Master Your Business Finances
Envoici Entrepreneur Essentials - 6-Week Training Series
CLOSED
Envoici Entrepreneur Essentials - 6-Week Training Series
- 6 Modules
- 3 Students
Description
Goal of Program: Empower small business entrepreneurs across the Caribbean to gain confidence in managing their business’s financial wellbeing. Through this program, participants will learn foundational accounting concepts and practical tools to simplify operations, improve financial management, and take control of their business success. Participants will also receive 3 months of free Envoici access to implement what they learn.
Key Modules:
- Why financial wellbeing is crucial for your business success.
- Overview of Envoici: Simplifying business and financial management.
- Live demo: Dashboard walkthrough and navigation.
- Overview of basic accounting concepts: Assets, liabilities, equity, income, and expenses.
- Introduction to the Chart of Accounts: What it is and why it matters.
- Setting up your Chart of Accounts in Envoici.
- Configuring company details and preferences (e.g., logo, contact details).
- Selecting and customizing an invoice template.
- Setting up the numbering sequence for invoices, quotations, and receipts.
- Adjusting other settings: Taxes, terms, footer notes, and customer fields.
- Understanding the importance of managing products and services.
- Setting up products and services in Envoici.
- Customizing product details (inventory, pricing, and taxes).
- Setting up customer and vendor profiles.
- Creating and managing quotations, invoices, receipts, and purchase orders.
- Recording expenses and payments.
- Step-by-step guidance to set up each participant’s business in Envoici.
- Finalizing key settings: Company details, invoice templates, and numbering sequences.
- Open Q&A session and participant feedback.
Instructor
Rochelle Walrond-Cox CSCA, CMA, CA, MSc., BSc.
Rochelle Walrond is a seasoned financial professional and entrepreneur with a passion for empowering small business owners to achieve financial confidence and success. With over a decade of experience in business finance, accounting, and entrepreneurship, Rochelle specializes in simplifying complex financial concepts for business owners, enabling them to make informed decisions and streamline their operations.
Benefits of the Envoici Entrepreneur Essentials Training Series
- Gain Confidence in Financial Management: Learn foundational accounting concepts and practical tools to manage your business’s finances effectively.
- Hands-On Experience with Envoici: Receive guided training to set up and use Envoici’s features, including invoicing, expense tracking, and reporting.
- 3 Months of Free Envoici Access: Apply your learnings immediately with a free subscription to Envoici software for three months.
- Simplify Business Operations: Discover how to streamline your processes, save time, and focus on growth using Envoici.
- Personalized Setup Session: Finalize your Envoici account configuration to match your business’s specific needs during the program.
- Expert Guidance and Support: Benefit from live interactive sessions with professionals ready to answer your questions and help troubleshoot.
Take the first step toward mastering your business finances with the Envoici Entrepreneur Essentials training series. This 6-week program is designed to simplify your operations, improve financial management, and build your confidence as an entrepreneur. Don’t miss this opportunity to grow your business with the right tools and guidance. Register today and start your journey to success!
FAQ
The program costs $85 BBD, which includes 6 weeks of live training sessions and 3 months of free access to Envoici software.
Participants will receive:
- Step-by-step training on Envoici’s core features.
- An introduction to basic accounting concepts.
- Practical tools to manage customers, invoices, expenses, and financial reports.
- A personalized session to set up your Envoici account.
The program starts on February 24th, 2025, and runs for 6 weeks, with live sessions held every Monday from 5:30 to 7:30 p.m.
All sessions will be held via Zoom. A link to join will be provided to all registered participants before the start of the program.
This program is designed for:
- Small business entrepreneurs in the Caribbean.
- Business owners who want to improve financial management and streamline operations.
- Entrepreneurs new to Envoici who are looking for guidance to set up and use the platform.
- Accounting students interested in learning a new program.
Registration closes on February 18th, 2025. Be sure to secure your spot before the deadline!
Important Notice
Important Information: Program Access
The Envoici Entrepreneur Essentials training program will be conducted online via Zoom. To ensure a smooth experience, please follow these steps:
Install the Zoom Application
- Download and install the Zoom app on your preferred device (laptop, desktop, tablet, or smartphone).
- Visit https://zoom.us/download to download the application.
Ensure Your Internet Connection
- A stable internet connection is required to participate in the live sessions.
Session Access
- Zoom links for each session will be emailed to registered participants before the start of the program.
- Please log in 5-10 minutes before the session begins to ensure you’re ready to start on time.
For any assistance with Zoom setup or troubleshooting, feel free to contact us at contact-us@envoici.com
We look forward to seeing you in the sessions!
