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August 2024
Mastering Cash Flow Management: Strategies for Small Business Owners
Discover the essential art of mastering cash flow in our upcoming webinar! Dive into the crucial strategies and practical tips you need to monitor, improve, and forecast your cash flow effectively. From understanding the fundamentals to implementing advanced techniques. Plus, receive a customizable cash flow template to kickstart your financial success! Key Topics Include: Mastering Cash Flow Basics Advanced Cash Flow Forecasting Techniques Proven Strategies for Managing Receivables and Payables Q&A Session Presented by Financial Advisor: Eric Quick *The WEBINAR…
Find out more »Leveraging Technology for Business Efficiency: Tools and Tips
Discover how technology can support the growth of your small business. In this webinar, we'll cover the latest tech tools and trends, providing you with the knowledge to navigate digital transformation, choose appropriate software, and secure your data. You'll gain practical insights into implementing technology solutions and understanding their benefits. Stay informed on the tools that can help your business adapt and grow in today's digital landscape. Key Topics Include: Digital Transformation Strategies Choosing the Perfect Software for Your Needs…
Find out more »September 2024
Fall Financial Planning: Setting Your Business Up for Success in Q4
Get ready to take control of your financial future with our webinar designed to empower you for 2025. We'll dive into the essentials of crafting effective financial plans and budgets, setting you up to achieve your goals with confidence. You'll learn how to set realistic financial targets, keep a close eye on your spending, and make smart adjustments along the way. Plus, we'll help you reflect on your 2024 performance, giving you a clear perspective on where you stand and…
Find out more »How To Be Loan-Ready Workshop
In this "How to Be Loan-Ready" workshop, you'll learn not only how to secure funding for your business but also how to use that capital strategically for growth. We'll discuss when taking out a loan is the right move for your business and ensure you're fully prepared for the loan application process, whether you're just starting out or looking to expand. You’ll learn: Funding Business Growth: Discover the best strategies to secure the capital you need to expand your business. Understanding…
Find out more »Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »Maximizing Profitability: Cost Control and Expense Management
Take charge of your business's financial health by mastering the art of cost control and expense management. In this webinar, you'll learn how to conduct a thorough cost analysis of your current offerings and align them with your desired profit margins. We'll guide you through pinpointing savings opportunities and implementing practical cost-control measures that drive profitability. Whether you're looking to streamline expenses or boost your bottom line, this session has the insights you need. Key Topics: In-depth cost analysis Effective…
Find out more »October 2024
How To Be Loan-Ready Workshop
In this "How to Be Loan-Ready" workshop, you'll learn not only how to secure funding for your business but also how to use that capital strategically for growth. We'll discuss when taking out a loan is the right move for your business and ensure you're fully prepared for the loan application process, whether you're just starting out or looking to expand. You’ll learn: Funding Business Growth: Discover the best strategies to secure the capital you need to expand your business. Understanding…
Find out more »Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »November 2024
Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »December 2024
How To Be Loan-Ready Workshop
In this "How to Be Loan-Ready" workshop, you'll learn not only how to secure funding for your business but also how to use that capital strategically for growth. We'll discuss when taking out a loan is the right move for your business and ensure you're fully prepared for the loan application process, whether you're just starting out or looking to expand. You’ll learn: Funding Business Growth: Discover the best strategies to secure the capital you need to expand your business. Understanding…
Find out more »A Mindset for Success in 2025: Building Grit, Resilience and a Growth Mindset For Your Business
The business landscape is evolving rapidly, and success in 2025 will require more than just strategy—it demands the right mindset. Join us for an empowering webinar designed to equip small business owners and leaders with the tools to thrive in the face of challenges and uncertainty. In this session, you’ll learn how to: Cultivate grit to persevere through tough times and stay committed to your goals. Build resilience to bounce back stronger from setbacks and adapt to change. Embrace a growth mindset to unlock innovation, continuous…
Find out more »January 2025
Cash Flow Magic: Transform Your Finances!
Transform your financial game with our fun and informative webinar, “Cash Flow Magic: Transform Your Finances!” Join fellow small business owners in discovering the magic of cash flow management. We’ll cover key topics like budgeting, forecasting, and cost control to help you make the most of your money. This engaging and interactive session is designed to provide you with the knowledge and confidence to drive your business forward. Register today and let’s make financial magic happen! Q&A Session Presented by…
Find out more »Unlocking The Profitability of Your Small Business
Join us for an insightful webinar where we delve into the intricacies of small business costing and pricing strategies. Discover how to accurately calculate costs, set competitive prices, and maximize profitability for your business. Introduction To Effective Pricing & Terms - Brief overview of the importance of effective costing and pricing for small businesses Understanding Costs - Types of costs: fixed, variable, and semi-variable - Costing methods: absorption costing vs. variable costing - Identifying direct and indirect costs - Case…
Find out more »June 2025
Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »July 2025
Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »August 2025
Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »September 2025
Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »October 2025
Cash Flow Model
A simple financial model can be created using your company's financial data (historical and/or forecasted). CFOs and financial analyst use financial 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 process…
Find out more »November 2025
Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »December 2025
Should You Be Charging Sales Tax – What You Need to Know!
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
Find out more »Cash Flow Model
A simple financial model can be created using your company's financial data (historical and/or forecasted). CFOs and financial analyst use financial 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 process…
Find out more »February 2026
Small Business Math: The Metrics Every Owner Must Know
Running a business means making decisions with numbers — but you don’t need to be a CPA to do it well. This session breaks down the essential math every small business owner should understand, including pricing, margins, break-even points, and simple forecasting. You’ll learn how to use basic math to avoid cash surprises and make smarter day-to-day decisions. Presented by Business Advisor: Eric Quick *The WEBINAR will be conducted via ZOOM. Instructions to connect via ZOOM will be sent out…
Find out more »March 2026
Cash Flow Fundamentals: Keeping Your Business Alive
Profit doesn’t equal cash — and many businesses fail because they run out of money, not customers. This webinar explains how cash actually moves through your business, why timing matters more than totals, and how to spot cash flow problems before they become emergencies. You’ll leave with practical tools to manage inflows and outflows so your business can survive and grow. Presented by Business Advisor: Eric Quick *The WEBINAR will be conducted via ZOOM. Instructions to connect via ZOOM will…
Find out more »April 2026
Business Metrics: How Do I Know If I’m Doing Well?
Sales alone don’t tell the whole story. This session helps business owners identify the key metrics that truly measure performance, from gross margin and customer acquisition costs to overhead and profitability trends. You’ll learn which numbers matter most for your type of business and how to use them as early warning signals — not just rear-view-mirror reports. Presented by Business Advisor: Eric Quick *The WEBINAR will be conducted via ZOOM. Instructions to connect via ZOOM will be sent out to…
Find out more »May 2026
Profit & Loss vs. Balance Sheet: What’s the Difference and Why It Matters
Financial statements can feel like a foreign language, but they tell a powerful story when you know how to read them. This webinar explains the difference between a Profit & Loss Statement and a Balance Sheet, what each one reveals about your business, and how they work together. You’ll gain confidence using these reports to understand financial health, not just to file taxes. Presented by Business Advisor: Eric Quick *The WEBINAR will be conducted via ZOOM. Instructions to connect via…
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