Thursday June 1, 2017 10:15am to 2pm EST

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Science, Industry and Business Library (SIBL) 
188 Madison Avenue
Between East 34th and East 35th Streets
New York, NY 10016

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SCORE NYC Workshop Committee 

Accounting and Finance Basics for Entrepreneurs 

Tools you need to plan your business's finances

Who should attend?
For start-ups as well as those in mature businesses who want to learn about accounting and finance for new and existing business owners.

Listen to what participants say about this workshop:

“Perfect in providing basic information with stories to clarify”. “I learned a ton. Speakers were also a lot of fun.” “Good, real-life stories.”


It’s not possible to operate your business without the ability to account for dollars received and dollars spent. You can protect your assets by setting up financial goals and comparing them to actual results to see how well you are forecasting the direction of your business.

This workshop will describe the financial and accounting tools and techniques to ensure your business is and will be on a sound footing.

At the end of this workshop you will be able to:

  • Outline the process for developing a business plan, including cash flow forecasting method and concepts
  • Describe the importance of FICO scores and their relation to your company’s debt
  • Summarize the bookkeeping process
  • Discuss the basic functions of accounting software
  • Describe how to plan and control cash flow  

After the workshop, put the training to work. Schedule a free follow-up discussion with a SCORENYC Mentor to get you started.

Facilitator and Instructor:  Alan Fishman, CPA
Business consultant providing financial, tax and operational advice to businesses of all types and sizes. Developing business plans and entity structure is an area of high interest and involvement. 

Past and current industry experience includes medical services, wholesale food distribution, professional services (architectural and engineering firms), restaurants (single and multi-unit full service, fast food and franchised stores), real estate (residential and commercial rental), ad-specialty promotions and manufacturing.

Instructor:  Bernadette H. Schopfer, CPA

Bernadette H. Schopfer brings decades of tax consulting expertise to serving as business advisor for her clients’ tax needs. She is currently a Partner and Director of Taxation at Maier Malloy, and Justic, LLP, where for 15 years she has specialized in translating increasingly complex tax laws into everyday English her clients can understand. Before joining Maier Malloy Justic, she worked in the tax and accounting field for 20 years, including 6 years at Ernst & Young in increasingly responsible positions such as Tax Manager in their Entrepreneurial Services Practice.

Bernadette received a Masters of Science in Taxation from Pace University. She is a member of the American Institute of Certified Public Accountants and the NY State Society of Certified Public Accountants where she also serves on the Accountants’ Estate Planning Committee.

Instructor: Robert Moses, CPA

Robert Moses has worked as a CPA for 35 years, finishing his career as head of corporate taxes at Sony Corporation, specializing in domestic and international tax planning. Bob’s career included Price Waterhouse and being head of  tax departments in the oil and gas sectors as well as the entertainment industry, including Columbia Pictures. As a SCORE NYC Mentor, he has specialized in writing business plans and obtaining small business financing for small businesses. He has also given accounting and finance seminars for SCORE and for the New York State Society of Certified Public Accountants (NYSSCPA). He holds a BS degree from Union College and an MBA from Baruch College.

Workshop Fees:  Online Registration $59. Walk-ins $69.

There is a $10 discount on all Student and SEAP registrations
(valid ID must be presented at the door; bring SEAP form to workshop).