Sign-Up for e-Bulletin Translate This Page Printer Friendly text Size: Sm Med Lg
NYC Business Solutions We're here to help you with every stage of your business.
 
 
 
  NYC Department of Small Business Services  
 
  Get Connected
Visit Our Blog
Join Us on Facebook
Follow Us on Twitter
 
 
  Business Owner's Bill of Rights  
 
  NYC Department of Small Business Services  

Financing & Accounting Courses

Below, you will find detailed descriptions of all of our Financing & Accounting Courses. Click on the links below to jump down to course descriptions and details. Registration is FIRST-COME-FIRST-SERVE.

Back To Main Menu




Table of Contents
Business Financial Management
A Roadmap to Financing Your Small Business!
Business Finance Roadmap*
Quickbooks
Quickbooks Quick Review
Understanding & Improving Your Credit*
Accessing Financing*
How to Finance Your Business with Crowdfunding*
Introduction to Financial Projections*
Introduction to Pricing*
Alternative Lending: A Guide to Investors, Equity and Crowdfunding*
Getting Ahead*
Preparing your Business for Financing*

Choosing Your Path - Funding Your Business Growth*

Fuel Your Dream Crowdfunding Project*
Alternative Lending: A Guide to Investors, Equity, and Crowdfunding*
Crowdfunding Bootcamp*

*Not offered regularly. See details for next sessions.




Business Financial Management

Bookkeeping is an essential function in every business, large and small.
This course will review the purpose and benefits of bookkeeping and help business owners determine whether to perform bookkeeping in-house or hire external help. Total course hours: 1 session, 3 hours.

You will learn about:

  • Basic accounting terms and processes
  • How to read and use financial statements
  • The importance of bookkeeping to running your business
  • Methods and principles of bookkeeping
Course Location Time Day(s) Dates
Brooklyn
9 Bond Street, 5th Fl.

1:00PM-4:00PM

Wednesday

10/1

Register
Bronx
400 East Fordham Road, 7th Fl.

5:30PM-8:30PM

Thursday

9/25

Register

10/9

Register
Lower Manhattan
110 William Street, 7th Fl.

5:30PM-8:30PM

Wednesday

9/24

Register

10/1

Register

10/15

Register
Queens
168-25 Jamaica Avenue, 2nd Fl.

5:00PM-8:00PM

Wednesday

9/17

Register

10/8

Register
Staten Island
120 Stuyvesant Place, 3rd Fl.

5:30PM-8:30PM

Monday

10/20

Register
Upper Manhattan
361 West 125th Street, 2nd Fl.

12:30PM-3:30PM

Tuesday

10/21

Register

Back To Top

Back To Main Menu

A Roadmap to Financing Your Small Business!

Learn how to get funding for your business! “A Roadmap to Financing Your Small Business”, an online course sponsored by Wells Fargo, is for entrepreneurs at all stages. The presentation will help you increase the likelihood of qualifying for financing, learn to assess your business’ need for financing, and become familiar with the lending process. The course is comprised of nine modules – feel free to move through the course at your own pace! Total course hours: 1.5 hours.

Modules and topics covered are:
Module 1: Position Your Business to Obtain Financing
Module 2: Know When to Borrow & Why: Start-up, Operations & Growth
Module 3: Evaluate the Need & How Much Financing is Required
Module 4: Choose the Right Type of Financing: Debt vs. Equity
Module 5: Focus on Debt: Identify the Right Loan Product for Your Needs
Module 6: Select a Lender and Qualify for a Loan
Module 7: Understand the Loan Application Process
Module 8: Put the Loan to Work
Module 9: Pay Off the Debt

Watch Now

Back To Top

Back To Main Menu

Business Finance Roadmap

Whether you are just starting up or expanding an existing business, this course will help you learn about credit and financing opportunities for your small business. Additionally, the course will give insight on what lenders are looking for in the current credit environment so you can be best prepared when applying for financing. Total course hours: 1 session, varies by Center from 1.5-2 hours.

You will learn about:

  • What type of financing product and lender is the best fit for your business
  • What steps are involved in the process of obtaining financing
  • What to consider when preparing a financing application
  • How lenders will evaluate your application
  • How you can best meet the requirements for today’s lenders
  • What additional resources exist for understanding and improving your credit history
Course Location Time Day(s) Dates
Brooklyn
9 Bond Street, 5th Fl.

