ASBDC Accredited Member seal
California Coastal Rural Development Corporation
Central CA Network
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.
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