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Accounting, Budgeting & Financial Planning

This section includes information on organizations that provide business financial planning consulting and classes, links to online information about accounting and financial planning, and a list of resources to help you find accountants.

Local Classes and Consulting - Free / Low Cost

Financial Planning Classes and Consulting
Get help from local organizations that provide financial planning classes and consulting for:

For start-ups:
Workshops | One-on-One Consulting

For early stage businesses (1-2 years)
Workshops | One-on-One Consulting

For emerging and established businesses (3+ years)
WorkshopsOne-on-One Consulting


Basic Accounting and Quickbooks Classes and Consulting
The following local organizations provide classes in accounting, business math, QuickBooks and more for small businesses

Berkeley Adult School
Business math, accounting, Quickbooks

Peralta Community College District
Accounting and management classes

Oakland Adult School
Excel & Quickbooks: Basic Bookkeeping class. Phone number for all Entrepreneur-related classes: (510) 879-4040.

East Bay SCORE
Introduction to QuickBooks & Basic Bookkeeping, Intermediate QuickBooks & Financial Analysis, as well as special QuickBooks classes for Retail, Construction Subcontractors, and other industries.


Online Information About Business Accounting and Financial Planning

American Institute of Certified Public Accountants Financial Info for Small Businesses

Tips for Small Businesses from California Association of CPAs (CalCPA)
This PDF offers information about starting a business, as well as tax tips, how to finance your business, insurance, retirement info for self-employed, and more. This document is used as part of a class taught by CalCPA.Also check out their


Selecting a CPA

Advice from California Department of Consumer Affairs
Good advice from the state's Board of Accountancy about selecting a CPA, understanding what certifies someone as a CPA, looking up licenses of accountants, and more.

Finding a Local Accountant

Personal recommendations are always a great way to find any professional.  If you are a member of a chamber of commerce, sustainable business group or other business organization, you may want to seek out members that are accountants, and ask others for recommendations.  You may also want to review the associations below to find an accountant that meets your needs.

California Society of CPAs
A listing of members of the association.  Does not include a special list of rated, reviewed or recommended members.

Better Business Bureau Certified Public Accountants
List of accountants that meet the criteria of the Better Business Bureau

National Association of Black Accountants – Western Region  
A listing of members of the association.  Does not include a special list of rated, reviewed or recommended members.

Alameda County Green Businesses
Find green-certified accountants

B-Corporations (Socially Responsible)
Search the B-Corporation site to find local B-Corp certified accountants (choose California as the location, and search for accountant)





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