10:00AM-12:00PM

Friday

10/10

Register
Queens
168-25 Jamaica Avenue, 2nd Fl.

5:00PM-8:00PM

Wednesday

9/24

Register

3:30PM-4:30PM

10/22

Register

Washington Heights
560 West 181st Street, 2nd Fl.

1:00PM-3:00PM

Thursday

9/18

Register

Back To Top

Back To Main Menu

QuickBooks

Learn the key features and benefits of this accounting software!
Business owners need to monitor their spending and expenses in order to maintain a healthy profit. QuickBooks can help you keep track of daily transactions, as well as develop financial reports such as Income Statements, Balance Sheets, and Cash Flow Statements. This course will teach you how this software program can help you track your business financials effectively and efficiently. Total course hours: 5 sessions, 10 hours.

You will learn about:

  • Setting up your chart of accounts
  • Recording purchases, bills and accounts payable
  • Recording your sales, receive payments and make deposits
  • Creating reports that help you understand business performance

*NOTE: This course is designed to teach businesses how to use the software application. In order to benefit from this course, you must have a basic knowledge of business financials and computer applications.  If you are not familiar with concepts such as: categorizing revenues and expenses on an income statement, using a balance sheet, creating and using a cash flow statement, and accounting and bookkeeping methodology, you should register for Business Financial Management as a prerequisite.

*Due to seating limitations, only customers from operating businesses may register for this course.

Course Location Time Day(s) Dates
Bronx
400 East Fordham Road, 7th Fl.

6:00PM-8:00PM

Mon, Tues, Fri

09/15, 09/16, 9/22, 9/23, 9/26

Register
Brooklyn
9 Bond Street, 5th Fl.

5:30PM-7:30PM

Mon, Wed

8/25, 8/27, 9/3, 9/8, 9/10

Register
Upper Manhattan
361 West 125th Street , 2nd Fl.

5:30PM-7:30PM

Mon,Tues, Wed, Thurs

9/22, 9/23, 9/24, 9/25, 9/29

Register

Back To Top

Back To Main Menu

QuickBooks Quick Review

Get a quick refresher on the ins and outs of QuickBooks accounting software! QuickBooks can help you keep track of daily transactions, as well as develop financial reports such as income statements, balance sheets, and cash flow statements. In this special 4-hour abridged course, participants will learn how to use QuickBooks to help track their business financials effectively and efficiently. This course is not for beginners and is suitable for students who have used QuickBooks before. Total course hours: 1 session, 4 hours.

You will learn about:

  • How to set up your business’ books and chart of accounts
  • How to record daily transactions such as sales and expenses
  • Entering and paying bills
  • Workflow and reporting

*NOTE: This course is designed to teach businesses how to use the software application. In order to benefit from this course, you must have a basic knowledge of business financials and computer applications. If you are not familiar with concepts such as: categorizing revenues and expenses on an income statement, using a balance sheet, creating and using a cash flow statement, and accounting and bookkeeping methodology, you should register for Business Financial Management as a prerequisite.

*Due to seating limitations, only customers from operating businesses may register for this course.

Course Location  Time  Day(s)  Dates 

No courses are being offered at this time. Please check back soon for updates!

Back To Top

Back To Main Menu

Understanding & Improving Your Credit

Having a good credit score is important to starting a new business. Learn what to look for on your credit report and the actions to take to build up your credit. Total course hours: 1 session, 2 hours.

You will learn about:

  • How to get and obtain your credit report
  • How to dispute discrepancies on your credit report
  • How to improve your credit  
Course Location Time Day(s) Dates
Bronx
400 East Fordham Road, 7th Fl.

3:00PM-5:00PM

Thursday

9/18

Register
Brooklyn
9 Bond Street, 5th Fl.

3:00PM-5:00PM

Wednesday

10/8

Register

Upper Manhattan
361 West 125th Street , 2nd Floor

5:30PM-7:00PM

Tuesday

9/9

Register
Queens
168-25 Jamaica Avenue, 2nd Fl.

3:30PM-4:30PM

Wednesday

9/10

Register
Staten Island
120 Stuyvesant Place, 3rd Fl.

