Upcoming Events & Workshops

  • Apr 14, 12:00 PM – 12:30 PM
    Zoom
    Many businesses have "sold their way into bankruptcy" because they did not consider how they would actually get paid for the work they provided to a customer. This webinar will provide you with best practices to ensure that your sales contracts are optimized for cash flow.
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  • Apr 27, 12:00 PM – 3:00 PM
    Zoom
    Nonprofit Fiduciary Duty Workshop
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  • Apr 28, 12:00 PM – 12:30 PM
    Zoom
    Sales tax is a highly complicated topic…and unfortunately one that small businesses cannot escape from. Learn the basics of sales tax in this webinar and how to track and record them in QuickBooks.
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  • May 12, 12:00 PM – 12:30 PM
    Zoom
    Your business is a great tool that you can...and should...use to achieve your personal financial goals (even if you run a non-profit). This webinar will help you make sure that your business goals are strategically aligned to help you achieve your personal goals.
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  • May 26, 12:00 PM – 12:30 PM
    Zoom
    This presentation will dive into the purpose and power of reconciling, so you can be assured that the information you get from your bookkeeping system can be relied on.
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Previous Event Recordings

Missed one of our live events / workshops / webinars?  No worries! 

Access a recording of the event you missed:

How to complete the PPP forgiveness application step-by-step; a complete guide.

Did you recently apply for or receive PPP funding? The SBA recently released the loan forgiveness application. Join our experts on a line by line walk through of how to complete the application to maximize your forgivable amount. 

Where Can I Get Money During COVID-19

The Federal government, most state governments, some local governments, and a handful of private foundations have stepped forward to offer their financial assistance to small businesses and small non-profits affected by the COVID-19 pandemic.

 

Join us on this special webinar as we explore the finance options that are available to you, explain the criteria for each option, and help you decide how to move forward.

Start Using

QuickBooks Online Now

In a hurry to start using QuickBooks Online?  Learn the top three things you need to start using QuickBooks RIGHT NOW.  This is a short course designed to help small business owners and non-profit leaders take the first step in getting their finances in order.

How to Make Sure Your SBA Loan is Forgiven

Did you recently apply for and get funding as a result of the numerous programs for COVID-19 also known as the Coronavirus?


It is important to make sure you are protecting yourself, your business or nonprofit, and those around you.


You need to make sure you are not only properly spending the funds, you also need to ensure you are accounting for them.


Be sure to watch this webinar to learn some tricks that will save you time, effort, and energy down the road.

U.S. Chamber of Commerce + Inc. Magazine National Small Business Town Hall

The federal government has acted, and $350 billion in loans are now available to help small businesses impacted by the coronavirus.  Businesses now are challenged to understand the lending process, and then act to take advantage of this emergency aid.

Manny Cosme, President of CFO Services Group, was invited to be on the panel of experts to discuss the funds available to small businesses and non-profits.

New Business

Crash Course

This webinar is going to show you all the steps that you need to take to start up your business properly.  I’ve taken this complex topic and broken down all the tasks into bite-sized pieces to make it easy for you.

SBA Stopped Funding...

Where Do I

Get Money Now?

The SBA has announced that funding for the Economic Injury Disaster Loan (EIDL) and the Paycheck Protection Program (PPP) loan has stopped.

If you did not get a chance to submit an application...then you may be out of luck!

But don't worry. There are other options available to you.

Join us on this FREE webinar to discuss what you can still apply for and money you can still access.

Disaster Planning In Uncertain Times

True entrepreneurs (and that includes non-profit leaders by the way) step up to the plate when times are tough and recognize opportunity in the face of disaster.  They also plan for disaster well ahead of time and know what to do when the proverbial “stuff hits the fan.”  As your Chief Financial Officer, it’s my duty to help you recognize opportunities, pivot around any obstacles that present themselves, and gather whatever resources you need to weather this storm and come out stronger than ever.

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