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SCORE is a resource partner with the SBA
  Workshops - Finance
Schedules are subject to change without notice. Please check here frequently for updates.
For a complete list of workshops offered, please check the Workshop Calendar.

To view only one workshop title, please select from the following list:


Introduction to Using QuickBooks Desktop
Location:Garden Grove Community Center
11300 Stanford Ave., Room B, Garden Grove 92840
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Date & Time:September 12 2017, Tuesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:

Today QuickBooks is the most used accounting software. People think they can download the program and start entering data, but this is not true. You need some direction.

This workshop is presented to help you get to know the program and navigate around. You will learn some basic data inputting through examples.

You will learn:
• Is QuickBooks a good fit for your company
• Basic features of the program
• Get to know input areas
• How QuickBooks can help you to understand your company thru reports
• Brief comparison between QB desktop and QB online

If you are presently using QuickBooks, come with your questions. Feel free to bring your laptop with QB loaded to move around the program with me.

This workshop is presented by Donna L. Stern, a CPA located in Newport Beach. She is a graduate of USC. The firm has been in business since 1985. Services include Tax preparation, accounting and we offer one on one classes to learn Quickbooks. The firm strives to offer personal service to help small businesses succeed and individuals pay as little tax as possible.

(Registration/Check-in 5:30 to 6:00 PM)
Costing, Pricing & Breakeven
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
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Date & Time:September 28 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:

How do you price your product or service? Is it at a level that generates a profit or are you losing money and burning through cash? All businesses large, small, or start-up face this important challenge. Before establishing prices it is necessary to understand your specific marketing goals, the factors that influence pricing strategy, and all possible pricing strategies.

Pricing is only part of the issue. Are you aware of the costs of your product or service? How much do your employees cost and how do they impact pricing? How do your costs behave as sales increase or decrease? This workshop also addresses the following questions:

• What annual sales level is required to achieve a sustainable cash flow position?
• What annual or monthly sales do I need to achieve my targeted cash flow?
• Is it a good idea to invest in a larger or nicer facility?
• Should I hire full or part time employees?

This workshop is designed for entrepreneurs who are preparing business plans or financial projections. Information from this workshop is also helpful if you are introducing a new product or service and want a more thorough understanding of pricing strategy. Knowledge of financial statements would be useful but not necessary.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 5:30 to 6:00 PM)
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