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SMALL BUSINESS DEVELOPMENT CENTER

QuickBooks Coaching Service

Need some guidance and coaching when it comes to keeping the books for your business? The Ohio SBDC at Lakeland Community College is now offering QuickBooks Coaching at no cost for a very limited time to current Northeast Ohio small business owners already using QuickBooks.

We'll help you with topics such as:

  • Review of your current QuickBooks processes
  • Overview of getting your bookkeeping in order

Our expert SBDC business advisor, Scott Gregory, will work with you via virtual/online meetings so it's easy to share information about your situation and needs. Scott is a CPA, QuickBooks Expert and Small Business Profit Specialist at Bottom Line Accounting Solutions, LLC.
 

Please note:
  • This service is for those business owners already using QuickBooks in their business 
  • This service does not provide QuickBooks Training for Beginners 
  • This service is not intended to perform any hands-on bookkeeping or replace the need for a professional bookkeeper
  • This service is limited per SBDC client, delivered in a minimum virtual meeting length of one hour 
  • This service does not offer any type of tax advice
     
To qualify for this service
  • You must be an existing small business owner located in Northeast Ohio 
  • You must be in business for at least one year
  • You must have 20 employees or less 
  • You must have a "for profit" business
  • You must already be setup and using QuickBooks for your business

To request this assistance, please follow this link to register. When you get to the page "Assistance Requested," check "Accounting" and type "QuickBooks Coaching" in the box requesting assistance details.

Small Business Manufacturers and Wholesale Distributors

The Ohio SBDC at Lakeland Community College is now offering a FREE Operational Review for Business to Business Small Companies in Lake and Geauga Counties. Our expert SBDC Business Advisor, Jim Gray, will work with you in person at your place of business to uncover any shortcomings and provide guidance on improvement.

In the day-to-day activities of your business, it can be difficult to get a sense of whether the entity is functioning as effectively as possible. Operational reviews are the perfect tool to help business owners and operating executives take a closer look at the organization, flagging any issues, whether it is communication, process, quality, staffing, etc., that affect the company's performance. 

Please note that this service provides an overview and will not go as in depth as a normal review. Though it can uncover:

  • Is the business organized in the optimal manner to support its mission and objectives? 
  • Are day-to-day operations working as efficiently as they could, particularly in certain areas? 
  • Are the right people in place to perform the necessary tasks? 
  • Are sufficient resources available to allow employees to fulfill their responsibilities?

Jim Gray is an Engineer, Operations Strategist and Business Solutions Advisor at JPG Advisors, LLC. Jim also has executive experience in small and midsize manufacturing companies. 

To qualify for this service:

  • You must be an existing small manufacturing or wholesale distributor business owner located in Lake County or Geauga County
  • You must be in business for at least one year
  • You must have 20 employees or less
  • You must have a "for profit" business

To request this assistance, please follow this link to register. When you get to the page "Assistance Requested," check "Operations Analysis and Planning."

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