Accounting, bookkeeping, and tax workshop

Know Your Numbers. Grow Your Business.

Strengthen your financial foundation and prepare your business for growth. This hands-on workshop will help business owners improve bookkeeping practices, understand financial statements and business taxes, manage cash flow, and organize the financial documents needed to pursue funding opportunities.

What You Will Learn:

• Bookkeeping fundamentals, chart of accounts, and recordkeeping best practices
• How to read Profit & Loss, Balance Sheet, and Cash Flow statements
• Budgeting, cash flow forecasting, and financial planning
• QuickBooks, Excel, and Google Sheets basics for financial tracking
• Business taxes, EINs, deductions, and year-end tax readiness
• What lenders and funders look for when reviewing a business for capital

Who Should Attend:

Business owners, entrepreneurs, startups, and nonprofit leaders who want stronger financial systems and greater readiness for growth and capital.

You Will Leave With:

A clearer bookkeeping process, stronger tax and financial-statement knowledge, a cash-flow planning framework, and a capital-readiness document checklist.