Financial Management Access Pass: Small Business Financial Readiness (Online Workshop)
This Access Pass is designed to help you develop a financial management system that will support your business in financial matters. Your participation will include the development of a financial management plan and provide access to several opportunities to strengthen your bookkeeping abilities. The first step is to attend the Small Business Financial Readiness workshop which would provide the foundation for financial management. Don’t wait until tax time to put your financial information all together rather tackle bookkeeping each month. After the Small Business Financial Readiness workshop, you will meet 1×1 with the instructor to develop a financial management plan to support a more effective business financial recording keeping system. All training and support are virtual and/or by phone.
The first workshop takes place on November 16 from 10am-11:30am. Click here for information and registration.
If you are unable to register for this program because registration is full or if you need assistance, contact the SBDC for assistance: sbdc@uwlax.edu, 608.785.8782.
Additional instruction & support:
Participants may access monthly bookkeeping sessions; additional recordkeeping workshops, the Financial Management Series, or QuickBooks Online (QBO) training. All supplemental support is at the option of the program participant.
Target participants:
This pass is ideal for business owners and staff who want to gain knowledge in and develop a better bookkeeping system by developing a financial management plan and dedicating time each month to keeping books up to date. Bookkeeping is a large task for most small business owners. This financial access pass will assist the business in the development of a suitable financial management foundation to foster confidence in and better ensure success with financial recordkeeping and management.
Expected learning outcomes:
· Gain an understanding of financial recordkeeping protocols;
· Become aware of financial record-keeping options to track business activities
· Be able to identify a suitable financial recordkeeping system for business use; and
· Establish a financial management plan to assist with more effective business financial record-keeping.
A confirmation email will be sent prior to the program starting. If you don’t receive confirmation, please check your junk/spam/promotions folder(s) or contact the SBDC for assistance: sbdc@uwlax.edu or 608.785.8782. Should circumstances arise that change program dates or its activities, the program provider, UW-La Crosse SBDC, will contact the program participants.
MSBB Training Project Eligible – The fee for this program is paid on your behalf as an eligible participant, but your attendance is required. If circumstances arise that change your availability, please contact sbdc@uwlax.edu or call 608.785.8782 so other participants may attend.
Participating Organizations: The U.S. Small Business Administration, UW Office of Business and Entrepreneurship (OBE), the Wisconsin Small Business Development Center (WSBDC) network, and the Wisconsin Economic Development Corporation (WEDC).
Please only register if you are available and plan to attend, so the provided funding can assist as many small business owners as possible.