Free digital training courses and tools to help your small business adapt, grow, and better serve your community.
Training
Setting Yourself UP for Success: How to end the year and get prepped for 2023
December 6th, 10am LINK COMING SOON
Demystifying Taxes for Small Businesses
January 10th, 10am, LINK COMING SOON
Upcoming / Community Events
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- Cost:
- FEE BASED WORKSHOP
- Contact:
- SCORE AUSTIN
512.928.2425 - Campus Sponsor:
- SBDC
In this first of three sessions, Dave will show you how to use your statements to determine the financial health of your business with ratios that will let you compare your business to industry averages. Also. he provides free forecasting spreadsheets.
Click here for more information
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- Location:
- Austin Central Library
- Cost:
- Free
- Contact:
- SCORE Austin
512.928.2425 - Campus Sponsor:
- SBDC
New to QuickBooks? You will learn about the different versions of QuickBooks, look at the user interface, and become prepared for free, one-on-one sessions with a SCORE mentor to get your company set up in QuickBooks.
Click here for more information
more about event
- Cost:
- FEE BASED WORKSHOP
- Contact:
- SCORE AUSTIN
512.928.2425 - Campus Sponsor:
- SBDC
Having cash available is critical for operating your business. Dave will show you how to use the information in your financial statements to manage your cash flow. Register for all 3 workshops, and save $5 each with discount code "ALL".
Click here for more information
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- Location:
- Pflugerville Public Library
Cosmos & Lantana - Cost:
- Free
- Contact:
- SCORE Austin
512.928.2425 - Campus Sponsor:
- SBDC
Darin Siefkes will introduce you to the legal issues of forming a business including picking the right entity, trademark issues, contracts, ethics, and how to hire a professional. Every new business needs advice from an attorney to avoid legal problems while operating. When you set up your business you need to make careful choices. Darin designed this workshop to be interactive to allow you to ask questions to better understand these and other legal concepts:
Why do we form an entity?
What are the types of entities?
Where to form your entity?
Why entity liability protection is no substitute for proper insurance?
What are the advantages and disadvantages of the different forms of business organization?
Darin Siefkes graduated from Baylor Law School in 2005. Since his graduation, Darin has represented many small and large businesses. Darin’s legal experiences (besides vehicle warranty issues) include employment, intellectual property issues, corporate formations, transnational matters of all kinds, and civil litigation. Before law school, Darin worked in a variety of industries. He has run and managed groups in the oil field, media, software, and technology industries. Additionally, he has worked for large and small IT corporations. Click here for more information
more about event
Why do we form an entity?
What are the types of entities?
Where to form your entity?
Why entity liability protection is no substitute for proper insurance?
What are the advantages and disadvantages of the different forms of business organization?
Darin Siefkes graduated from Baylor Law School in 2005. Since his graduation, Darin has represented many small and large businesses. Darin’s legal experiences (besides vehicle warranty issues) include employment, intellectual property issues, corporate formations, transnational matters of all kinds, and civil litigation. Before law school, Darin worked in a variety of industries. He has run and managed groups in the oil field, media, software, and technology industries. Additionally, he has worked for large and small IT corporations. Click here for more information
- Cost:
- FEE BASED WORKSHOP
- Contact:
- SCORE AUSTIN
512.928.2425 - Campus Sponsor:
- SBDC
Dave will guide you to understand and use your financial statements to plan for financial success. Register for all 3 workshops to save $5 each with discount code "ALL". Provide your mailing address, so we can send you a free copy of Dave’s book.
Click here for more information
more about event
- Cost:
- FEE BASED TRAINING- SEE LINK
- Contact:
- Point of Contact: UTSA SBDC Training Team (210) 458-2047
- Campus Sponsor:
- SBDC
This webinar will take place over three consecutive days from 10am-12pm cst and will cover the fundamentals and basics of the QuickBooks Online version (NOTE: This webinar does NOT address the QuickBooks Desktop version). Registration is $100.00 per registrant. If we have not received your payment, your seat can be released to the waitlist. Sessions NOT recorded.
