Schedule a Free QuickBooks Workshop for Your Clients or Members

Banks, Payroll Services, CPA Firms, Chambers of Commerce, Professional Organizations, Meetup Groups, Networking Groups, other small business service providers…

Fiscal Foundations is committed to helping small businesses build a firm fiscal foundation for success. We not only believe, we KNOW small business is the heart of our American economy and democracy, employing 58% of the workforce and producing 40% of the gross national product. Entrepreneurs are men and women of courage, commitment, ingenuity and initiative. They don’t sit back waiting for politicians or others to create their destinies or solve their problems. They know that making dreams happen is not the result of magic, but of putting their ideas, perseverance and resources on the line to bring their vision into reality. Small business is most likely to be the hero when it comes to getting the economy back on its feet and creating the job security we all so desperately need. Our company is committed to supporting that effort by providing the tools, training and services for setting up and maintaining the accounting systems that support small businesses in managing and growing their companies. Accounting is the “language of business”. The bottom line is—to succeed in business, you MUST understand accounting—thus our mission!

We offer three ways of helping:

1. Training, set up and customized bookkeeping services to client companies –

• New company set up with QuickBooks
• One-on-one or staff training in QuickBooks
• Training in small business accounting
• Customized bookkeeping support
• On-call remote or on-site support for QuickBooks problems/questions

2. On line training programs (in development) – ADD YOUR EMAIL ADDRESS TO OUR LIST to receive announcements of our complete online curriculum for small business accounting coming soon!

https://fiscalfoundations.com/contact-us/signup-for-email-notifications/

3. Our QuickBooks ProAdvisors volunteer their time to offer FREE QUICKBOOKS WORKSHOPS (TEXAS) through our own meetup.com group, http://www.meetup.com/Free-QuickBooks-Workshops/  and on behalf of other organizations and groups. In Minnesota, the meetup group address is http://www.meetup.com/Free-QuickBooks-Workshop/.

READ ON TO SEE IF THIS WOULD BE APPROPRIATE FOR YOUR GROUP…

AIMS OF THE WORKSHOP (Vary with topic and length of session)

• To reinforce how understanding accounting and setting up a good accounting system is critically important to small business success.
• To give small business owners (and nonprofit managers) a preview of how QuickBooks works and demonstrate its completeness of features to address all their accounting needs, and its user friendliness even for non-accountants.
• To acquaint business owners with areas of special concern and requirements, i.e. payroll tax deposit/reporting requirements/deadlines; sales tax reporting/paying (optional by state); year-end closing/readying books for CPA/tax preparation; 1099 preparation for subcontractors. Demonstrate how QuickBooks handles this tracking, report preparation, and reminders for deadlines.

GROUPS WHO HAVE SPONSORED OUR WORKSHOPS/TELENARS

• SCORE (Dallas, Minneapolis, St. Paul)
• Texas Business Centers – Denton, TX
• Women Venture – St. Paul, MN
• Minnesota Coaches Association – Twin Cities, Minnesota
• Alliance of Automotive Service Providers of Minnesota, Inc. – Upper Midwest
• SBA Resource Fair – Minneapolis, MN
• Science Museum of Minnesota’s Computer Education Center – St Paul, MN
• Messerli & Schadow PLLP (CPA Firm) – Minneapolis, MN
• Women in Small Business Fair – Minneapolis, MN
• Private Bank Minnesota – QuickBooks for Nonprofits, Minneapolis, MN
• ADP – Minneapolis, MN
• Press Gold Group (Payroll Services) – Minneapolis, MN
• Insperity (a Houston company formerly known as Administaff) – Minneapolis, MN
• Intelligent Office – Denver, CO
• Roper Insurance & Financial Services – Denver, CO
• Saint Paul College – St. Paul, MN
• African Economic Development Solutions – St. Paul, MN

SUGGESTED LENGTH OF WORKSHOP

• 2 Hours (have done up to 3 hours)

WORKSHOP FORMAT

• Informal, conversational style inviting participation and questions
• PowerPoint Slides as introduction and conclusion
• Live QuickBooks Demo with customized sample database if audience represents single industry
• Question and Answer session
• Recommendations for resources available to small businesses

SAMPLE WORKSHOP TITLES

• QuickBooks 101 – Managing and Growing Your Business with QuickBooks
• What You Need To Know To Start a New Business!
• Payroll Made Easy
• QuickBooks – An Essential Tool for Small Business Success
• Wrap It Up! – Closing Your Books at Year-End
• Collecting the Money You’re Owed – Effectively Managing Your Accounts Receivable
• Keeping It Simple and Achieving Results! – QuickBooks and Business Planning
• Managing Your Coaching Business with QuickBooks
• Know Your Numbers! – Understanding Your Financial Reports
• Managing Your Automotive Service Business with QuickBooks

FACILITIES

• Workshop Sponsor (That’s you!) provides room, handouts if desired, and refreshments. We provide complete presentation, handout masters for photocopying, slide projector, screen. (We can use Sponsor’s projector and screen if room is designed for audio visual presentations)

PROMOTION

• You send special invitations to your clients
• You publicize in any media you have available
• We publish the event on our website calendar and on our meetup.com website (unless a private workshop)
• We promote through social media including LinkedIn, Twitter and Facebook (unless a private workshop)\

LOCATIONS AVAILABLE

• Dallas and surrounding area
• Minneapolis St Paul and surrounding area
• Western Wisconsin

We also welcome opportunities to participate in webinars and telenars. Our clients often ask us for referrals to other small business service providers. We enjoy opportunities to develop cross-referral relationships that can benefit all our clients and further serve to support the small business community.