Workshops & Webinars

Time Money Optimization™

A Balanced Approach to Financial Health, Sustainability, and Growth for Small Business Owners.

In this 3-hour workshop or 2-hour webinar for self-employed people and those considering self-employment, we take an incisive look at how we spend our time and money and how that directly impacts both our financial sustainability and progress toward achieving our larger goals. We will explore the difference between being busy and being intentional, and how being proactive instead of being reactive will help us gain and maintain control over our lives and help to reduce and manage stress. We discuss strategies for shrinking the gap of frustration between our expectations and our reality by taking emotion out of our decision-making. We learn to design systems, build structure, develop rules, and create accountability that will make both our business and ourselves results-driven and successful. We end with a clearer vision of how to realize our dreams, the reason we went into business in the first place.


QuickBooks™ as a Tool

Helping Entrepreneurs Understand the Big Picture of Business Processes and Financial Oversight.

In this 3-hour workshop or 2-hour webinar, we first explore the many misconceptions and misunderstandings about finances and the need to understand the “why” and not just the “how” of QB Online and Desktop. We then discuss which financial tools are right for your particular business. Next, we dive into the nuts and bolts of QB, explaining basic transactions, reconciliations, and basic accounting principles. We review helpful reports and understand the tools we use to make good operating decisions. We conclude with a review of how and when to delegate financial tasks as well as the importance of internal controls.


Adding Value to QuickBooks™

Equipping Bookkeepers to Optimize Skills, Recognize Opportunities, and Drive High-Value Impacts.

This 3-hour workshop or 2-hour webinar is designed to educate the financial technician: the employee or the independent bookkeeper directly supporting and executing the financial responsibilities of small business owners. We discuss how to develop and maintain efficient, cost-effective financial systems that facilitate quality communications with the business owner. We will also explain how today’s financial technicians can – and must be proactive to support bottom line profits rather than reactive as overhead costs.