Month: 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.

Mike Forney

Mike Forney

 

Business

Mike has been an active small business counselor since 2004 when he helped form the Steamboat Springs SCORE group. (Formerly called Service Corps of Retired Executives, SCORE is a resource partner with the U.S. Small Business Administration.) Following his relocation to Fort Collins in 2017 Mike has continued SCORE counseling in Larimer County and has already met with more than 40 clients assigned by the Denver office or directly from the national SCORE website. Mike has also recently completed certification with the Larimer County SBDC

Although most of his consulting has been in the general area of start-up businesses, he has worked actively with existing small business on partnership issues, strategic and business planning, personnel management and commercial and real estate lending. He has also counseled several non-profit organizations.

Mike retired in 2003 as president and CEO of PW Funding, a national commercial and multi-family mortgage banking company headquartered in New York City. PW Funding provided more than $1.5 billion in commercial real estate financing over a two-year period under Mike’s leadership.

He began his commercial mortgage banking career as an owner and chief operating officer of Larson Financial Resources in Bernardsville, New Jersey in 1985. Forney is a Certified Mortgage Banker (CMB). He was a member of the national board of directors for the Mortgage Bankers Association of America for ten years until his retirement and served on the multi-family advisory panels for both Freddie Mac and Fannie Mae.

Prior to 1985, Mike was employed for 18 years as a public relations, public affairs and national advertising manager with AT&T in Seattle, Portland, San Francisco and New York City. He also spent eight years as an announcer and news director at six different radio broadcast outlets in the Pacific Northwest.

He is Past President of the Routt County United Way, former Chairman of the Yampa Valley Regional Airport Commission, past president of the Steamboat Springs Rotary Club, past district governor of Rotary District 5440 (Northern Colorado, Wyoming and parts of Idaho and Nebraska) and a founding board member of the Steamboat Springs Main Street organization. He is now an active member of the Rotary Club of Fort Collins-Foothills. Mike is also a children’s story-teller with the Spellbinders group and now shares stories every month with fifth graders in both the Thompson and Poudre school districts.

He was a general aviation pilot for 50 years flying volunteer humanitarian missions for the national Angel Flight organization and the Department of Homeland Security before selling his last aircraft in 2014.

Mike now lives with his wife Janet Finley in Fort Collins.

Consulting Expertise Includes:

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. 

José Luis Ramos

Jose Luis Ramos

 

Bilingual English/Spanish

José Luis joins us from the City of Fort Collins Economic Health Office after running his own business for over 10 years, where he experienced the different needs of small businesses and the challenges of being an entrepreneur in the United States.  He is an engineer and has a BS in Computer Science from California Polytechnic State University.

“Right now I am focused on my service role in the community because I see the need for a guide for Latinx entrepreneurs.  I am passionate about helping those who are already operating their businesses and need resources to be more effective and successful in them as well as those who aspire to have their own company and do not know where to start.”

José Luis offers a wide range of experiences and knowledge in business, processes with government agencies, and strategies to make small entrepreneurs more productive and successful in their businesses.  His specialties include restaurants, construction, IT systems, and he is fully bilingual in both English and Spanish.

Consulting Expertise Includes:

Tiffany Helton

 

Restaurant Consultant

Tiffany Helton has worked in the restaurant industry for over 20 years. She is the co-founder of the STUFT burger bar restaurants and Lonesome Buck Breweries. Her original restaurant in Fort Collins has been in business for over 8 years. She is Serve Safe Certified and TIPS Alcohol Trained Certified. Tiffany is a true hospitality professional.

Consulting Expertise Includes:

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