Tools
Not sure where to start?
These worksheets and handouts are designed to help guide business owners through planning and execution. Utilize the tools on your own or sign up for our services to walk through them with an experienced advisor.
Photography & Marketing Workshop Handout
This handout was presented as part of a training, presented by Andrus Communications, discussing social media, analytics, graphic design and photography skills.
Doing Business in Lakeport
Looking to start a business within the city limits of Lakeport? This handout can help with all of your start-up questions.
Cash Flow Worksheet
This worksheet is designed to help business owners break down monthly revenue and expenses to see how much debt expense they can afford each month.
Business Plan Template
This business plan template is for business owners that have already written a plan, or need a more in-depth document to provide to lenders.
Business Plan Worksheet
This tool is designed for the first-time entrepreneur. Use this easy-to-use form to get your thoughts down, to help form the basic structure of a sustainable, profitable venture.
Resources
Looking for previously recorded specialized assistance?
Our resources are on-demand, recorded training segments designed for business development on a variety of topics.
Organic SEO
Did you know that search engine optimization (SEO) drives 1,000%+ more traffic than organic social media? Find out how to optimize your website so your pages will rank higher in …
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Restaurant Expo: What Should Your Partnership with a Food Distributor Look Like?
Restaurant Operations Consultants Jason Mead and Cat Lindquist discuss what your partnership with a food distributor should look like, expectations you and the distributor should have of one another and …
View WebinarRestaurant Expo: Operating a Successful Restaurant & Strategies for Social Media Growth
In this next installment of our Restaurant Expo, you’ll get to hear from Weston Seifert, Owner of the Saw Shop Public House in Kelseyville and Megan Andrus, owner of Andrus …
View WebinarRestaurant Expo – Technology Return On Investment with US Foods
Join Jason Mead and Cat Lindquist from US Foods as they break down the services provided to restaurant clients, the relationships US Foods has built on trust, helping clients create …
View WebinarRestaurant Expo – How to Incorporate the Blue Zones Philosophy into Your Menu
Listen in as Jamey Gill, Executive Director of Blue Zones Project introduces you to the Blue Zones Philosophy and how it can not only impact your personal life, but, your …
View WebinarRestaurant Expo – Certified Tourism Ambassadors
Michele Carson is the Chair of CTA’s committee; She discusses the importance of having Certified Tourism Ambassadors here in Lake County. Learn about how it can help increase the economic …
View WebinarRestaurant Expo – HR 101 For Food Businesses
Denise Combs is a human resources professional who is the CEO and Executive Consultant of Combs Consulting. In this series she will guide you through mandated compliances, pay practices,Title VII …
View WebinarRestaurant Expo – Payroll 101 – For Food Business
Diane Plante, from Tomkins Tax Consultants, guides you through the basics of Payroll for your restaurant. She covers what you need to know to set up payroll, the state and …
View WebinarRestaurant Expo – Compliance with Local Jurisdictions
This session discusses how to gain compliance with local environmental health, special districts and grease trap regulations. You will hear from Bethany Moss, from the City of Lakeport, Craig Wetherbee, …
View WebinarBorrowing for your Business
In this webinar, a panel of local lending experts discuss how business lending works, how to prepare before applying for funds, the nature of the current lending environment, and who …
View WebinarRestaurant Expo- Knowing your Customer
Listen in as Julia Siderakis discusses how to adapt your business plan to the customers in your area, make the most of your client segmentation and design your menu.
View WebinarRestaurant Expo- Translating your story into a Business Plan
In this excerpt of the 2023 Restaurant Expo, listen as Julia Siderakis talks about taking your passion and translating it into a feasible and profitable business plan.
View WebinarTax Preparation with Diane Plante (Session Two)
This tax preparation series will walk business owners through the basics of taxes, what they need to know and how to set up systems that make reporting taxes easier. Topics …
View WebinarTax Preparation with Diane Plante (Session One)
This tax preparation series will walk business owners through the basics of taxes, what they need to know and how to set up systems that make reporting taxes easier. Topics …
View WebinarHR Matters (Part Two)
“HR Matters” because managing your company’s Human Resources Matters. This is the second part of a three-part series following the life cycle of an employee. We start with planning a …
View WebinarHR Matters (Part One)
“HR Matters” because managing your company’s Human Resources Matters. This is the first part of a three-part series following the life cycle of an employee. We start with planning a …
View WebinarHR Matters (Part Three)
“HR Matters” because managing your company’s Human Resources Matters. This is the third part of a three-part series following the life cycle of an employee. We start with planning a …
View WebinarHow to Navigate EIDL Repayment
The first payment for COVID-19 EIDL borrowers is due 30 months from the date of the original note. That means that these loans are starting to become due now. The …
View WebinarManaging and Repairing Your Credit
Most of us have seen our credit scores dip in the last few years, and this could be an issue if your score is currently low. Repairing your credit is …
View WebinarPlanning and Forecasting
Regardless of how you intend to create your business plan, having one — or at least a rough sketch — is an essential step toward successfully securing capital for your …
View WebinarPreparing to Get a Loan for Your Business
Whether you are just starting out or have been in business for several years, there are steps to take to get yourself ready to obtain a loan — from making …
View WebinarFinancial Statement Management
Whether we’re in a pandemic or not, it’s a good idea to know how your business is doing financially, and being able to pivot quickly if needed. This workshop will …
View WebinarBusiness Structures
When you start a business, you have a lot of decisions to make — and among the most critical is what kind of business entity you should create. Should you …
View WebinarBudgeting for Your Business
As we’ve all seen with the pandemic, we can’t always plan everything that happens to a business. However, creating a budget is an important way to make sure you don’t …
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