5:30PM-7:30PM

Monday

10/6

Register
Washington Heights
560 West 181st Street, 2nd Fl.

10:00AM-12:00PM

Tuesday

10/7

Register

Back To Top

Back To Main Menu

Accessing Financing

NYC Business Solutions financing team will review basic criteria, products, and options for small business owners looking to obtain financing. Total course hours: 1 session1, 2 hours.

You will learn about:

  • The five Cs
  • Debt financing, equity financing, crowd funding
  • Key considerations and terms
  • Additional resources

Course Location  Time  Day(s)  Dates 

Lower Manhattan
110 William Street, 7th Fl.

5:30PM-7:30PM

Wednesday

10/8

Register

Back To Top

Back To Main Menu

How to Finance Your Business with Crowdfunding

Crowdfunding is a way to fund and grow interest in a project or venture by raising small amounts of money from customers and others over the Internet. Learn more about how crowdfunding can help you access financing to get your project off the ground.

What you will learn about:

  • How Crowdfunding works and its benefits
  • Various crowdfunding platforms
  • How to create a successful crowdfunding campaign to raise money
  • Ways to market and manage your campaign

Course Location Time Day(s) Dates

Upper Manhattan
361 West 125th Street , 2nd Floor

5:30PM-7:30PM

Thursday

9/18

Register

Queens
75-20 Astoria Boulevard, Suite 140 Jackson Heights

3:00PM-5:00PM

Tuesday

9/16

Register

Back To Top

Back To Main Menu

Introduction to Financial Projections

 Financial projections are a key tool used by business owners to predict future performance of a business, calculate profitability, and understand how different business levers can impact the bottom line. This course provides a step-by-step overview of how to develop financial projections for your business.

You will learn about:

  • Introduction to financial projections
  • Financial statements review
  • Understanding assumptions and inputs
  • Building out financial projections
  • Changing inputs and creating scenarios

Course Location  Time  Day(s)  Dates 
Lower Manhattan
110 William Street, 7th Fl.

5:30PM-7:30PM

Tuesday

9/9

Register

Back To Top

Back To Main Menu

Introduction to Pricing

Is pricing an art or a science? Learn how to set the right prices for your products/services and how changes in price impact the bottom line.

You will learn about:

  • Basic pricing strategy
  • Foundations of price setting
  • Common pricing models
Course Location  Time  Day(s)  Dates 
Lower Manhattan
110 William Street, 4th Fl.

5:30PM-7:00PM

Wednesday

10/22

Register


Back To Top

Back To Main Menu

Alternative Lending: A Guide to Investors, Equity and Crowdfunding

Taking out a line-of-credit or term loan for your business may not be right for your business. Find out what types of alternative lending options are available to business owners as well as how to find them. Learning what types of investors are out there can help you make informative decisions about partnerships and business growth. Choosing an alternative lending solution for your business needs will keep your cash flow current without cutting into your bottom line. In this course, attendees will learn about various financing options, seizing the opportunity, as well as rules for building healthy financing relationships. 

You will learn about:

  • The different types of investors: Angel, Venture Capitalist, Private
  • How to approach investors and what they look for where choosing to invest
  • What is a pitch?
  • Different equity options when working with partners and investors
  • Using crowdfunding as a source to fund projects or fill a funding gap 
  • The science to a successful crowdfunding campaign

 
Course Location Time Day(s) Dates

No courses are being offered at this time. Please check back soon for updates!


Back To Top

Getting Ahead

Learn how to achieve your personal financial goals

This workshop will provide a basic overview of how to manage one’s personal finances. It is designed to empower individuals to take control of their financial lives and to give individuals the tools needed to achieve their financial goals.  Total course hours: 5 sessions, once a week for two hours each session. 

You will learn about: 

  • Developing a long-term wealth building goal
  • Starting saving for the future
  • Developing a Financial Action Plan
  • Starting an emergency fund
  • How to view credit report and start building/repairing credit

Course Location Time Day(s) Dates
Bronx
400 East Fordham Road, 7th Fl.

6:00PM-8:00PM

Tuesday

09/09, 09/16, 09/23, 09/30, 10/07

Register

10/21, 10/28, 11/4, 11/11, 11/18

Register

Back To Top

Back To Main Menu

Preparing Your Business for Financing

This workshop will help small business owners better understand how to finance their business.

