Register here
Are you an aspiring or established business owner looking to get started with QuickBooks? Are you trying to figure out what you’re doing but keep getting lost? Do you like bagels? Well, then this is the workshop for you!
Who You Are: Although anyone interested in QuickBooks is welcome to take this workshop, it is designed for aspiring and established business owners looking to learn the basics.
What To Have When You Sign onto Zoom: You will need your laptop and possibly power cable. We will be performing exercises together using a sample QuickBooks Online data file.
What You Will Learn: In this SCORE workshop, you will learn how to use QuickBooks Online to record your daily business transactions. (No QuickBooks signup required!) Subjects covered include:
· Customer sales and payments
· Supplier purchases and payments
· Banking and Chart of Accounts
· Reporting from QuickBooks Online
· Best practices and common mistakes
Please note that this workshop is only training on QuickBooks Online and not QuickBooks Desktop.
Listen to what others who have attended this workshop have to say about the instructor and the program:
· The instructor made the topic so accessible because she went through things in a step-by-step process.
· The instructor is very personable and knowledgeable and makes a topic that is scary much more understandable.
· The hands-on practice using the online samples was great and the instructor answered all my questions real time.
· Great presenter.
· The online demonstrations really helped me understand how to use QBs.
Presenter
This workshop is presented by Rachell Barnett. Rachel is the owner of Gentle Frog, LLC. She has been using QuickBooks regularly since 1995 and has been certified since 2012. She was recently named to the Top 100 QuickBooks Advisors for 2020. Her website has a wealth of information on it, all of which she developed herself: https://www.gentlefrog.com/ Her passion is helping small businesses with their bookkeeping needs and she can be found on LinkedIn. ( https://www.linkedin.com/in/rachelbarnett )
Register here
Planning is the key to business success, and it all comes together in a detailed business plan. This 3-hour workshop is designed to give you, the business owner, the skills and know-how needed to write a successful and detailed business plan, which will cover these main topics:
· Describing your product or service.
· Describing your product pricing, packaging and distribution.
· Describing your marketing plan.
· Describing your business operations.
· Describing organization structure and management structure.
Lastly, you’ll take all this information together into developing a financial plan that will provide you and others the information they need. You’ll know the amount of startup funding needed. You be able to project sales and create forecasted profit and loss statements and plan your cash flow. Creating effective financial information can make or break a loan application, so this workshop is particularly valuable to anyone seeking outside funding for their business.
If you need to create a formal business plan we recommend you consider taking some of SCORE’s Small Business Essentials Workshops before you take this workshop. They provide detailed instructions on creating plans for most of the items needed in a formal business plan.
SCORE’s Small Business Essentials Workshops prepares individuals to make the right decisions and create actionable plans when starting a small business. Whether you are starting a business on your own (one-person business) or a business with employees, we have the right set of workshops to help you succeed. All the workshops are about three hours in length and taught by experienced SCORE Mentors. See more information on these workshops here.
Listen to what others who have attended this workshop have to say about the instructors and the program:
· Really breaks down how to make a business plan. Very understandable.
· Gave me great ideas on how to move forward on my business.
· Super friendly and engaging instructor – keeps everyone very attentive!
· The workshop materials were very helpful, and the class discussions were great.
· The instructor’s thoroughness and attention to detail was superb.
Presenter
This workshop is presented by Carrie Callaway Cardy. She is a VP and Senior SBA Relationship Manager at KeyBank. She grew up helping out her family’s business and understands the impact business ownership can have. As a result, Carrie has a passion for entrepreneurship. She has a Business Degree from Richmond University in London and a Master’s degree in Public Policy and Community Economic Development from the University of Minnesota. Carrie volunteers regularly mentoring and teaching in the entrepreneur space most recently teaching classes for the Start-Up 425 program.
KEY TOPICS
Business Plans/Startup Assistance
Register here
Join us and other entrepreneurs in this hands-on workshop where you will write your “Unique Value Statement” for your new product or service. This is a concise description of your product or service and explain the unique value your product or service provides to your customers. As part of the workshop, participants will receive real-time feedback from a SCORE mentor to help them fine tune their Value Statement.
