We're sharing our best advice on how to build a solid foundation for your bookkeeping practices.

In this 30-minute webinar presented by Excelsior Growth Fund and Community Capital New York, our expert advisors will cover everything you need to know about bookkeeping basics.

Join us and learn how to easily organize your financial information and use bookkeeping to make informed decisions for your business. 


Here's What You'll Learn

Best bookkeeping practices

Avoiding common mistakes
Choosing the right software

Meet Our Presenters

Carol brings more than 20 years of experience to Excelsior Growth Fund where she is part of the Business Advisory Services team. Carol works directly with small business owners and provides one-on-one technical assistance on best practices for financial management and accessing capital. She also has extensive experience presenting in-person group trainings and live webinars on a variety of business topics in conjunction with Excelsior Growth Fund’s community partners.

Copyright © 2019 Excelsior Growth Fund

Carol O'Connell
Assistant Vice President
Excelsior Growth Fund

Date: Wednesday, July 24, 2019 

Time: 2:00 - 2:30 PM

Can't make it? Sign up anyway and we'll send you the recording.  


Free Webinar:

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Carol brings more than 20 years of experience to Excelsior Growth Fund where she is part of the Business Advisory Services team. Carol works directly with small business owners and provides one-on-one technical assistance on best practices for financial management and accessing capital. She also has extensive experience presenting in-person group trainings and live webinars on a variety of business topics in conjunction with Excelsior Growth Fund’s community partners.

Carol O'Connell
Assistant Vice President
Excelsior Growth Fund

Meet Our Presenters

Amy Amoroso 
Director
Veteran Outreach Buiness Center

Amy Amoroso is the Director of the Veteran Business Outreach Center, covering Federal Region II New York, New Jersey, Puerto Rico and the US Virgin Islands. In her role, Amy assists in transitioning service members, veterans and military spouses who are looking to start, expand or purchase a business. Amy currently owns her own small business and is a military spouse.

Small Business Bookkeeping Best Practices

Choosing the right CPA

Julieta McPherson                        Vice President                 Community Capital New York

Julieta McPherson, is responsible to contribute to Community Capital’s mission of creating economic opportunity for a strong portfolio of borrowers across all products lines. Her service territory is Westchester County. Julieta has previous experience in small business lending with for profit, non-profit, and government organizations.  She has worked with a wide range of businesses and clients, from low-income micro-entrepreneurs, Latino women, and artisan communities in Mexico, to businesses with greater than $5 MM in annual revenue.  Julieta also has extensive experience training small businesses and micro-entrepreneurs in the areas of business development, marketing, customer service, and finance.