Do you want to learn what your business financials tell about the health of your business? Join Pamela Lee, owner of Accounting & Automation Solutions and Senior Business Analyst at Bank of the West, for a 2-hour hands-on session. We encourage participants to bring their financials, or better yet, access to their financials via their online bookkeeping package, so we can slice & dice and talk about hard facts specific to their situation.

Pamela Lee is a senior-level professional with wide-ranging experience in management, operations, human resources, technology, accounting and auditing, project management, communications, customer service, and development. Has worked with smaller nonprofits (20+ years with nonprofits having revenues up to $500K) to established corporations (30+ years in public accounting and banking) to startup organizations (10+ years). Has owned her own bookkeeping and accounting firm for over 8 years.

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 Office hours: What Do Your Balance Sheet and Income Statement Tell You? (WBC 5/23/22), 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 Office hours: What Do Your Balance Sheet and Income Statement Tell You? (WBC 5/23/22),  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!

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