When

Monday, November 2, 2020 from 9:30 AM to 12:30 PM PST
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Where

Video Conference Class 
Online
Santa Clara, CA 95054
 

 
Driving Directions 

Contact

SCORE Silicon Valley 
SCORE 
408-453-6237 
info@svscore.org 
 

Small Business Accounting - 11/02/2020 - C0405 

Accounting and finance basics for small businesses.

Understanding accounting for small businesses is one of the keys to growth and success of your business, and our regular seminars can provide you with the accounting knowledge you need. You don’t have to be an accountant to keep the financial records of your business, but you do have to understand the principles of accounting and how to use those numbers to help your business grow and prosper. Keeping current and accurate financial records will help make “tax time” a little less anxiety producing. This class will help you understand those accounting "buzz words" that accountants use to talk about your business health. Learn how to easily create an income (profit and loss) statement, a balance sheet, and a cash flow forecast. Learn to understand what all of the financial records mean. This business seminar will also show you how to maintain tax records as simply as possible ever with changing tax regulations. You will learn how to help make business decisions directly from your financial numbers.

Key Topics:

  • Basic Financial Terms
  • Basic Financial Records
  • Cash Flow Budgeting
  • Ways to Control Cash
  • Why Keep Records
  • Setting Up Your Records

Learning Outcomes:

  • How to read and understand your financial statements
  • Estimating your cash flow needs
  • How to make a realistic budget
  • Why you need to keep records
  • What records are important to keep

What People Are Saying About This Class:

  • “Great tips and anecdotes to elucidate the practical points”

  • “Fantastic presentation and great examples. A must class to attend”

  • “I liked the information on contractor vs. emplo

  • "It was awesome!  I took an accounting class at San Jose State and wish they would have given us a presentation like this instead of treating it more like a math class!"

  •   "More great information from SCORE to help me establish my business.  "

 

Registration Information 

Registration Fee: $55.00

Veterans: Free admission is available for this class.  Click Here for details.

The password protected link to join this class will be included in your registration confirmation email.

If you have trouble registering, send an email to info@svscore.org

      

About The Course Instructor:

Bill Oakes

Bill has over 25 years of experience as a small business owner in Silicon Valley. BIll's business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.
Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. 
Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP Certified Financial Planner
He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science