Workshops and Financial Education

Practical, tailored financial training for organizations and the people they serve, delivered by a CPA with 20+ years of experience.

Who These Programs Are For

Every program is built around the audience in the room, not a generic slide deck.

Business Support Programs

Accelerators and business support programs.

Nonprofits

Nonprofits and community organizations.

Entrepreneurship Cohorts

Entrepreneurship cohorts and small business groups.

Childcare Providers

Childcare providers and early-childhood organizations.

Workforce Development

Workforce development and job-training initiatives.

Schools and Institutions

Schools, colleges, and other institutions.

Public-Sector Organizations

Public-sector and government-adjacent organizations.

Custom Groups

Not sure where you fit? Reach out and let’s talk.

What Participants Walk Away With

Practical skills participants can use immediately, not just theory.

Understand Their Numbers

A clearer understanding of their numbers and how to use them to make decisions.

Budgeting and Cash Flow

Practical budgeting, cash-flow, and pricing skills.

Profitability

A better grasp of profitability and what actually drives it.

Payroll and Compliance

Working knowledge of payroll and compliance awareness.

Internal Controls

An introduction to internal controls and financial systems that hold up over time.

Real Next Steps

Concrete next steps participants can act on immediately, not just theory.

How It Works

From first conversation to a program built around your group.

  1. Tell us about your audience, goals, and timeline.
  2. SZ Accounting designs a tailored curriculum, single session or multi-session.
  3. The program is delivered in person or virtually, matched to your group.
  4. Participants leave with next steps, and follow-up support is available.

Custom Programs

No two organizations need the same thing. Session length, topic depth, and format are all built around your group, whether that is a single 60-minute workshop or a multi-part program over several weeks.

Program Scope and Investment

Pricing depends on audience size, session count, and program scope, so it is not published here. Reach out and SZ Accounting will put together a proposal built around your organization’s goals and budget.

Ready to Bring This to Your Organization?

Tell SZ Accounting about your group, and let’s build a program that fits.


Frequently Asked Questions

How many people can attend a workshop?

Group size is flexible and discussed when scoping the program, from a small team to a full cohort.

Can a single session cover multiple topics?

Yes, sessions can combine topics like budgeting and cash flow, or focus narrowly on one area depending on the group\u2019s goals.

Do you provide materials participants can keep?

Yes, take-home materials are built into most programs so participants have something to reference afterward.

How far in advance should we book?

A few weeks of lead time works best for custom curriculum design, though shorter timelines can sometimes be accommodated.