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Your Financial Playbook for Business Success (3-Part Series)

January 30, 2025 @ 6:00 pm - 8:00 pm
$30

3-Part Series: January 30, February 6 & 13 from 6pm-8pm

*Participants must attend all in-person sessions*

 

This 3-part workshop series is your ultimate financial playbook for success. Learn to build a strong foundation with financial statements, stay organized with bookkeeping strategies, and harness QuickBooks to turn insights into strategic action.

Session 1 on Jan. 30: Build Your Financial Foundation

  • Learn the basics of reading financial statements
  • Choose the right legal structure for your business
  • Simplify your taxes with insider tips

Speaker: Diana Gerardes, EA, Tax Professional, Freedom Financial Solutions

Session 2 on Feb. 6: Bookkeeping Basics

  • Learn why accurate bookkeeping is essential for growth
  • Practical strategies to keep your books organized
  • Avoid common bookkeeping pitfalls

Session 3 on Feb. 13: Quickbooks Essentials

  • Monitor your business finances in one place
  • Track sales, expenses, and payments in real-time
  • Use reports to plan for success

Speaker: Ken Mann, Quickbooks Certified ProAdvisor, Profit & Growth Expert, Freedom Financial Solutions


Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.  Contact the Women’s Enterprise Development Center Inc. at 914.948.6098.

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.

Financial Sprint

Details

Date:
January 30, 2025
Time:
6:00 pm - 8:00 pm
Cost:
$30
Event Category:
Website:
https://www.vistashare.com/forms/v2/intake/41ac96f0afbe4e599c9743b9659de809/

Organizer

Cynthia Marsh-Croll
Phone
(845) 363-6432
Email
cmarsh-croll@wedcbiz.org

Venue

Think Dutchess Alliance for Business
3 Neptune Road, Suite A21
Poughkeepsie, NY 12601 United States
+ Google Map
Phone
(845) 463-5400
View Venue Website
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