Join us for an immersive ONLINE 6-week financial workshop series designed to equip small business owners and entrepreneurs with essential skills and knowledge to effectively manage their finances. From mastering Google Drive and Sheets to diving into financial statements, budgeting, cash flow management, financing options, and tax planning, this series provides comprehensive guidance for financial success. This series of workshops meets once per week for two hours.

Workshop 0: Google Drive and Sheets 101
In this introductory workshop, learn the fundamentals of Google Drive and Sheets, the powerful tools for organizing files and managing data. Discover the essential functions, file creation and management techniques, basic formatting, and formulas for efficient financial operations.

Workshop 1: Introduction to Financial Management
Gain a solid foundation in financial management for small businesses. Explore the importance of tracking income and expenses, and understand the significance of financial statements. Learn to navigate income statements, balance sheets, and cash flow statements, while also discovering the basics of budgeting and forecasting.

Workshop 2: Creating and Managing a Budget
Discover the significance of budgeting and its role in driving small business success. Explore different types of budgets, including operating, cash, and capital budgets. Follow a step-by-step process for creating an effective budget and learn valuable tips for managing and adapting it as your business evolves.

Workshop 3: Cash Flow Management
Uncover the essence of cash flow management and its impact on business stability. Learn to distinguish between cash inflows and outflows, and discover strategies for effectively managing cash flow. Dive into cash flow forecasting and budgeting techniques to ensure the financial health of your business.

Workshop 4: Financing and Funding Options
Navigate the world of financing and funding options available to small businesses. Explore various avenues such as loans, lines of credit, credit cards, crowdfunding, grants, and venture capital. Understand the factors to consider when choosing the right financing option and learn how to prepare a compelling loan application.

Workshop 5: Tax Planning and Compliance
Demystify the complexities of tax planning and compliance for small businesses. Explore common tax deductions and credits, and gain insight into recordkeeping and documentation requirements. Learn how to effectively work with tax professionals and stay on top of your tax obligations while finding the best fit for your business.

Equip yourself with the financial skills necessary for success in today’s competitive business landscape. Join us on this transformative journey of financial mastery and take control of your business finances with confidence.

Instructor:

Danetha Doe

Danetha Doe is a writer, public speaker, Webby Award-winning TV host, and the founder of Money & Mimosas®. In 2022, she was named one of the top 100 most influential financial experts alongside Mark Cuban and Barbara Corcoran. Danetha was the original financial expert and TV host for Ashton Kutcher’s series on millennials and money which garnered over 20 million views during her season. She is a regular guest financial expert for Google and the U.S. Small Business Administration. Her sought-after financial tips have been highlighted in Fortune, TIME, the Wall Street Journal, Fast Company, and CNBC. Danetha has been recognized as a millennial thought leader by the Hong Kong Institute of CPAs, a millennial entrepreneur to watch by the office of Congresswoman Barbara Lee, and one of the best money experts for millennials by Yahoo! Finance. Danetha has a B.A. in Economics.

There is a new way to register! You can now register using your client profile. By setting up a client profile, you will not have to fill out the same personal information for each workshop you register for, making it faster and easier in the long run! 

a)  If you already have a Client Portal Profile, click the Register button below.

• In the Client Portal, go to the Calendar tab (top left) and select Financial Series: Mastering Business Finances (WBC), click enroll, answer the questions, and submit! You will receive a confirmation email with the Zoom link.

b) If you don’t have a Client Portal profile, create one at this link. Make sure to use the same email address you have used in the past with Renaissance. You may change it later, but this allows our system to recognize you. 

If you already have an intake form on file, you’ll see the Calendar tab in the top left.

If you do not, you will need to fill one out before you can see the Calendar tab. It may also ask you to update your information.  The user interface isn’t perfect, so make sure to scroll up and keep clicking “Continue” or “Sign” in order to complete the forms. If you have any problems during this, please contact Isla Covarrubias at wbc@rencenter.org.

Once the Calendar tab is visible, you can register by going to your profile’s calendar tab and selecting Financial Series: Mastering Business Finances (WBC), hit enroll, answer the questions and submit! You will receive a confirmation email with the Zoom link.

You can also watch this video that will show you step by step how to create the Client Portal

Client Portal Profile – DEMO

If you have any questions about the class or you have problems with creating a client profile, please do not hesitate to email wbc@rencenter.org!

Renaissance WBC is funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions, or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA. All SBA programs or cosponsored programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested, at least 2 weeks in advance. Contact: Isla, Isla@rencenter.org, (415) 348-6227