We're Sharing Our Best QuickBooks Advice, Tips and Tricks

In this two-part webinar series presented by Excelsior Growth Fund, our expert advisors will cover the basics of QuickBooks and how your small business can take advantage of all the program has to offer. 

From getting started to generating and reviewing reports, we’ll help you better understand how to use QuickBooks to positively impact the financial health of your business.

Here's What You'll Learn

How to navigate QuickBooks and view reports

How to use QuickBooks to manage invoices and bills
How to manage your inventory through QuickBooks

Meet Our Presenters

Paola brings more than 11 years of experience to Excelsior Growth Fund where she is part of the Business Advisory Services team. Paola works directly with small business owners and provides one-on-one technical assistance on best practices for financial management and accessing capital. Technical skills include underwriting, financial management, loan packaging, business plan reviews and cash flow analysis.

Copyright © 2018 Excelsior Growth Fund

Paola Garcia
Assistant Vice President
Excelsior Growth Fund

Wednesday, August 15, 2018
Wednesday, August 22, 2018

Time: 3:00 - 4:00 PM 

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


QuickBooks Webinar Series: 
Tools to Evaluate Your Company's Financial Health

How to enter transactions and use QuickBooks to reconcile your books

Alek Marfisi
Founder and Owner
Upwind Strategies

Alek Marfisi owns Upwind Strategies, a small business consultancy and professional services company that makes a matching microloan to entrepreneurs in developing countries for every hour of consulting it provides. In his career, Alek has logged over 11,000 hours consulting to small companies from a myriad of industries. For the 1,000+ clients he has consulted to, he has helped to create and retain over 1,000 jobs in the tri-state area and fundraise over $75 million. Alek is also a professor at the International Culinary Center, where he has taught Culinary Entrepreneurship for over 8 years. Previously, Alek worked in the aviation industry as airport operations supervisor at Orange County Airport.
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