Knowledge Network

Connecting business leaders and building financial literacy.

Leadership Connection

Welcome! This is a forum for business leaders to exchange mutually beneficial ideas, best practices and to discuss issues and questions in which they might be able to help each other.

Please share your questions, ideas and topics that would be of interest to your business and also if you have any ideas on fostering partnerships between small business. To reach the forum moderator please use our contact page. contact page.

Finance for Non-Finance Managers

Workshop/seminar focused on applied accounting and financial management for early and mid-stage ventures.

  • One on one customized training and coaching to client selected staff and non-finance managers.
  • Using QuickBooks for book-keeping, invoicing, budgeting and reporting.

Resources & Templates

The following resources are here to help you assess your needs in financial management and also develop further the internal capabilities you might already have:

Needs Assessment Questionnaire / VOC Survey

Take the Survey

Project Overview Template

Download Template

Executive Summary Guideline

Download Guide

Would you like to save up to 20% on your QuickBooks purchases?

Please include "Save on QuickBooks" in the subject line when you contact me.

Contact Me Today