You will learn about:

  • Credit – understanding your FICO score
  • What lenders look at – The five Cs of credit
  • Business tips on how to access capital
  • How to apply for financing

Course Location Time Day(s) Dates

No courses are being offered at this time. Please check back soon for updates!

Back To Top

Back To Main Menu

Choosing Your Path - Funding Your Business Growth

There almost always comes a point in growing your business when you have to decide between debt, equity, or another avenue for funding your business. Today, your options are many, but deciding what is best for your business requires real examination and advice.
 
The Lower Manhattan Small Business Solutions Center is partnering with Slow Money NYC, Edible Manhattan, Bernoulli Finance, and VEDC to host a workshop on debt, equity, and crowdfunding options for your business. We will help answer questions such as the following:

  • I'd like to raise equity for my business - how do I determine how much equity to give away? And at what price?
  • How do I determine the value of my business for investors?
  • When is debt versus equity better?
  • I'm not interested in traditional debt or equity - what are my options?
  • I've been turned away from almost every lender and investor - what are my options?

 See our packed agenda below and register today!

  • 6:35 Welcome and overview of the event
  • 6:45-7:30 Discussion between experts about pros and cons of various funding options
  • 7:30-7:45 Attendee questions
  • 7:45-8:00 Resource pitch (other lenders, advisors, and small business consultants tell you what they offer)
  • 8:00-8:30 Entrepreneur pitches

Course Location Time Day(s) Dates

No courses are being offered at this time. Please check back soon for updates!

Back To Top

Back To Main Menu

Fuel Your Dream Crowdfunding Project

Over $5Bn has been raised using Crowdfunding platforms. It is your turn to raise money for your business with the crowd. The Queens Small Business Solutions Center has partnered with some heavy hitters, such as Indiegogo, Kiva Zip, Kickstarter and others to help 20 businesses design, launch and market their crowdfunding campaign in 8 hours to raise money for their businesses. Only 20 businesses will be accepted.

Selected businesses will go through a one-day program to

  • Work one-on-one with our expert partners
  • Create a compelling story and visual that connects with your audience
  • Develop the right incetives and an effective marketing strategy

Course Location Time Day(s) Dates

 No courses are being offered at this time. Please check back soon for updates!

Back To Top

Back To Main Menu

Alternative Lending: A Guide to Investors, Equity, and Crowdfunding

Taking out a line-of-credit or term loan for your business may not be right for your business. Find out what types of alternative lending options are available to business owners as well as how to find them. Learning what types of investors are out there can help you make informative decisions about partnerships and business growth. Choosing an alternative lending solution for your business needs will keep your cash flow current without cutting into your bottom line! In this course, attendees will learn about various financing options, seizing the opportunity, as well as rules for building healthy financing relationships.

You will learn about:

  • The different types of investors: Angel, Venture Capitalist, Private
  • How to approach investors and what they look for where choosing to invest
  • What is a pitch?
  • Different equity options when working with partners and investors
  • Using crowdfunding as a source to fund projects or fill a funding gap
  • The science to a successful crowdfunding campaign

Course Location Time Day(s) Dates

Brooklyn
9 Bond Street, 5th Fl.

3:00PM-5:00PM

Tuesday

10/21

Register

Back To Top

Back To Main Menu

Crowdfunding Bootcamp

Crowdfund Your Small business!
This course provides a basic overview of the steps you'll need to take to start a crowdfunding campaign for your small business. This course will walk business owners through the steps of creating a comprehensive campaign on the crowdfunding platform of their choice. Business owners will be ready to start their campaign upon completion of the class. Business owners must have the following information prepared prior to the class: A paragraph describing their small business, A breakdown of the amount of funding needed/how the money will be used and props related to the campaign (needed for taking photographs).

You will learn about:

  • How to develop a campaign story
  • How to determine what perks to offer
  • How to set up your campaign to go live
  • Tips and tricks on how to get customers to your campaign

Course Location Time Day(s) Dates

Brooklyn
9 Bond Street, 5th Fl.

9:00AM-3:00PM

Thursday

10/9

Register

Back To Top

Back To Main Menu

For questions about individual courses or to register over the phone, please contact an Account Manager at one of our NYC Business Solutions Centers.