Workshops

Offer 14 Workshops


1. Understanding Tax Returns (specifically with SCH C)

This workshop will cover the basic understanding of a tax return and how taxes are formulated.  It will cover specifically what the individuals need to know to complete their taxes including a Schedule C (Profit or Loss from Business) correctly with what deductions are allowed and not allowed.  The workshop will also touch on the different types of business entities (Sole proprietor, LLC, Incorporations), and how those differ in tax implications.  We will also discuss the accounting needs throughout the year to avoid the stress of compiling the needed records in April.
 

2. Tools to use for Business Success
 
This workshop will outline 9 basic concepts to utilize to become a successful business owner.  Topics range from how to create your vision, using time wisely, Managing staff, setting specific goals and more.  
 

3. What is a Financial Statement
 
This is a basic workshop designed for someone that is looking into starting their own business; however, they do not know the first thing in regards to accounting or what will be needed come tax time or requesting an operating loan.  This workshop will teach participants how to develop a profit and loss statement, balance sheet, as well what these are used for.  


4. Being a small business owner what does that mean
 
Upcoming Soon


5. Accounting 101 for the business owner
 
​This workshop is a more in depth workshop from “what is a financial statement”.  In this series, we will teach how to manage your paperwork for your business, including accounts payable and accounts receivable.



6. Planning for college

Upcoming Soon


7. Identity Theft

Upcoming Soon


8. Personal Finance Basics

Upcoming Soon


9. The Debt Diemma

Upcoming Soon


10. Financial Planning Series (include workshops on: Assessing Personal Net Worth, Setting Goals, Budgeting, Investment Basics)

Upcoming Soon


11. Financial Planning for Servers

Upcoming Soon


12. Rental Properties

Upcoming Soon


13. Understanding Social Security and Medicare

Upcoming Soon


14. Preparing for End of Life Financial Issues

Upcoming Soon

 

 
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Contact us to see how our business can benefit you!