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Archives: Classes

  • Quickbooks 101

    Quickbooks 101

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    Quickbooks Online has become the industry standard for small business owners. While the program is powerful, it can be complicated and counter-intuitive to the way most people think it should be. Here lies the problem. It’s really designed for bookkeepers and CPAs, not plumbers, coffee shops, and chiropractors (you know, regular business owners.)

    Most business owners, don’t know their numbers, don’t pay themselves first, and don’t keep their books up-to-date, which causes them to file their taxes late, if at all, and never know if they are compliant with the IRS. Which leads to big unnecessary and costly fines and penalties. Bookkeeping made easy is just that, giving you the basics you need to know to keep your books up to date and stay IRS compliant. Because “The IRS doesn’t play”. 

    ​Want to access this class? Fill out this form: Request Class Recordings and Materials

  • Lead Generation

    Lead Generation

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    Are you looking for leads in all the right places? And if so, do you have an effective strategy to open the door to building a meaningful business relationship with the decision maker to convert that lead to a sale? To learn more about generating qualified leads and developing an effective networking strategy, watch this workshop on Lead Generation through effect Networking Strategies.

    Want to access this class? Fill out this form: Request Class Recordings and Materials

  • Selling on Amazon

    Selling on Amazon

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    Do you have a product that you think would do well on Amazon? Watch this class to learn all the beginner basics to launch your first listing at this Utah Microloan Fund class with instructor Amber Murray!
    Topics will include the ins and outs of:

    • Brand Registry
    • Listing
    • Fees
    • PPC
    • Vine

    ​Want to access this class? Fill out this form: Request Class Recordings and Materials

    About the Utah Microloan Fund:
    Since 1991, the Utah Microloan Fund (formerly Utah Micro-enterprise Loan Fund) has helped hundreds of entrepreneurs make their dreams come true by providing low-interest small business loans. Our mission is to empower underserved communities throughout Utah by providing business training and funding to entrepreneurs in start-up & existing businesses that do not qualify for traditional funding sources.
    We are a Community Development Financial Institution (CDFI), a designation given by the CDFI Fund to specialized organizations that provide financial services in low-income communities and to people who lack access to financing.

  • Sales & Marketing Plans

    Sales & Marketing Plans

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    The process of creating a marketing and sales plan can be time consuming and confusing on where to start. And it’s not as simple as it sounds. There are a lot of pieces to the puzzle in order to spend your money and your and/or your people’s time and effort wisely. To answer some of the mysteries of developing an effective Marketing & Sales plan, this series will address:

    • Understanding What is Included in Marketing & Sales Plan
    • Identifying Objectives of a Marketing & Sales Plan
    • Setting Attainable Marketing & Sales Goals
    • Categorizing/Qualifying Customers
    • Understanding Your Sales Funnel
    • Identifying Targeted Marketing Activities

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    Want to access this class? Fill out this form: Request Class Recordings and Materials

  • Hiring & Retaining Employees Series

    Hiring & Retaining Employees Series

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    Hiring and retaining employees is getting harder and harder. The process of hiring can be time-consuming and confusing. And once you hire your next employee, what can you do to keep your employee happy, motivated and engaged? To answer some of the mysteries of hiring and retaining employees, this 3 Part Virtual Series will cover: 

    Hiring for Growth
    Hiring your next amazing employee is getting more and more difficult. It takes time, processes and a plan. To understand what you need to do before hiring your next employee as effectively as possible, watch this class! Topics include:

    • Identifying Your First/Next Hire
    • Writing an Effective Job Post
    • Creating an Effective Hiring & Interviewing Process

    The Components of a Win-Win Job Description
    Before you write a job post, it is essential you write a clear job description that not only includes what you expect of your new employee, but also what can the employee expect from you, their boss. 
    The webinar will walk you through these key elements of a job plan:

    • Tasks, Roles & Responsibilities
    • Priorities with Goals and Metrics
    • Company & Employee Expectations

    Creating an Effective Onboarding, Training & Development Program
    Once you have hired a new employee, the hard work is not over. From the first day on the job, an employer must make sure to welcome each new employee to ensure they understand how important they are to their new team. To understand how to onboard employees effectively watch this class for:

