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Posted on: February 23, 2021

Free Small Business Financial Training | Beginning March 15, 2021

Free Small Business Financial Training

  • Want to better manage your finances?
  • Confused about terms like: revenue, expenses, profit and loss, and financials?
  • Would you like to learn more in a supportive, step-by-step environment?

Join our free workshops via Zoom and Move Your Business Forward!

Register Today!

View our intro video for a brief overview

What to Expect

  • Learn how to access funding (grants and loans) and strengthen your business.
  • Learn how to use QuickBooks Online in a supportive environment.
  • If you don’t subscribe to QuickBooks Online yet, you will receive guidance before the first session on how to sign-up.
  • This training also includes a Business Bookkeeping Toolkit™ with terms/vocabulary, NMGRT tax-rate schedule, taxes infographic with due dates and bookkeeping FAQs.

Tentative Course Schedule

  1. Monday 3/15/2021 2p-4p Intro to Financial Concepts, Record-keeping & Taxes, QuickBooks  
  2. Monday 3/22/2021 2p-3:30p What do you sell? Products/Services and NMGRT 
  3. Monday 3/29/2021 2p-3:30p Understanding your Chart of Accounts  
  4. Monday 4/05/2021 2p-3:30p Accurately Categorizing Transactions  
  5. Monday 4/12/2021 2p-3:30p Reconciling Accounts (Checking/Savings/Credit Cards) 
  6. Monday 4/19/2021 2p-3:30p Deep Dive into Checking/Credit Card Accounts  
  7. Monday 4/26/2021 2p-3:30p Understanding Financial Reports (Profit & Loss, Sales Tax Liability) 

Each session will focus on one topic and participants can then work on their own data individually, guided by a coach. 

Each participant will be able to join a private break-out room to ask questions specific to their bookkeeping issue. 

Attending each training session will help participants get the most out of this course.   

Need help with Zoom?

It will be helpful to know how to join Zoom by computer, turn camera off/on, use Mute and join Breakout Rooms. Zoom details will be sent upon registration.

Click here for Zoom How-To Videos.

Presenter

julianna silva-presenterThis course will be taught by Julianna Silva. Julianna is committed to helping New Mexicans realize economic vitality through her work to support both small business ownership and policies that enable families to thrive. A graduate of the UNM Anderson School of Management, she forged her path in entrepreneurship from her own consulting practice and co-ownership of a family business. She offers small business owners compassionate listening and guidance to help them keep up with all things relating to owning a small business.

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