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Business Owner Education

As part of our commitment to helping small businesses (and their owners) prosper, we offer complimentary courses for both our clients and for the public.

Small Business Seminar Series 

Every Fall/Winter, we offer a series of free seminars for small business owners. Experts in business consulting, accounting, insurance, financial and life planning, and banking present on the most challenging topics facing small business owners. These free courses are offered as part of our commitment to helping small businesses (and their owners) prosper.

All seminars are held Tuesday evenings from 6-8 p.m. at The Business Guides training room, which is located at 1005 Lawrence Street in Uptown Port Townsend, WA, 98368. 

CHECK BACK in August for 2017 offerings!​

Here are seminar topics we offered in 2016. 

  • Small Business Survival Skills:  How to Prevent Your Business from Failing

Charley Kanieski, CPA, President, The Business Guides; Kevin Hoult, MBA, SBA Certified Business Advisor, North Olympic Small Business Development Center. Learn the top reasons why small businesses fail and what you can do to avoid pitfalls. You’ll hear case studies and get practical tips on best practices from experienced small business advisers.​

  • The Ins and Outs of Small Business Health Insurance

Charley Kanieski, CPA, President, The Business Guides; Kristin Manwaring, Owner, Kristin Manwaring Insurance; Jennifer Jenkins, Licensed Agent, Kristin Manwaring Insurance. As a small business owner, you have several options regarding health insurance for owners and employees under the Affordable Care Act. Attend this seminar to learn more about your insurance options, and how the expense of small business health insurance can be best used for tax benefits.​

  • Use Your Business to Fund Retirment Plans & Maximize Social Security

Charley Kanieski, CPA, President, The Business Guides; Stephen Sklar, Financial Advisor, Edward Jones. Learn about how a retirement plan can help you and/or your employees save for the future with significant tax advantages. We’ll explain which retirement plans are right for you at different stages of your life and your business life. Learn why Social Security is a good investment, and how you can maximize it to your advantage as a business owner.

  • Selling Your Business? Make it Attractive to Bankers & Buyers

Charley Kanieski, CPA, President, The Business Guides;  Ben Crowl, Senior Vice President, First Sound Bank; Janie Sacco, Vice President, SBA Loan Officer, Kitsap Bank. Join us for a panel of commercial lending experts to guide you through the key factors you should consider when preparing for the sale of your business. We’ll review the business sale from both sides of the business deal, so you’ll be better informed of how to craft a proposal that works for both the buyer and seller.

 

Small Business Lending Library

We have hundreds of titles on a wide range of topics - hand picked for our clients and available for check-out.

 

 

 

Learn How to Make a QuickBooks Backup File in 5 Minutes

During tax time and for our mid-year and year-end tax reviews, we'll ask you to submit a backup of your QuickBooks file. It's simple - take 5 minutes to watch our video and learn how!