Courses, Trainings and Seminars

The current schedule of live events are available within our mailing list


                                                                                               2023 Courses and Seminars Entrepreneurship/Small Business

Bookkeeping and record keeping 101 (1-2 hours): Join us for a brief overview on the general best practices and IRS regulations on document retention and bookkeeping. Selecting a bookkeeping software (1 hour): Choosing a bookkeeping software and method for your business can be overwhelming. Together we’ll walk you through a variety of different programs and methods and explore the the pros and cons of those options. 

Business Entity Types (1 hour): Learn the various business entity structures as well as the pros and cons of each type. Elements of a business plan (1 hour): Many statistics show that businesses that start with a working business plan are more likely to succeed. This class will walk you through the basic elements of a business plan so you can gather information and start a plan for your venture. 

Crowdfunding and friendraising for your ideas (1 hour): There are many options for small business funding outside of incurring debt with traditional bank loans. This class will walk you through various ideas and options to fund your business idea. 

Creating a marketing plan (1 hour): Knowing your audience and their purchasing habits is important for your business success. This class will introduce you to the elements of a marketing plan, such as figuring out your target market, and identifying where to spend your energy in marketing. 

So, you want to be an entrepreneur? (1 hour): This is a unique class guided by a CPA and a serial entrepreneur who will ask questions in order to help you decide whether entrepreneurship is right for you. 

Entrepreneurship 101 Course (6 hours): 
Think of this course as a mastermind group-meets having your own CPA at a fraction of the cost, with the bonus of meeting peers to cheer you on! Participants will receive handouts, templates, and more. The course meets for 6, one-hour classes. 
• Class 1: Launching your idea, brainstorming your “why”, and figuring out what you need to be happy 
• Class 2: Creating a business plan and budget 
• Class 3: Picking an entity type, getting your EIN, and understanding state and federal registrations 
• Class 4: Branding, marketing, and launching 
• Class 5: Selecting a bookkeeping program and understanding financial statements 
• Class 6: Learn about taxes, federal and state requirements, and hiring contractors and employees 

Bookkeeping 101 Course (8 hours): Learn the best practices for maintaining your books and records for your business. This course is great primer for those who are responsible for the books and records for a business and includes 8 one-hour meetings in as many weeks. 
• Learn to read and interpret basic financial statements. 
• Understand IRS Record keeping requirements. 
• Learn the pros and cons of various bookkeeping software programs. 
• Know when a person is an employee or independent contractor and how to complete 1099s. 
• Learn the accounting and bookkeeping cycle and how to record transactions. (We will use QuickBooks Online for the examples.) 

                                                                                        2023 Courses and Seminars Non-Profit Organizations 

So you're on the Board of a nonprofit, now what? (1 hour)
Our most popular introduction for Board members on their roles and responsibilities. We introduce the lifecycle of a charity and how it impacts the Board's role, nonprofit facts and tidbits, challenges and opportunities for nonprofits, and time for discussion and to ask questions.

Compliance check: must-have policies and best practices for NFPs (1.5 hours): 
Have you ever taken an inventory of your organization's policies and best practices? Do you need resources for new policies and procedures? This class will walk you through the most common items all organizations should review on a regular basis. 

Charitable solicitations, donor acknowledgements, and other development function pitfalls (1 hour): Learn about the requirements about various types charitable solicitations, acknowledgements, in-kind gifts, and additional requirements for NFPS around fundraising events. 

Finance Committee and Board of Directors best practices (1 hour): Board and committee management can become a full-time job for NFP staff. We'll share some best practices and suggestions for managing new member onboarding, training, communicating responsibilities, and a checklist of items to go through with your Finance Committees and Boards. 

How to read IRS Form 990 (1 hour): IRS form 990 is more than a tax return; it is a self-compliance checklist, a public document, and a donor tool. Learn to read and review important sections so that your organization is putting its best public foot forward. 

Introduction to UBIT (Unrelated Business Income Tax) (1 hour): As NFPs look to diversify revenue post covid, some organizations may venture into taxable activities. Learn when certain activities may become taxable income. 

Accounting for Nonprofits Course (8 hours): 
Nonprofit accounting and financial statements are totally different from (and sometimes more difficult than) for-profits. This course is great primer for those who are responsible for the books and records of a non-profit organization or board members and management who want to learn more. This course includes 8 one-hour meetings over as many weeks. Items covered include: 
• How to read financial statements 
• How to use the basic functions of QuickBooks Online 
• How to record donations and requirements on gift acknowledgements 
• When and how to record gifts and grants with designations 
• What types of policies an NFP should have in place  

About Us

We help small businesses and nonprofits stay afloat by offering accounting and Virtual CFO services so that they can wear less hats and focus on their businesses and missions.

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