FOUNDATIONS
Join our 3-class cohort designed to help you establish a strong foundation for your business and get ready to access capital.
COHORT II INFORMATION
WHO THIS COURSE IS FOR
DATES | Tuesdays 5/6, 5/13, 5/20
TIME | 11:00am - 12:30pm
Three 1.5-hour Sessions Online via Zoom plus one individual counseling. This course is free of charge.
Business owners
Businesses with reportable revenue
Businesses that have 1 year of business tax
Business in good standing with DCCA
PROGRAM COURSE
5/6, Week 1 - Business Organization
Build your Business Records Binder to keep important documents in one place. Learn the importance of keeping clean and separate personal and business financial records. Have everything in order and ready to meet with funders.
5/13, Week 2 - High level overview of business financials
Understanding the importance of good bookkeeping, purpose of income statements, balance sheets and cashflow statements. Begin to create your income and expense worksheet.
5/20, Week 3 - Personal & business finance
High level overview of the importance of having good personal finances, and the role it plays in building and financing a business. Receive resources on getting out of debt and monitoring credit scores.
COHORT FACILITATOR
Rayann Echavez
Co-Founder
SynTAX Strategies, LLC
Rayann has over 13 years of experience in the financial industry. She specializes in supporting small business owners in achieving financial security through systematic organization and strategic financial and tax planning.
