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SCORE Twin Cities

Tracking Your Business Using Spreadsheets

SEPTEMBER 24 I 9 AM CDT I ONLINE ZOOM

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Are you struggling to keep track of your business data? Do you want to learn how to organize and analyze your data more efficiently?


In this webinar, you will learn:

  • How best to use spreadsheets to manually track essential business transactions
  • Understand the need for separating your personal and business transactions for tax and management purposes
  • Tips for using bank account downloads to efficiently record and categorize transactions
  • Suggestions for deciding when you should consider using accounting software or bookkeeping services as your business matures

Don't miss out on this opportunity to streamline your business tracking and gain valuable insights!

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Presented by Paul Kloster:

Paul Kloster, SCORE volunteer and Principal of PEK Accounting Consulting, started his career in bank lending and this experience has led to a focus on helping small businesses succeed. He has held accounting management positions for companies in distribution, advertising, and business consulting.

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The Client Resource Guide can be used by anyone looking to develop their business plan or improve their business development efforts.

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SCORE is a nonprofit association dedicated to helping small businesses get off the ground, grow and achieve their goals through education and mentorship. We have been doing this for more than 50 years.

 

Because our work is supported by the U.S. Small Business Administration, and thanks to our network of 10,000+ volunteers, we are able to deliver our services at no charge or at a very low cost. Find out more about our mission, vision and values.

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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.