QuickBooks is a popular record keeping software used by small businesses today. Keeping accurate records can assist you in managing your business more successfully and profitably. Start with the basics in Level 1 course and get a better control of your business income and expenses. The following items will be covered in Level 1: Planning and creating your company in QuickBooks; managing basic QuickBooks files; working with customer transactions; working with vendor transactions; and banking with QuickBooks. Textbook is included (ACNT 1010 – Computerized Accounting)

With the COVID lockdown, many businesses shuttered with the hopes of starting up after the threat passed. Now that many of the restrictions have been lifted, it is time to focus on trying to find the new normal.

Building a business takes promoting products and services, building sales and reestablishing relationships with past customers.

B2B Sales: Pipelines, proposals, and positioning define the consultative sales process used to sell to businesses. The percentage of proposals you win is called your “hit” rate. This workshop will not only guide you through the consultative sales process and show you how to write a winning proposal, but it will also help you to dramatically improve your hit rate. Companies using these methods routinely close more than 75% of the proposals they write.

Learning Objectives:

• Understand the impact of COVD on sales
• Effectively Use the Consultative Process, even for retail
• Establish and maintain a sales pipeline
• Increase customer loyalty
• Improve sales revenue
• Improve profits

Collin SBDC CARES Program Contributor: Ed Warmus, consultant at RMoon Consulting, has focused his career on helping companies cope in a changing business environment. He specializes in ways to increase profits, improve revenue, smooth operations, and produce high quality products and services.

Project Retail will discuss the importance of incorporating a sales forecast & merchandising plan. Once the breakeven is understood, we use a sales forecast & merchandising plan to understand the importance of balance & flow of fresh inventory, as well as identifying the time in each season where the business will be in the red vs. the black.

We will discuss important retail math formulas and specific KPI’s retailers should monitor throughout the week, month, quarter and year. Clients will be provided retail math & KPI worksheets.

Collin SBDC CARES Program Contributor: Margo Kopman, owner of Project Retail Boutique Consulting Firm, is a veteran marketing speaker and workshop leader with over 200 successful events under his belt. Event organizers and attendees frequently comment on the nature of the practical, actionable “takeaway” value of his presentations.

Learning Objectives:

• How to create a marketing strategy that attracts ideal clients
• How to innovate your current business model
• How to create a consistent stream of leads
• How to create the perfect customer journey
• How to focus more attention on referrals

Collin SBDC CARES Program Contributor: John Jantsch, owner of Duct Tape Marketing, is a veteran marketing speaker and workshop leader with over 200 successful events under his belt. Event organizers and attendees frequently comment on the nature of the practical, actionable “takeaway” value of his presentations.

Let’s face it, managing a team of employees is tough. Could it be any more difficult? Yes indeed, let’s arrange things so that some folks (or all!) work primarily from a remote location! How can we effectively manage in this virtual reality?

In this interactive session, we will explore what you must do differently to ensure optimal performance. We will dive into some tough questions. How do we stay in touch with remote staff? How do we monitor progress? And, how do we run effective meetings? Join this session to learn what to do to succeed in a virtual world.

Learning Objectives:

• Understand the pros (there are many) and cons of having employees working remotely.
• Explore the real (and best kept) secret of managing remote employees.
• Analyze what must change and what should stay the same as the world of work changes around us.
• Decide what you need to do right away, to more effectively manage your team (whether remote or face-to-face).

Collin SBDC CARES Program Contributor: Lorna Kibbey, owner of Lorna Kibbey Leadership Solutions, designs and delivers management and leadership motivational speeches, seminars, and services to public and private sector organizations. She has achieved recognition in the State of Florida as a Certified Public Manager and was recognized as “Best Boss of the Year” in a nationwide initiative.

QuickBooks is a popular record keeping software used by small businesses today. Keeping accurate records can assist you in managing your business more successfully and profitably. Start with the basics in Level 1 course and get a better control of your business income and expenses. The following items will be covered in Level 1: Planning and creating your company in QuickBooks; managing basic QuickBooks files; working with customer transactions; working with vendor transactions; and banking with QuickBooks. Textbook is included (ACNT 1010 – Computerized Accounting)

We will review identifying opportunity and threats in the business on the classification and vendor level to develop weekly & monthly marketing/promotional strategies. The goal is to play offense, but often we have to play defense due to the unknowns in the world today.

Project Retail will provide specific outlines that identifies what data to pull, how to analyze it and specific KPI’s to measure.

Collin SBDC CARES Program Contributor: Margo Kopman, owner of Project Retail Boutique Consulting Firm, is a veteran marketing speaker and workshop leader with over 200 successful events under his belt. Event organizers and attendees frequently comment on the nature of the practical, actionable “takeaway” value of his presentations.

Learn how do you build your ideal customer profile that drives sales and builds a loyal, committed customer base.

In this session you will learn to:

• Understand why being all things to all people is not a good strategy
• Identify the attributes of the clients you want
• Build strategies to focus on your ideal client and say no to the rest

Collin SBDC CARES Program Contributor: Dean Ash, Co-Founder of 360 Consulting, excels in enabling clients to grow sales revenue, improve profitability and implement comprehensive sales strategies. As a leader, communicator, and collaborator, Dean is a proven executive skilled in building and leading organizations to achieve superior sales results.

