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Money and Recordkeeping

March 7, 2023 @ 9:00 am - 11:00 am

Founder’s Series Session 5

In this interactive webinar we will share sources of capital, establishing credit, and tips for success in record keeping and cash flow management. We help you with tips and tricks in recordkeeping, as well as accounting language, giving you tools to help you sleep at night knowing you are:

  1. making money
  2. can pay your bills and
  3. will be able to access additional capital when you need it.


Presented by:

Jamee Dion, As a lifelong supporter of local and small businesses, Jamee has always been eager to make an impact at the community level. She’s the owner of Balanced Bookkeeping, where her strong attention to detail, clear communication style, and superior organizational skills make sure that small business owners are set up for success. Within SBDC, she works with founders to set up systems and problem solve to help assure financial success in the future. As a QuickBooks ProAdvisor, she can answer any QuickBooks questions you have.



Greg McFetridge grew up on a 3000 acre farm in Upstate NY, which inspired him to receive his business degree from Cornell University College of Agriculture and Life Sciences. Upon graduating Greg joined Citibank, but left after a few years to pursue agriculture related lending. He held positions with savings institutions, commercial lenders, an ag-lending program through Aetna Life Insurance, credit unions, and regional loan committees. Greg’s broad lending background caused the SBDC to pull him out of retirement not once, but twice, as we find his skill set unmatched.



*More information on the Founder’s Series and Entrepreneurship certificate can be found here.*


March 7, 2023
9:00 am - 11:00 am
Event Categories:




Central Virginia Small Business Development Center (CVSBDC)
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