Managing Cash Flow & Bank Feeds -$49.99
Description
Keep your business running smoothly by mastering the essentials of bank reconciliation and cash flow management. This dynamic class teaches Cedar City entrepreneurs how to efficiently manage live bank feeds and connect them seamlessly to their bookkeeping software. You will learn step-by-step techniques to match transactions accurately, spot errors quickly, and maintain flawless financial records. By understanding the core mechanics of cash flow, you will be equipped to make smarter purchasing and growth decisions. Turn your daily banking routine into a powerful strategy for business stability.
Lineup
Erin Leclair
Erin LeClair is a CPA and business advisor who has spent more than 20 years helping small business owners understand their finances and make better business decisions. After years of working primarily in income tax, Erin now focuses on helping entrepreneurs understand their financial statements, improve profitability, and gain confidence in the financial side of running a business. Throughout her career, Erin has worked with businesses of all sizes and at all stages, from owners just getting started to established companies looking to grow. She enjoys teaching practical financial concepts in a way that is easy to understand, whether the topic is QuickBooks, bookkeeping, taxes, or using financial reports to make smarter business decisions. Erin graduated from Southern Utah University with a degree in Accounting and is proud to call Cedar City home. When she's not working with clients, she can usually be found baking, hiking, listening to audiobooks, or cheering on one of her children at their sporting events.
FAQs
- Is this class eligible for Custom Fit funding?
Yes! This course is Custom Fit eligible. If you are a for-profit business operating in Utah, you could receive up to 40% of the class cost back through the state's Custom Fit training program. It is an excellent way to sharpen your business and financial skills while saving on professional development.
Please Note: Custom Fit applications must be submitted and approved before the class begins, and funding is awarded on a first-come, first-served basis.
For full eligibility requirements or to apply, visit the Southwest Tech Custom Fit Website.
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