Certified Bookkeeping Orientation

Would you like to improve your bookkeeping career by adding the Certification Bookkeeper Designation to your resume. There are a number of reasons you should become a CB. Attend the NO COST Informational meeting giving you all the information you need to expand your career path.

Add to your market value.
Increase your importance to company or clients
Put “CB” after your name to show your professional status

310: How to Utilize Fundamentals of QuickBooks Pro

310: How to utilize fundamentals of quickbooks pro

If you are wondering if QuickBooks Pro is right for you, or how to maximize the one you already have, this class is for you. We’d suggest taking this class before setting up the program incorrectly. This class can help you avoid common mistakes and a lot of wasted time and effort

GOVERNMENT CONTRACTING AND NETWORKING MEETING

Government Contracting and Networking Meeting

Please join us for the first joint Small Business Administration (SBA) and California Capital Procurement Technical Assistance Center (PTAC) Government Contracting Assistance & Networking (GCAN) Meeting. The GCAN Meeting is open to the government contracting community. Its objective is to promote government and prime contracting resources, education, teaming opportunities, and networking.

Agenda

09:30 – 09:45 Welcome, Updates & Housekeeping……PTAC & SBA

09:45 – 10:00 Attendee Introductions (Elevator Speeches)

10:00 – 10:30 Federal Surplus Property Program Presentation…DGS Office of Surplus Property Reutilization, Patricia Osborn

10:30—10:45 Break & Networking

10:45 – 11:15 Agency Presentation….U.S. Department of Veterans Affairs/NCO 21, Michael Dean Dupalo

11:15 – 11:30 Networking

This workshop will be held in a federal facility. Attendees will be required to go through a security checkpoint similar to the airport. Please arrive early to allow for additional time to check-in.

Learn Microsoft Excel to Improve Your Small Business

What you will learn:

- Just the essential “No Frills” features to handle 90% of your back-office tasks
- How to track the “health” of your business at a glance
- Using a resale certificate
- Navigate, format and use filtering to focus on important business data
- The first tools you will learn to create are:
- A Customer Tracking tool to allow you to focus on customer needs
- A basic dashboard to view the health of your business
- An easy-to-use, employee daily/weekly assignment spreadsheet

Why this is Important:

Operating a small business manually is time-consuming, limits profits, inhibits growth
Need to avoid distractions which keep you from running your business
You don’t want to become a computer software expert

RFP Response Pipeline for technology focused Small Business Owners Part 1

RFP Response Pipeline for technology focused Small Business Owners. Interactive workshop Part 1

Instructor Darrell Spencer, recently the Director of Government Contracts for Three29.com, an educator, instructor and weekly speaker at Robert Half Technology in Sacramento.

Part 1:

1. How to find an RFP.

2. The different types of requests.

3. What criteria you should use to decide on a go/no decision.

4. RFP Structures.

5. What tools and resources are available to expand an RFP.

6. Team’s ability to respond to complex RFP.

7. Leveraging productivity tools to find, qualify and respond to RFP’s that are a good match.

8. The value of developing, using and perfecting an RFP Response pipeline.

Small Business Legal Bootcamp Workshop from

Learn what you need to protect your assets and choose the right business form. This class is a discussion of the legal basics you need to properly choose, set up, and maintain your business entity. Corporations, LLCs, and all other common business forms are covered. We also cover basic contract terms you need watch out and lots of other things every small business owner needs to know.

RFP Response Pipeline for technology focused Small Business Owners Part 2

RFP Response Pipeline for technology focused Small Business Owners. Interactive workshop Part 2

Instructor Darrell Spencer, recently the Director of Government Contracts for Three29.com, an educator, instructor and weekly speaker at Robert Half Technology in Sacramento.

Part 2:

1. Reviewing an RFP.

2. Steps necessary to reach a go/no go decision

3. What tools / resources are required to respond to an RFP

4. RFP Content Structures and the RFP Pipeline.

5. What tools and resources are available to expand an RFP.

6. The value of developing a written content and asset library. How to leverage productivity tools to find, qualify and respond to RFP’s that are a good match for their companies.

7. The value of developing, using and perfecting an RFP Response pipeline.

USING FBO.Gov TO FIND FEDERAL OPPORTUNITIES

The U.S. government is the largest buyer in the world. Federal agencies buy just about every category of commodity and service available. The federal government signs 11 million + contracts a year. At any given time there are approximately 31,000 + active federal opportunities. These opportunities are posted by the 130 federal agencies.

FBO.gov is the source for all federal procurements $25,000 or greater
FBO will allow you to target specific federal agencies.
Marketing Your Business & Identifying Federal Opportunities
FBO will allow you to search by keyword or NAICS code.

California Capital PTAC is offering a 90 minute hands-on workshop focused on identifying Federal Business Opportunities within FBO.gov. The instructor will guide participants through the features and functions of the FBO.gov website and provide insight as to how to find opportunities within the federal government procurement space. To participate in the hands-on section of this workshop, it is recommended that each participant brings their own internet connected device i.e.; laptop, tablet etc.

Instructor: Ralph “Skip” Masters, California Capital PTAC Procurement Counselor

Basic Sales and Use Tax Class

This instructor led class assists taxpayers in the following areas:

- Preparing a sales and use tax return
- Supporting and reporting exempt sales
- Using a resale certificate
- Determining what is taxable and non-taxable labor
- Maintaining adequate records

Presenter: James Barrett is an Information Officer II with the California Department of Tax and Fee Administration

Intermediate Excel For Small Business Applications

This is the second in a series of workshops where you will learn to apply the power of Microsoft Excel to improve your small business operations. In this follow-on workshop, you discover Excel features that can help you track and manage day-to-day operations of your small business.

What you will learn:

- How to apply the ideas you learned in the first workshop and save time running your business
- Advanced navigation techniques – quickly move data, add rows and columns
- Make your spreadsheets a more readable with advanced formatting
- Track with marketing and sales efforts with data filtering and analysis tools
- Use mail-merge features to:
- Send marketing and sales material to customers BASED ON THEIR INTERESTS
- Create and send purchase orders to suppliers
- Create and send invoices to customers
- Create “at-a-glance” graphs to track: sales, customer engagement, cash flow

Why this is Important:

When used correctly, technology can make small businesses more profitable
Tools that we are creating in these classes help you focus and avoid distractions
These help to keep to the adage “Work on your business, not in your business”