QuickBooks® Series

There are two QuickBooks classes, offered on multiple dates. To register for workshops, click here, specify Topic: Business Accounting and Budget, and click Search.  Then click on the Register button next to the program name.  If you have questions or need assistance with registering, send an email to sbdc@uwlax.edu.  

The QuickBooks classes will be held as webinars.  The webinars are FREE but registration is required.  

QuickBooks – An Introduction to Accounting Software

May 3, 2022 from 9:00-10:00 a.m. To register, CLICK HERE

This program will introduce you to QuickBooks, an accounting software system used by many small businesses.  It will provide details on the accounting software and options for using this software system, including its various functions that:

  • Perform general ledger accounting activities, including accounts receivable and payable
  • Track information to support basic tax filings
  • Support bank reconciliation
  • Help manage cash flow

This program will introduce options available for accounting software (online and desktop versions) as well as special features that are available.  Program participants will have the opportunity to schedule a one on one consultation with the program instructor to review the business accounting software options and support.

A more in depth accounting software training is available as a follow up program. It will provide a more in depth and hands on training on how to use this accounting software in your business.

Instructor: Kaitlin Holton

Kaitlin Holton, owner of Holton Bookkeeping, is a Quickbooks Online Certified ProAdvisor.  She is passionate about small business. She has nine years of bookkeeping experience and four years of entrepreneurial experience. In early 2019, Kaitlin started Holton Bookkeeping, a bookkeeping firm geared towards small, local businesses and has worked with a variety of local and regional clients since then. She understands that when you own a small business, your most precious resource is time. Bookkeeping support can help you get some of that time back so you can get back to running your business. 

QuickBooks – Why QBO?

April 7, 2022 from 5:00-6:30 p.m. To register, CLICK HERE

Why QuickBooks Online?

WHO SHOULD ATTEND: Owners, managers and staff involved in the operation of a business should attend. This program will show how QBO puts businesses in a better position to interact with customers and improve operational aspects of the business

Owners who use an accounting system to support business operations and track financial details are better positioned to create efficiencies and fuel business growth. They actively use the information derived from their accounting system to guide decisions and implement strategies. QuickBooks Online (QBO) helps owners track financial information and simplifies the actions needed to invoice customers, pay expenses, process payroll and manage business operations profitably.

This program will demonstrate, using various business examples, of how businesses use QBO to better track financial information and decrease accounting errors. Participants will see how QBO works to help owners process, monitor, and manage the financial details of a business. The mobile aspects of QBO make this accounting system adaptable to a wide range of situations and will streamline the actions needed to handle financial recordkeeping.

The participating organization for this program is the First American Capital Corporation (FACC).

Instructor: Kaitlin Holton

QuickBooks Online

April 21, 2022 from 3:00-5:30 p.m. To register, CLICK HERE

May 24 & 26, 2022 from 9:00-10:30 a.m. (Same class as April 21, but offered as a 2-part class.)  To register, CLICK HERE

QuickBooks Online (QBO) is a training program that will demonstrate how to use this accounting software system to help manage the financial side of your business.
The program will show participants how this software system helps a business:

• Perform general ledger accounting activities, including income, invoices and deposits, accounts receivable and payable, bills and expenses
• Connect to your online bank account
• Track information to support basic tax filings
• Perform bank and credit card reconciliation
• Manage cash flow
• Support other financial aspects of a business, such as payroll, track time and effort, etc.
• Learn how to set up QBO for your business
• Explore Tips, Tricks and Applied Examples using QBO
• Learn QBO options, pricing and where to find QBO training and support online

This program will provide a general overview of the QBO accounting system and how to navigate it. Participants completing this more in depth training will have the opportunity to obtain one on one consulting support to help get started or transition to this accounting software system.

Instructor: Kaitlin Holton


Financial Management for Small Business Webinars

To register for the following workshops, click here, specify Topic: "Business Accounting and Budget" or "Cash Flow Management," and click Search.  Then click on the Register button next to the program name.   

Dates for 2022 have not yet been set.

Financial Management Certificate

The Wisconsin Small Business Development Center at UW-La Crosse is offering a Financial Management Certificate series with three sessions for attendees. These FREE classes are for small business owners looking to learn more about financial statements, financial projections, financial terminology, and cash flow management strategies.  Participants can take individual classes, or can complete all 3 classes to receive a certificate of completion. You can choose to attend these classes in person or online.

Note: Due to changing situations with COVID-19, these classes might become online only. If that happens, details will be included in the confirmation email.

Financial Statements & Terminology

Financial Statements form the foundation for business compliance and analysis. This class introduces participants to financial statements such as the profit and loss statement, statement of cash flows, and balance sheet. Participants will learn financial terminology and will gain an understanding of how to perform fundamental analysis of the various financial statements.

Financial Forecasts & Planning

Financial forecasts provide the basis for strategic business planning. Participants will learn how to prepare financial forecasts and how to use them for business analysis. Participants will learn how to use budgets and financial projections to guide strategic decision-making and to make tactical adjustments to business operations.

Cash Flow Management

Cash flow management can make or break a business. Cash flow management involves monitoring, analyzing, and optimizing cash receipts and expenses. Participants in this class will learn about cash flow cycles, will gain an understanding of cash flow projections, and will discover various ratios used in cash flow analysis.

Why join in on these FREE classes? “Understanding the financial aspects of a business are critical to starting and growing a business”, SBDC business consultant Mike Walker explains.  “Financial management is the basis of a solid business foundation. Businesses must understand their financial position and recognize how to manage their funds. This includes knowledge of financial statements, financial forecasting, and cash flow management.”

No-cost, individualized, confidential consulting support is available to all class participants. Attendees will be given the option to meet with a business counselor to gain further insight into their own business financial management and develop financial projections for future growth. These classes are useful for businesses just getting started as well as businesses looking to expand, pivot, or grow.

Instructor: Mike Walker, Business Consultant and Program Outreach, UW-La Crosse SBDC