In this session, you will learn to:

• Solid grasp of the framework for successful restaurant management
• Key metrics to measure for success
• How to meet and exceed diners’ expectations

Collin SBDC CARES Program Contributor: Deagon B. Williams, Proprietor of Culinary Business Strategy, is a chef and food business consultant who uses broad and deep industry knowledge and an unbound intuitive curiosity to her clients with their projects to realize the next level of business opportunity and success.

In this session, you will learn to:

• Assess the NEW needs of your customer base
• Retool your dining space
• Re-engineer your menu
• Assess labor needs and create new labor model
• Train Your staff
• Seek out PR

Collin SBDC CARES Program Contributor: Michael Maxwell, partner of Blue Orbit Hospitality Consulting, is a veteran marketing speaker and workshop leader with over 200 successful events under his belt. Event organizers and attendees frequently comment on the nature of the practical, actionable “takeaway” value of his presentations.

Kim Merritt, The URL Dr, will share growth strategies for business in challenging economics times. Businesses will learn simple but effective strategies for making sure they are getting found online, presenting the best image they can, where and how to look for new business in the 21st century, and increasing their talent pool with affordable help, all while controlling costs.

Takeaways:

• How to use Google My Business to increase your visibility online
• How to use simple website best practices to make sure your site isn’t chasing business away
• Where to put your time and energies where they most count in social media
• Using online freelance sites to grow your sales and your talent pool
• Utilizing Profit First methods to save money across all the areas we’ll discuss

Collin SBDC CARES Program Contributor: Kim Merritt, founder of The URL Dr, is a marketing expert empowering brands through holistic strategies through authenticity and a unique voice.

A crisis always means two things; danger and opportunity. Everyone is being forced to go through some sort of change right now and in many cases, companies cannot go back to “business as usual.” It’s an opportune time to consider those changes you know you need; modernizing the company, pricing your product or service differently, improving efficiency. This workshop focuses on deciding the best niche within the new or old chosen market to go after. It will provide insight and know how on finding the niche, how to best market to it and price the product/service.

Learning Objectives:

• Understand Pricing Theory and why they need to know their place in the market
• How to research the market and find opportunity
• Decide if changes are needed or is it just back to normal
• Market, in general, to the new niche
• How to price the services or products to match the market need

Collin SBDC CARES Program Contributor: Randy Moon, CEO at RMoon Consulting, has focused his career on helping companies cope in a changing business environment. He specializes in ways to increase profits, improve revenue, smooth operations, and produce high quality products and services.

Now that you’ve mastered the basics of QuickBooks, learn how QuickBooks can help you further by tracking inventory and handling payroll requirements. Covered in QuickBooks Level 2 is dealing with physical inventory; selling inventory items; using QuickBooks for payroll; working with balance sheet accounts; using classes, dealing with errors and refunds, NSF checks; and customizing QuickBooks. Textbook is included. (ACNT 1010 – Computerized Accounting)

Companies don’t always build the right sales processes which make themselves unprepared for growth. Learn why sales strategy is so critical.

In this session you will learn to:

• Benchmark your sales organization vs. other businesses
• Identify areas of improvement and focus
• Identify areas of strength and continuation

Collin SBDC CARES Program Contributor: Dean Ash, Co-Founder of 360 Consulting, excels in enabling clients to grow sales revenue, improve profitability and implement comprehensive sales strategies. As a leader, communicator, and collaborator, Dean is a proven executive skilled in building and leading organizations to achieve superior sales results.

Sales can sometimes be game of intuition and instinct. If you do not manage metrics to grow your business, you could be missing out.

In this session you will learn to:

• Identify the sales metrics you need in order to drive success
• Learn how to use those metrics to diagnose issues in your sales department
• Learn how to link activities to sales strategies to business strategies

Collin SBDC CARES Program Contributor: Dean Ash, Co-Founder of 360 Consulting, excels in enabling clients to grow sales revenue, improve profitability and implement comprehensive sales strategies. As a leader, communicator, and collaborator, Dean is a proven executive skilled in building and leading organizations to achieve superior sales results.

Now that you’ve mastered the basics of QuickBooks, learn how QuickBooks can help you further by tracking inventory and handling payroll requirements. Covered in QuickBooks Level 2 is dealing with physical inventory; selling inventory items; using QuickBooks for payroll; working with balance sheet accounts; using classes, dealing with errors and refunds, NSF checks; and customizing QuickBooks. Textbook is included. (ACNT 1010 – Computerized Accounting)

Now that you’ve mastered the basics of QuickBooks, learn how QuickBooks can help you further by tracking inventory and handling payroll requirements. Covered in QuickBooks Level 2 is dealing with physical inventory; selling inventory items; using QuickBooks for payroll; working with balance sheet accounts; using classes, dealing with errors and refunds, NSF checks; and customizing QuickBooks. Textbook is included. (ACNT 1010 – Computerized Accounting)