SBDC Template

Financial Track

Want to master the financial aspects of your business? Here's how we can help...
This workshop series is designed to empower entrepreneurs to manage their business's financials. Delivered by expert practitioners, these lively workshops and roundtables will give you practical tips and resources to help you grasp various financial concepts in your small business. The workshops are designed to work in tandem with the one-on-one free and confidential consulting that SBDC offers. You will learn various concepts, strategies and tools in this track that will supplement the free resources and consulting available to you.


a series of workshops empowering entrepreneurs to manage business finances


Developing a Solid Financial Plan
Learn how to increase revenue and lower expenses in order to set your business on a path toward financial soundness. In this workshop we will learn how to calculate break-even, determine an appropriate pricing strategy, determine COGS (cost of goods sold), budget, find industry standards, and more! This is a working session...we encourage you to bring your laptop with Excel or similar financial software if possible. Although it's not necessary, doing so will allow you to leave with actual financial calculations completed!
(2 hours)

Basics of Bookkeeping
This workshop is designed for the entrepreneur with little or no experience in business accounting, and is taught by a local CPA. The workshop will cover functions of record keeping: cash versus accrual systems, recording transactions, revenue, expenses, and depreciation, accounts payable and receivable, and more.
(3 hours)

Tax Planning Essentials
This workshop is a realistic starting point for small businesses wanting to strengthen their understanding and mastery over their business taxes. 
(3 hours)

Understanding Financial Statements
This interactive roundtable provides a top-line view and understanding of the key financial statements that need to be understood to be a successful business owner, including Balance Sheets, Income Statements, Cash Flow Statements, and helpful ratio calculations.
(3 hours)


  • QuickBooks Desktop (Part 1 & 2)
  • QuickBooks Online (Part 1 & 2)
  • Xero Software Training
  • Funding Options for Starting or Growing Your Business

  • More

(Note: each class is offered once per quarter. If you don't see one you're looking for, please call 719-667-3820 to find out the next time it will be offered.)


  • Darrell Fleck

    Darrell Fleck

    General Business Consulting, Financial Analysis, Franchising

  • Robin Roberts

    Robin Roberts

    Financing, Financial Analysis

  • // FAQs:

    Can't make it to the next scheduled workshop? Utilize our free e-learning videos or email us to purchase the recorded session (if available).

    Want to go straight to free consulting? If you are an existing business, you may register for consulting immediately. It is highly recommended that you take advantage of our free one-on-one consulting after taking relevant classes so that the specific needs of your business can be addressed in a confidential setting. Here is a list of SBDC consultants/mentors.

    Want to cancel a class? Cancellations or transfers must be made at least 24 hours in advance. In respect of the speakers' and other attendees' time, please email us or call 719-667-3803 at least 24 hours in advance should you need to cancel your registration.



    As always, SBDC offers free, one-on-one, confidential consulting and mentoring through the life of your business. Register at to schedule your next appointment(s)! 

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