Dates: 10/24, 10/25, 10/26//2022
Time: 10:00 am – 12:00 pm each day
Please Note: THIS WORKSHOP WILL BE OFFERED VIA WEBINAR. INFORMATION TO ACCESS THE WEBINAR VIA ZOOM WILL BE E-MAILED TO PAID REGISTRANTS PRIOR TO THE WEBINAR. THIS REMINDER E-MAIL WITH THE WEBINAR ACCESS DETAILS WILL BE SENT THE DAY OF THE WEBINAR AFTER 8 AM. THE SUBJECT LINE OF THE E-MAIL WILL INCLUDE "WEBINAR REMINDER - WORKSHOP TITLE - WORKSHOP DATE"
Day 1
Objective:
To get familiar with what QuickBooks (QBO) as to offer
Learn or review set up options in system
Explore and get familiar with navigating the program
Agenda:
Introduction to myself and QuickBooks On-line (QBO)
o Explain different Tiers for QBO
o Introduction to the Test Company – How to get to it
o Converting QuickBooks Desktop to On-line version
o Review basic set up features and best practice options developing your lists
Customer Lists
Vendor Lists
Items Lists
o Introduction to Chart of accounts
Defining types of accounts
Defining the what and not the who
o Think about your current accounting process, and answer what features in QBO will you really need, or not need
o Open Test Company and explore the “Gear” icon and set up features you think you will need to support your current accounting process
o Open the Chart of Accounts, add/inactivate/delete or edit accounts
Day 2
Objective:
Review Setup features
Learn how to enter data into QBO
Grasp terminology and basic knowledge of how QBO works
Agenda:
Review setup features in the “Gear” icon
Review the Chart of accounts
o Add
o Inactivate/Delete
o Edit
o Accounts Payable
o Accounts Receivable
o Basic Data Entry
o Bank Feeds
o Reconciliations
o In Test Company – Follow instructions in the booklet for sample transaction entry
o Explore the bank feed option
o Create transactions in the test company of your own
Day 3
Objective:
To understand what happens to the data you input
How to run reports and do simple customizations to already created reports
How to review your reports and quickly find data entry errors or other problems
Agenda:
o Transaction entry (via bank feed or manual)
o Reconciliations
Introduce Reporting
o Different types of reports and where to find them
o How to customize each report to meet your business needs
o Tips and tricks on how to read and recognize errors
o How to use the reports to plan for the future of your business
Webinar Instructed by: David B. Plemons CPA, Inc
Instructions:
There is an attendee fee for this webinar. The technical requirements for the students include: a computer, internet connection, teleconferencing platform If you should have any questions, feel free to call: 210-458-2047 or email: sbdcworkshop@utsa.edu. Click here for more information
more about event
Dates: 10/24, 10/25, 10/26//2022
Time: 10:00 am – 12:00 pm each day
Please Note: THIS WORKSHOP WILL BE OFFERED VIA WEBINAR. INFORMATION TO ACCESS THE WEBINAR VIA ZOOM WILL BE E-MAILED TO PAID REGISTRANTS PRIOR TO THE WEBINAR. THIS REMINDER E-MAIL WITH THE WEBINAR ACCESS DETAILS WILL BE SENT THE DAY OF THE WEBINAR AFTER 8 AM. THE SUBJECT LINE OF THE E-MAIL WILL INCLUDE "WEBINAR REMINDER - WORKSHOP TITLE - WORKSHOP DATE"
Day 1
Objective:
To get familiar with what QuickBooks (QBO) as to offer
Learn or review set up options in system
Explore and get familiar with navigating the program
Agenda:
Introduction to myself and QuickBooks On-line (QBO)
o Explain different Tiers for QBO
o Introduction to the Test Company – How to get to it
o Converting QuickBooks Desktop to On-line version
o Review basic set up features and best practice options developing your lists
Customer Lists
Vendor Lists
Items Lists
o Introduction to Chart of accounts
Defining types of accounts
Defining the what and not the who
o Think about your current accounting process, and answer what features in QBO will you really need, or not need
o Open Test Company and explore the “Gear” icon and set up features you think you will need to support your current accounting process
o Open the Chart of Accounts, add/inactivate/delete or edit accounts
Day 2
Objective:
Review Setup features
Learn how to enter data into QBO
Grasp terminology and basic knowledge of how QBO works
Agenda:
Review setup features in the “Gear” icon
Review the Chart of accounts
o Add
o Inactivate/Delete
o Edit
o Accounts Payable
o Accounts Receivable
o Basic Data Entry
o Bank Feeds
