Cal Coastal SBDCServing Monterey and San Benito Counties.
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Central Coast SCORE: Reading Your Year End Financial Statements

Wednesday, December 15, 2021 - 1:30pm to 3:00pm

Webinar by Central Coast SCORE

The end of the year is a great time to analyze your business performance and begin the planning process for the upcoming year. This class will review four basic financial statements: the Profit and Loss Statement, Balance Sheet, Cash Flow Statement and Cash Flow Projection. We will review and discuss current year end Statements, comparing current year statements to the prior year and utilizing this information for tax planning, business decisions and financial projections.

Key Topics

  • Profit and Loss Statement
  • Balance Sheet Statement
  • Cash Flow Statement
  • Cash Flow Projection
  • Financial Statement Analysis and Comparisons


Fee: $10 (this small fee helps Central Coast SCORE-nonprofit!)


Presenter Bio: Bill Oakes


Bill has over 25 years of experience as a small business owner in Silicon Valley. BIll's business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.

Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. 

Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP® Certified Financial Planner

He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science

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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration and a Grant with the Governor’s Office of Business and Economic Development. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA or the Governor’s Office of Business and Economic Development. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the California SBDC closest to you.