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KPIs for Your Business

Learn how to identify and prioritize the Key Performance Indicators for your business. Save time by removing unnecessary workflows and digitizing operational data relevant to your business. Begin the landscape analysis that could help the future growth of your business. Learn about the resources used by successful companies to become competitive. Test it out this holiday season and build on it for 2024 to help grow your business.

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Bookkeeping (Part 1)

As the first of a two part bookkeeping series, this first session will cover the basics of choosing a bookkeeping system, getting transactions into the system, and basic categorization to help you build a Profit and Loss Statement.

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Intro to Financing Options

Join us for an enlightening webinar, "Intro to Financing Options," presented by Citi on October 24th at 4:00 PM ET. Discover a wide array of financing options, from personal loans to business lines of credit, and gain insights into how to make informed financial decisions that align with your goals. Our expert speaker will break down complex financial concepts into simple, actionable steps, empowering you to take control of your financial future.

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Breaking Barriers: Accessing Capital as an ITIN Holder/ Acceder al capital como titular de un ITIN

Únase a nosotros para un seminario web con un panel distinguido. En esta interesante sesión, nuestros panelistas brindarán perspectivas expertas y compartirán ideas valiosas sobre diversos aspectos de la banca, las finanzas y el panorama financiero en evolución específicamente para los titulares de ITIN.

Aspectos clave del seminario web:

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Insurance Basics for Entrepreneurs

Duration: 1 hour

Presenter: Stockbridge Risk Management

Join us on September 21st, 2023, at 4:00 PM ET for a webinar on insurance basics tailored specifically for small business owners. Presented by Stockbridge Risk Management, this one-hour session aims to equip entrepreneurs with the essential knowledge and tools needed to protect their businesses effectively.

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Employee Retention Credit

This webinar will cover the following:

  • Provide Overview of the Employee Retention Credit (ERC)
  • Discuss Key Areas of ERC Compliance
  • List Characteristics of Potential ERC Fraud
  • Describe Ways to Report Potential ERC Fraud & Steer Your Clients Away From It
  • Plus, a live Q & A