Dream Focused – Business Minded

June 2020

[Webinar] QuickBooks Online; 3 Part Series

This series of classes will cover what QuickBooks Online 2020 can do for you. You will learn how to back up your system, navigate through the program, and receive an overview of setting up a company. Other topics include:

  • Managing your checkbook
  • Handling credit card payments
  • Reconciliation of accounts
  • Accounts payable & accounts receivable
  • Analyzing your financials with reports 

This class is perfect for the person who has never used the program or is within their first year of use and is using the online software.

Presented by:

Debbi Allison

Larimer SBDC QuickBooks ProAdvisor
Debbi Allison is a certified QuickBooks ProAdvisor with an AAS in accounting. As the owner of Open Book Consulting she specializes in accounting consulting, QuickBooks Online education and bookkeeping. Her occupational passion is helping business owners to succeed through better understanding and organization of their numbers. Debbi has more than two decades of experience working with small businesses in many different industries.

Curt Bear

Curt Bear


Financing, Business Planning

Curt Bear is the Founder of LoCo Think Tank – providing Value Driven Peer Advisory since 2014. Curt has 15 years of experience in small business banking and financial services, along with a stint in mobile food service. He can be useful in areas of cash flow and strategic planning, capital acquisition strategy, and business plan development – and he loves to help people find their purpose and build their team. He is passionate about many community causes, a member of Breakfast Rotary Club, and an Ambassador for The Matthews House. Curt and his wife Jill live in Old Town along with a dog (Tucker the Schnocker), an old cat (Tiger), and a small flock of backyard hens. His motto is: “Ask of Your Needs, and Share of Your Abundance.” LoCo Think Tank which provides peer collaboration groups for business owners, since 2014. 

Consulting Expertise Includes:

If you’ve never met with a Larimer SBDC consultant. 

To schedule an in person or phone call with Curt please call 970-204-8600 or email info@larimersbdc.org

Please provide a 24-hour notice of cancellation if you are unable to make this appointment. Although we understand that emergencies arise, cancellations made within 24 hours of the appointment will count as 1 hour of the consultant’s time. As well, our normal cancellation policy applies: cancellations made less than 24 hours of the appointment may result in a requirement to attend a class before you can reschedule an appointment.

Franklin Taggart

Franklin Taggart

 

Creative Consultant

Franklin helps creatives in the process of business planning, audience development, and professional direction. In addition to his music career, Franklin has owned several small businesses, and he continues to explore new business opportunities. His interests in the past few years have included online course production, content marketing, conferencing technology, and social media storytelling. Franklin is an in demand speaker and presenter, and he facilitates Full Reset renewal retreats for individuals and groups in Northern Colorado.

Consulting Expertise Includes:

If you’ve never met with a Larimer SBDC consultant. 

Please provide a 24-hour notice of cancellation if you are unable to make this appointment. Although we understand that emergencies arise, cancellations made within 24 hours of the appointment will count as 1 hour of the consultant’s time. As well, our normal cancellation policy applies: cancellations made less than 24 hours of the appointment may result in a requirement to attend a class before you can reschedule an appointment.

Fred Burmont

Fred Burmont
 

Financials, Business Development

Fred Burmont is a retired Colorado-licensed Certified Public Accountant (CPA) and former Chief Financial Officer (CFO) with more than 40 years’ financial management experience.

He has 25 years’ experience as a corporate finance officer including 15 years as part-owner and Financial Vice President of Chaparral Industries, Inc. a metal products manufacturing company headquartered in Denver. He served as the CFO, responsible for all financial, strategic planning, accounting, budgeting and cash management functions. The company grew from 10 employees and $1 million in sales to having 93 employees and $14 million in annual sales over the 15 years.

For 4 years he served as Vice President of Finance & Administration for Staodynamics, a publicly-held (NASDAQ National Market) manufacturer of FDA-approved medical devices and for 6 years as Senior Business Manager/Division Controller for Knowledge Interact, a subsidiary of Softbank Group.

A native of Colorado, born and raised in Denver, he is a graduate of the University of Colorado with a BS degree in Business, majoring in Accounting and Finance, and the University of Denver, Graduate School of Business Administration, with a Certificate in Marketing Research.

Most recently he was employed as the Vice President, Finance for Upstate Colorado, Weld County public-private economic development agency.

Since 2014 he has provided his services as a Certified Business Consultant for the Larimer SBDC. He was named the Larimer SBDC 2019 Consultant of the Year. He has now conducted more than 1,300 consulting sessions for over 800 SBDC clients.

Consulting Expertise Includes:

If you’ve never met with a Larimer SBDC consultant.

Please provide a 24-hour notice of cancellation if you are unable to make this appointment. Although we understand that emergencies arise, cancellations made within 24 hours of the appointment will count as 1 hour of the consultant’s time. As well, our normal cancellation policy applies: cancellations made less than 24 hours of the appointment may result in a requirement to attend a class before you can reschedule an appointment.

Greg Moore

 

 

Digital Marketing, PPC, Web Design, SEO

Hello, my name is Greg Moore and I’m a digital marketer, entrepreneur, and business consultant. My passion is finding hidden profit and growth potential in ANY business.

After graduating from The University of New Mexico with a degree in Applied Mathematics, I entered the workforce as a Satellite Engineer maintaining software for the government. Later, my wife and I answered an internal desire to enter the business world, so we started our own remodeling company selling over $50 million in less than a decade. Due to innovative marketing, advertising efforts, and creativity, our business was very prosperous. Much of our success was earned by our core belief that empowering and mentoring employees evokes a mutually beneficial environment.

Now I run AvaWing, a digital marketing agency and consulting firm in Fort Collins, CO. Understanding the challenges of being an entrepreneur, like working with little capital and needing guided direction and quick, useful information, enables me to pass my knowledge onto others. I also know that as a small business owner, implementing smart and economical strategies to get sales, leads, and clients is crucial to you.

Through conducting national workshops, 100’s of sales team meetings, and pitching large corporations like The Home Depot and Ace Hardware, I’ve gained invaluable industry knowledge and hands on experience. Working in the fields of Engineering, Pharmaceuticals, Chemistry, Health & Wellness, Photography, Hospitality, and Home Improvement has taught me substantial business expertise to offer back to our community.

Working with you to lift your entrepreneurship spirit to help you grow, build, and escalate your business will not only create higher profits, but teach you how to maximize the potential in your specific industry.

Consulting Expertise Includes:

If you’ve never met with a Larimer SBDC consultant. 

This appointment is with an SBDC Specialist who offers a limited number of hours (3, 1 hour sessions) to each SBDC client s/he sees. Please provide a 24-hour notice of cancellation if you are unable to make this appointment. Although we understand that emergencies arise, cancellations made within 24 hours of the appointment will count as 1 hour of the consultant’s time. As well, our normal cancellation policy applies: cancellations made less than 24 hours of the appointment may result in a requirement to attend a class before you can reschedule an appointment.

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