    • Onboarding Plans
    • Training & Development Plans
    • Performance Evaluation Processes
    • Mentoring & Coaching Opportunities

    Instructor: Karin Palle of Advanced Business Consulting
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    Want to access this class series? Fill out this form: Request Class Recordings and Materials

  • Action Plans for Success

    Action Plans for Success

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    2022 is here and business owners must identify new goals and areas for improvement. But where do you start? And how do you inspire your team to be a part of your company’s success and strategic planning? This class covers:

    • What is an Action Plan?
    • Why are they important?
    • How do you identify Areas for Improvement?
    • How can you improve Performance?
    • What should be included in an Action Plan?

    Want to access this class? Fill out this form: Request Class Recordings and Materials

  • Financials 201

    Financials 201

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    Once you understand what reports you need to manage your financials, it’s important to know how to use them to hold yourself and your people accountable for the financial wellness of your business. To support these efforts, Financials 201 will cover the following topics:

    • What numbers, ratios, and percentages should I be monitoring?
    • What is the difference between KPIs, metrics and goals?
    • Why is it important to create a Forecast for my business?
    • How do I create a Forecast that makes sense?
    • How can I use my Forecast to create a Budget for Growth?

    Numbers are only valuable if you understand what they are telling you. So make sure to have your calculator handy to experience how math is magical and can guide you to holding yourself and your employees responsible for growth.

    Want to access this class? Fill out this form: Request Class Recordings and Materials. 
    Financials 101 is available as well. ​

    Instructor: Karin Palle of Advanced Business Consulting

  • Financials 101

    Financials 101

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    Successful strategic planning is based upon understanding the health of your business. And the best place to start is working with your financial statements. But what do you need to know in order to maximize the information they are telling you? To answer this question, the Utah Microloan Fund sponsored two virtual workshops: Financials 101 and Financials 201. This two-part series led by Karin Palle with Advanced Business Consulting focuses on the magic of numbers and how to use them to manage and grow your business.

    This class explores the reports you need to manage and grow your business and covers:

    • What is a P&L, Balance Statement and Cash Flow Statement?
    • What should they include?
    • How should they be categorized?
    • What are they telling you?
    • How often should you monitor them?


    ​    Want to access this class? Fill out this form: Request Class Recordings and Materials
      

  • Branding

    Branding

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    These days, a logo and business cards doesn’t cut it when starting, building and growing a business. You need to be aware of how all communication you do affects you and your business. What image do you project? What do customers say about your business? Are you reaching your target audience with the correct message? Use this class to explore the ins and outs to communicating your personal and business brand with the Utah Microloan Fund Building Your Business Series. This class will help you analyze your personal and business brand and decide if are you sending the best message possible.

    Instructor: Karin Palle of Advanced Business Consulting

    Want to access this class? Fill out this form: Request Class Recordings and Materials

  • Customer Segmentation & Messaging

    Customer Segmentation & Messaging

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    Knowing the name of the customer or company you do business with these days is not enough. There is an art to understanding who they are, what they need, and why they buy from you. At the next class in the Building Your Business Series, we will discuss the importance of segmenting your customers in a variety of ways to create effective messaging in your marketing and sales efforts. Come prepared to take a deep dive into your CRM to develop the building blocks to grow. The class focuses on developing amazing sales pitches.
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    Instructor: Karin Palle of Advanced Business Consulting

    Want to access this class? Fill out this form: Request Class Recordings and Materials

    About the Utah Microloan Fund:
    Since 1991, the Utah Microloan Fund (formerly Utah Micro-enterprise Loan Fund) has helped hundreds of entrepreneurs make their dreams come true by providing low-interest small business loans. Our mission is to empower underserved communities throughout Utah by providing business training and funding to entrepreneurs in start-up & existing businesses that do not qualify for traditional funding sources.
    We are a Community Development Financial Institution (CDFI), a designation given by the CDFI Fund to specialized organizations that provide financial services in low-income communities and to people who lack access to financing.