This introductory workshop teaches entrepreneurs how to set up the essential financial systems their business needs to stay organized, compliant, and financially healthy. Participants learn how to structure accounts, track income and expenses, manage cash flow, and choose the right financial tools for their business — including QuickBooks Online, free/open‑source platforms, and simple spreadsheet systems. The session is designed to reduce overwhelm and help business owners confidently choose a financial system that fits their budget, comfort level, and business model.

This workshop is held virtually

Understand your funding options and prepare for future growth.

Many businesses start small and grow over time. As your business develops, you may need additional resources to purchase equipment, manage inventory, invest in marketing, or support expansion.

This course will help you understand what banks and other lenders look for when reviewing small business financing requests, what information you should have prepared, documents you will need, and the different funding options available to you. We’ll also discuss how to recognize potential red flags and avoid lending options that may not be the right fit for your business.

Learn how to better prepare for financing conversations and make informed decisions as your business grows.

This session introduces entrepreneurs to the core elements of building a strong business foundation, including defining their value proposition, identifying their target customer, and outlining a simple, actionable business plan. Participants learn how to clarify their business direction and set realistic goals. The workshop is designed to help new and existing business owners gain confidence and structure as they move toward growth.

This workshop is held virtually

This workshop focuses on practical financial skills every small business needs: cash flow management, budgeting, forecasting, and basic operational systems. Participants learn how to understand their numbers without anxiety and how to make informed decisions using simple financial tools. The session is ideal for entrepreneurs who want to strengthen their financial foundation, improve cash flow stability, and reduce stress around bookkeeping and operations.

This workshop is held virtually