

December 2023

Webinar – Campamento de Quickbooks Online

December 2, 2023 @ 8:00 am - 10:15 am
Free

Este campo de entrenamiento es un programa de capacitación breve e intensivo diseñado para que personas no financieras aprendan a usar QuickBooks en línea. El campo de entrenamiento cubre las características y funciones básicas, incluida la configuración de cuentas, la gestión de facturas y gastos, el seguimiento de ventas e ingresos, la generación de informes financieros y la conciliación de extractos bancarios. El enfoque está en las habilidades prácticas, con el objetivo de brindar a los participantes el conocimiento y…

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January 2024

WEBINAR QUICKBOOKS ONLINE SERIES

January 10 @ 6:00 pm - 7:00 pm
Free

1/10/2024 – SETTING UP QBO: Learn how to set up QBO by customizing settings, setting up customers, vendors, chart of accounts, product and service items. Decide which version of QBO works for you. Learn how to set up bank feeds, bank rules and get bank synchronization tips. 1/17/2024 – QBO SALES & EXPENSES: Learn how to customize QBO for your sales and expenses, create sales receipts and invoices, receive customer payments and make payment links.  Learn how to correctly enter expenses and…

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February 2024

Webinar – Campamento de Quickbooks Online

February 14 @ 7:30 pm - 9:30 pm
Free

Este campo de entrenamiento es un programa de capacitación breve e intensivo diseñado para que personas no financieras aprendan a usar QuickBooks en línea. El campo de entrenamiento cubre las características y funciones básicas, incluida la configuración de cuentas, la gestión de facturas y gastos, el seguimiento de ventas e ingresos, la generación de informes financieros y la conciliación de extractos bancarios. El enfoque está en las habilidades prácticas, con el objetivo de brindar a los participantes el conocimiento y…

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Webinar – QUICKBOOKS BOOT CAMP

February 15 @ 7:30 pm - 9:45 pm
Free

This boot camp is a short, intensive training program designed for non-finance people to learn how to use QuickBooks online.  The boot camp covers the basic features and functions, including setting up accounts, managing invoices and expenses, tracking sales and revenue, generating financial reports, and reconciling bank statements.  The focus is on practical skills, with the goal of providing participants with the knowledge and CONFIDENCE to effectively manage their financial data. REGISTER NOW

Find out more »

March 2024

Webinar – QuickBooks Online Introducción (español)

March 14 @ 7:30 pm - 8:45 pm
Free

QUICKBOOKS ONLINE – lntroduccion Este seminario web está dirigido a personas que no tienen experiencia financiera y desean comprender mejor las características de QuickBooks In línea, junto con los conceptos básicos de conta bilidad. Cubriremos cómo navegar por la herramienta, realizar configuraciones e introducir brevemente las opciones del menú principal. Nuestro objetivo principal será generar confianza y ayudarle a sentirse más seguro al utilizar la herramienta. REGISTER NOW

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Webinar – QuickBooks Online – Transacciones Comunes (español)

March 26 @ 7:30 pm - 8:45 pm
Free

QUICKBOOKS ONLINE – Transacciones Comunes Este seminario web está diseñado para aquellos que no tienen experiencia financiera pero han asistido a nuestro seminario web introductorio. Utilizaremos ejemplos sencillos para demostrar cómo gestionar transacciones comerciales básicas, como facturación, compras, importación y conciliación de transacciones bancarias. Nuestro principal objetivo es ayudarle a sentirse más cómodo y seguro al utilizar la herramienta generando confianza. REGISTER NOW

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April 2024

Business Finance Literacy Series (Session 1 of 3)

April 8 @ 9:00 am - 10:00 am
Free

How to handle the accounting and financial record keeping is one of the most difficult decisions company owners make. They ask questions such as: Should we use QuickBooks online, QuickBooks desktop or some other program? What records do we need to keep for tax reporting? Should we hire someone to do our bookkeeping? 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 do…

Find out more »

Business Finance Literacy Series (Session 2 of 3)

April 16 @ 8:00 am - 9:00 am
Free

A simple Excel financial model can be created using your company’s financial data (historical and/or forecasted). CFOs and financial analysts use Excel models to determine if/when a company will be profitable, what is the correct selling price, how many “widgets” need to be sold to be cover cost, and how much money is available to pay expenses. Financial models are used for start-ups and for on-going analysis to make sure the company is operating at an optimal financial performance. This…

Find out more »

Webinar – QuickBooks Online Introduction

April 18 @ 7:30 pm - 8:45 pm
Free

Webinar – QuickBooks Online Introduction This webinar is aimed at individuals who are not from a financial background and wish to gain some understanding of QuickBooks Online’s features, along with basic accounting concepts. We will cover how to navigate the tool, make configurations, and briefly introduce the main menu options. Our primary focus will be to build trust and help you feel more confident while using the tool. REGISTER NOW

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Business Finance Literacy Series (Session 3 of 3)

April 23 @ 8:00 am - 9:00 am
Free

Business owners struggle with business decisions that affect the financial health of the 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 »

May 2024

Webinar – QuickBooks Online – Common Transactions

May 2 @ 7:30 pm - 8:45 pm
Free

QUICKBOOKS ONLINE – Common Transactions This webinar is designed for those who do not have a financial background but have attended our introductory webinar. We will use simple examples to demonstrate how to manage basic business transactions such as invoicing, purchasing, importing, and reconciling bank transactions. Our main goal is to help you feel more comfortable and confident when using the tool by building trust. REGISTER NOW

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Business Finance Literacy Series [Session 1 of 3] What You Need To Know About Accounting And Financial Record Keeping

May 7 @ 8:00 am - 9:00 am
Free

How to handle the accounting and financial record keeping is one of the most difficult decisions company owners make. They ask questions such as: Should we use QuickBooks online, QuickBooks desktop or some other program? What records do we need to keep for tax reporting? Should we hire someone to do our bookkeeping? 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 do…

Find out more »

Business Finance Literacy Series [Session 2 of 3] Using an Excel Document for Financial Modeling and Forecasting

May 14 @ 8:00 am - 9:00 am
Free

A simple Excel financial model can be created using your company’s financial data (historical and/or forecasted). CFOs and financial analysts use Excel models to determine if/when a company will be profitable, what is the correct selling price, how many “widgets” need to be sold to be cover cost, and how much money is available to pay expenses. Financial models are used for start-ups and for on-going analysis to make sure the company is operating at an optimal financial performance. This…

Find out more »

Webinar – QuickBooks Online Introducción (español)

May 16 @ 7:30 pm - 8:45 pm
Free

QUICKBOOKS ONLINE – lntroduccion Este seminario web está dirigido a personas que no tienen experiencia financiera y desean comprender mejor las características de QuickBooks In línea, junto con los conceptos básicos de conta bilidad. Cubriremos cómo navegar por la herramienta, realizar configuraciones e introducir brevemente las opciones del menú principal. Nuestro objetivo principal será generar confianza y ayudarle a sentirse más seguro al utilizar la herramienta. REGISTER NOW

Find out more »
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