Get Financially Fit

TBD am/pm (PST)

Coming Soon

We are customizing our Summer and Fall Workshops.

Summer Date TBD


Are you a first-time Entrepreneur wanting to start your first business but don't know where to begin?

Do business financials scare you?

Are you overwhelmed when it comes to numbers?


Here’s what can happen when you decide to move forward with getting your business financial records in order...

  1. Less stress on you and staff!
  2. More time to focus on generating revenue.
  3. Sense of peace that the records are straight!
  4. Confident the records can be view by the bank and investors.
  5. The business will get the best tax advantage possible from your records.


Course Objectives

Understand why finances are important

Create an action plan on how to manage business finances

Complete a sample grant or business loan application by end of workshop to use as a reference when applying for capital investment


You will finish this course having:

  • an understanding of common accounting terms
  • a completed Workbook (Playbook) on how to execute managing your business finances
  • a Business Logic Model you can use for potential new hires, investment lenders, and vendors
  • your personalized Accounting Checklist - recordkeeping, bookkeeping, and accounting tasks for your business
  • an estimated Cash Flow statement for your business or business startup
**This is a free course designed for small business owners with limited time and financial resources for professional business development. To receive the highest level of benefit from this course, we have these guidelines:
1. You must commit to one session each week for your business development and attend virtually or in person.
2. Once registered, you will not be able to switch between workshop days (if applicable) due to limited seating.
3. There are no "make up" dates for missed sessions and no recordings distributed as these are live, private meeting sessions.
4. Please bring your personal laptop to in-person meeting.
5. You will need a stable and strong internet connection for virtual attendance. Once registered you will receive an email with further instructions.

Please fill out the form below to join:

Get Financially Fit on Wednesdays (3/9/22-4/13/22)

Get Financially Fit is a free "Hands-on" workshop series for business owners to work on their unique business concerns and have a private space to ask questions related to their business.
Contact Information(Required)

Work Address(Required)
Home Address(Required)
Shipping Address(Required)

Where would you like us to mail your workbook?(Required)
Do you prefer to meet in person or virtually?(Required)

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