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Financial Planning for Your Small Business

Bookkeeping and Business Records Explained

Course Description

Starting a business can be a lot like starting a family. Nurture it, put in the time and it can be one of the most rewarding things a person can do. Your first year in business represents the perfect time to nail down your financials and grow strong. Start with our Financial Planning for Small Business seminar.

Establishing your financial records and bookkeeping system early on is a good habit that will continue to help you grow during the life of your business. Join Dianne Mueller, SOMA Business Solutions as she helps you understand how to establish the right business strategy for your company.

You’ll learn about setting up a separate business bank account, putting together a filing system, and the most efficient ways to invoice your clients.

What Will I Learn?

  • The different types of financial statements your company will need

  • What a balance sheet is

  • The difference between an income and cash flow statement

  • How your daily business transactions affect your financial statements

  • Review CRA’s requirements for record keeping

  • Different types of bookkeeping systems

Presented By

At Small Business BC, our number one priority will always be the health and safety of our clients, staff and service providers. As a result, we continue to deliver all our services online, or over the phone until further notice. View our resources for getting Back to Business, or connect directly with a business advisor through our COVID-19 Support Service.

Please note: all webinar participants will also receive access to a recording for seven days after the live session.

Testimonials

Lots of useful information, handouts were nice to have along with the presentation, Dianne was very knowledgeable about her field and was an engaging speaker. Seminar Attendee, Mindy U.
First one. Great platform. Great support and interaction. Love the set up to see speaker and screen info on side. Presenter always repeated questions so we could hear on webinar. Education Attendee
Very practical tips regarding setting up a business and bookkeeping. Seminar Attendee, Ben M.
Session Date & Time
May 17 at 9:00 AM to 12:00 PM
  • Length: 3 hrs
  • Language: English
  • Subject: Finance & Accounting, Tax Requirements

No other upcoming sessions are available. Please contact us if you are interested in other dates.

  • Price: $59
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Education for week of April 11, 2021

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Sunday 11th
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Monday 12th
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Tuesday 13th

Business Finance 1: Understanding Financials

April 13 at 9:00 AM to 12:00 PM

Business Finance Package

April 13 at 9:00 AM to 4:00 PM

Business Finance 2: Financial Analysis

April 13 at 1:00 PM to 4:00 PM
Wednesday 14th
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Thursday 15th

COVID-19 Workplace Health and Safety Update

April 15 at 10:30 AM to 12:00 PM
Friday 16th

Writing a Business Plan

April 16 at 9:00 AM to 12:00 PM

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April 16 at 1:00 PM to 2:30 PM
Saturday 17th
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We respectfully acknowledge our place of work is within the ancestral, traditional and unceded territories of the Xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish) and səl̓ilwətaʔɬ/sel̓ílwitulh (Tsleil-Waututh) and that we serve the Peoples of the many Nations throughout British Columbia.