Money Smart for Business Courses

This class is an important step toward building a better business. We’ll help you identify the tax reporting requirements for a small business and establish a plan to account for and pay taxes.
This class will help you understand the benefits a small business derives from proper record keeping and identify best practices, tools, and resources for your organization.
This class will help you understand the basics of financial management and why it's important to your organization. We'll help you identify best practices, tools, and resources available to your business.
As a small business owner, it is important to know how much cash is moving in and out of your business. This class introduces some basic cash flow concepts that can get you started.
This class will help you understand how credit reporting may affect your business and identify methods for building a strong credit history to support the growth and sustainability of your business.
This class will help you identify common risks and potential risks associated with a small business and how to implement the appropriate risk management plan for your organization.
This class will explain the importance of insurance for your small business and identify the types of insurance required for your organization and insurance you may want to consider.
This class will explain the concept of time management and help you identify effective time management practices commonly employed by other successful small businesses.
This class will explain how to change the ownership of a business and will help you develop an exit strategy for retirement, including creating a succession plan and paying taxes.

Course Details

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Cost is Complimentary

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Coffee and Donuts Provided

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Space is Limited

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Registration Required

About Money Smart

To support business owners and their teams, Coastal offers Money Smart for Small Business courses designed to help those starting and managing a business. Money Smart was developed jointly by the Federal Deposit Insurance Corporation (FDIC) and the U.S. Small Business Administration (SBA).

Classes are hosted by Katy Woods, Coastal Community Bank Branch Manager, and Certified Coach. Katy joined Coastal as the Monroe and Sultan Branch Manager in 2013, and works with businesses from all stages including startup, growth, and sale or succession.

She has coached her employees for performance, development, and career paths for more than 14 years and received her professional Leadership and Growth coaching certifications in 2015. Register today as space is limited!

Next Session = Tax Planning and Reporting (March 1, 2023)