In the second part of the workshop you will use the “Lean Canvas” to begin the process of turning your product/service into a business. In this interactive session, you use the canvas to help guide you in expanding the information in the Unique Value Statement by capturing key ideas, concepts and strategies about your business in the canvas. This creates a basic framework that you can use to complete YOUR full, detailed business plan.
Have paper, a pencil or a pen ready as the goal of this workshop is for all participants to leave with a draft of their “Unique Value Statement” and “Lean Canvas.”
Listen to what others who have attended this workshop have to say about the instructors and the program:
· It was a great help to have time to work on a plan and get direct feedback from the instructor!
· The hands approach of writing my lean canvas in class really helped me think in detail about my business.
· Really helps simplify the planning process for me!
· Gave me a structured approach to think through my business.
· It was a very positive environment; the instructor and other students provided examples on how to improve my plans.
SCORE’s Small Business Essentials Workshops prepares individuals to make the right decisions and create actionable plans when starting a small business. Whether you are starting a business on your own (one-person business) or a business with employees, we have the right set of workshops to help you succeed. All the workshops are about three hours in length and taught by experienced SCORE Mentors. See more information on these workshops here.
Presenter
This workshop is presented by SCORE Volunteer, Traci Harrell. Traci is President of It’s All Bigger Than Me Consulting, a full-service training and consulting company. She has over 25 years of diverse Business & Leadership Experience, with 8 years at IBM (both domestic and international), 14 years at The Walt Disney Company, and 5 years at Microsoft. Her areas of business expertise include Strategic Planning, Business Consulting, Program & Project Management, Technology & Innovation, Customer/Partner Experience, Business Controls, and Internal Audit. She is a certified PMP, Project Management Professional, with expertise in the Lean Business Solutions. Traci is also an International Best-Selling Author and serves on the Leadership Team for SCORE Greater Seattle Chapter as its Diversity & Inclusion Committee Chair.
ABOUT THE PRESENTER(S)
Traci Harrell
My expertise is in Leadership Training, and Diversity, Equity…
KEY TOPICS
Business Plans/Startup Assistance
Register here
This workshop will give you the following skills to take those first critical steps in starting a successful business:
· Understand the different business entities and choose the best one for your business.
· Learn how to properly license your business in Washington state.
· Select the correct insurance for your business.
· Understand the options for financing your business.
First, we review what you need to know about setting up your business with the best legal entity. Whether you choose a sole proprietorship, LLC or another entity, we will help you understand how to get the right business licenses along with understanding the state and federal taxes you need to manage.
Understanding how to protect your business and yourself with the correct business insurance is critical. You’ll learn about the various commercial insurance policies available and we’ll help you determine what’s best for you.
We’ll describe to you various financing options for your business, and then show you how to apply for the financing that makes sense for you.
Listen to what others who have attended this workshop have to say about the instructors and the program:
· Lays out the process of setting up a business in a practical and concrete layout.
· The whole workshop was great — the instructor was so willing to help and answered all my questions.
· The workshop information was well organized, well explained and all my questions were answered.
· Got very detailed info on business licensing.
SCORE’s Small Business Essentials Workshops prepares individuals to make the right decisions and create actionable plans when starting a small business. Whether you are starting a business on your own (one-person business) or a business with employees, we have the right set of workshops to help you succeed. All the workshops are about three hours in length and taught by experienced SCORE Mentors. See more information on these workshops here.
Presenter
This workshop is presented by SCORE Business Mentor Jack Stiegler. Jack has been volunteering for SCORE for over 20 years and during that time has helped hundreds of people start and operate their small businesses. He was an officer at a Fortune 500 company working in administration, accounting and information technology. Concurrently, he was a partner in a commercial landscape maintenance company. He has been an adjunct professor of business in the graduate school at City University. Jack has served on the board of directors of many for profit and nonprofit companies. He has an MBA from Xavier University in Ohio. You can learn more about Jack at his LinkedIn profile here: Jack Stiegler
KEY TOPICS
Business Plans/Startup Assistance
