Loans to small businesses are available from different lenders, which will be discussed. Many small business owners finance their business start up and capital expenses from personal resources; we will review potential sources of capital for your business.
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Registration Information
Registration Fee: $45.00
Veterans: Free admission is available for this class. Click Here for details.
Walk-ins: If space allows, you can register at the door and pay via PayPal or credit card.
Be sure to complete registration fully. Print out the ticket and bring it to class as proof of payment or save the confirmation email on your mobile device and bring it with you.
Seating is Limited. This class begins promptly at 11:00AM so please arrive by 10:45AM to sign in and get seated.
If you have trouble registering, send an email to info@svscore.org
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