o Reconciliations
o In Test Company – Follow instructions in the booklet for sample transaction entry
o Explore the bank feed option
o Create transactions in the test company of your own
Day 3
Objective:
To understand what happens to the data you input
How to run reports and do simple customizations to already created reports
How to review your reports and quickly find data entry errors or other problems
Agenda:
o Transaction entry (via bank feed or manual)
o Reconciliations
Introduce Reporting
o Different types of reports and where to find them
o How to customize each report to meet your business needs
o Tips and tricks on how to read and recognize errors
o How to use the reports to plan for the future of your business
Webinar Instructed by: David B. Plemons CPA, Inc
Instructions:
There is an attendee fee for this webinar. The technical requirements for the students include: a computer, internet connection, teleconferencing platform If you should have any questions, feel free to call: 210-458-2047 or email: sbdcworkshop@utsa.edu. Click here for more information
- Location:
- Pflugerville Public Library
Cosmos & Lantana - Cost:
- Free
- Contact:
- SCORE Austin
512.928.2425 - Campus Sponsor:
- SBDC
business plan is a tool for thinking more clearly about your business idea. It helps you stay organized and on track, gain a better understanding of your market, confirm that your financial model is realistic, and create a long-term vision and strategy. You will understand the essential elements for preparing a plan for business success. Grant will identify content and format for a business plan--including sources of information to aid in the development of your business plan. You should understand that a business plan is a valuable internal tool, even when not required for the benefit of investors or loan officers. A business plan may force you to think about your idea in new ways and to question the validity of your product/service target markets. It can serve as a guide or benchmark to allow you to track your progress and to stay committed to your long-term goals. If you have partners, it can help avoid misunderstandings. It will help you to better describe and to speak more concisely about your company. All these elements of a business plan can contribute to successful implementation of your business idea.
After earning a PhD in Chemical Engineering, Grant Wilson spent 42 years in industrial automation product development and application. He is an experienced leader of large product development programs - software, hardware, test and support with special focus on innovative process improvement in all areas, and organization/leadership development. He was engaged with all aspects of a business from strategy development to ongoing customer support at all levels from individual contributor to executive. I spent much of the later years engaged in organizational and personal development--particularly mentoring. Click here for more information
more about event
After earning a PhD in Chemical Engineering, Grant Wilson spent 42 years in industrial automation product development and application. He is an experienced leader of large product development programs - software, hardware, test and support with special focus on innovative process improvement in all areas, and organization/leadership development. He was engaged with all aspects of a business from strategy development to ongoing customer support at all levels from individual contributor to executive. I spent much of the later years engaged in organizational and personal development--particularly mentoring. Click here for more information
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SWTXB Online Training
The South-West Texas Border SBDC Network and all of our centers are pleased to present these online training courses, all available at no cost to you.
SBA Learning Center
The SBA offers a variety of online courses to help you start and run your business.
QuickBooks YouTube Resource
Need a quick refresher or want to learn how to use QB?
Texas State University SBDC is a proud member of the Texas South-West SBDC Network, is funded in part through the State of Texas and a cooperative agreement with the U.S. Small Business Administration (SBA), is hosted by The University of Texas at San Antonio, and accredited nationally by America’s SBDC.