2025 QuickBooks Online
Join us for a comprehensive four-week QuickBooks training course, with Week 3 designated as a self-paced learning module. Led by Bridget Miller, a CFO with over 17 years of experience with several large nonprofit healthcare organizations and as a public accountant. She has been repeatedly praised for her ability to make accounting relatable to non-accountants and enjoys teaching basic accounting concepts. This course is designed to simplify what may initially seem overwhelming. With years of experience in QuickBooks, Bridget will guide you through the essential features and functions, offering valuable insights to enhance your proficiency. Take advantage of this unique opportunity to learn from an expert in the field.
October 16th | Financial Planning for Businesses
The main focus on this presentation is to educate business owners on the different opportunities available to them for financial planning. I?ll explain why financial planning is useful for a business, and how owners can capitalize on unique perks available to them. Then, I?ll walk through the chalenges that owners run into while trying to plan thanks to all the things they must balance while running a business. Finally, I?ll outline a few different types of businesses in their development stages, and use real-world examples that highlight how different planning elements can be used. Key Takeaways: Business owners have many opportunities to improve their financial situation. Businesses at every level need to look at financial planning. There are a lot of professionals helping owners achieve success in their business, and a financial planner is there to help the owner make sense of it all Can?t attend? Register anyway and we?ll send you the recording!
Calling All Vendors
Miletta Vista Winery Annual Open House – Vendor Tables Available
2025 Fall Snap & Boost
The Snap & Boost program is a 7-week training experience designed to provide insight to both new and existing businesses to acquire fundamental knowledge and assistance towards creating a useable business plan and strong financial projections.
2025 QuickBooks Online
Join us for a comprehensive four-week QuickBooks training course, with Week 3 designated as a self-paced learning module. Led by Bridget Miller, a CFO with over 17 years of experience with several large nonprofit healthcare organizations and as a public accountant. She has been repeatedly praised for her ability to make accounting relatable to non-accountants and enjoys teaching basic accounting concepts. This course is designed to simplify what may initially seem overwhelming. With years of experience in QuickBooks, Bridget will guide you through the essential features and functions, offering valuable insights to enhance your proficiency. Take advantage of this unique opportunity to learn from an expert in the field.
October 23rd | Designing a Calendar That Works for Your Business
In the second session, we shift from insight to implementation. You?ll learn how to take control of your schedule by setting clear priorities, creating healthy boundaries, and eliminating timewasters. We?ll introduce tools and planning techniques specifically for small business life?where flexibility and focus both matter. Learn how to make time for big-picture goals while still handling the day-to-day. Walk away with a personalized scheduling framework that helps you lead your business with confidence and intention. Key Takeaways: -Create a realistic, flexible scheduling system based on your business?s needs. -Learn to prioritize tasks that drive profit and progress. -Practice boundary-setting with clients, staff, and yourself. -Get tools to reduce firefighting and regain control of your calendar. Can?t attend? Register anyway and we?ll send you the recording!
Calling All Vendors
Miletta Vista Winery Annual Open House – Vendor Tables Available
