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Business Owner Education

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

Small Business Seminar Series

Each fall/winter, we offer our popular 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.

Subscribe to our mailing list to be notified as soon as this year's seminars are scheduled, so you may register before they fill. 

Past Seminar Offerings   (2018 topics will be announced mid-year)

Tuesday, September 26, 2017 -- Your Financial Statements Tell a Story

Sarah Hadlock, CPA, CFP ®, Manager, The Business Guides
Erika Lindholm, VP, Senior Business Lender, Craft3

Learn how your Income Statement, Balance Sheet and Cash Flow Statement work together, and how your financial statements can help you understand your business better, make educated decisions, and plan for the future. Learn about how bankers use this information to make decisions on business loans and other financial services. <REGISTER NOW>

Tuesday, October 3, 2017 -- The Ins and Outs of Small Business Health Insurance

Kristin Manwaring, Owner, and Jennifer Jenkins, Licensed Agent, Kristin Manwaring Insurance
Charley Kanieski, CPA, President, The Business Guides

As a small business owner, you have several options regarding health insurance for owners and employees. Attend this seminar to learn about how the latest changes in health care law impact your insurance options, and how the expense of small business health insurance can be best used for tax benefits. <REGISTER NOW>

Tuesday, October 24, 2017 -- Exit Planning Strategies for Your Business

Charley Kanieski, CPA, President, and Sarah Hadlock, CPA, CFP ®, Manager, The Business Guides
Learn how to transition out of your business successfully. You’ve worked hard to build your business, and we’ll share the many exit strategies available for owners. We’ll also guide you through how financial life plans and retirement planning fits into your exit strategy. We’ll help you see how the timing of your exit, the value of your assets, and your plans for the future all fit together. <REGISTER NOW>

Tuesday, November 14, 2017 -- Investing in Great Employees

Bob Podrat, MBA, MA
Gigi Callaizakis, PhD, and Carolyn Pedersen, MA, Full-Circle HR

Having trouble deciding where to invest your money, time and energy with employees? In this seminar, you’ll learn from Executive Coaching and Human Resources experts Bob Podrat and Gigi Callaizakas where to focus your efforts to recruit and retain amazing employees. Bob will share strategies for developing emotional intelligence in your team, and Gigi will share her top employee management tips. <REGISTER NOW>

How to Register

Online registration for these free seminars is open once the registration links above are live. Email with any questions. 

All seminars are held Tuesday evenings from 5:30 - 7:30 p.m. at The Business Guides' classroom, which is located at 1005 Lawrence Street in uptown Port Townsend, WA.

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.




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!