We invite you to Brunch Crunch: a bite-size morning lecture and networking series featuring a rotating local expert as a special guest speaker.
Enjoy fresh eats in our gorgeous, light-filled space while learning valuable tips that you can instantly implement into your business. Connect with other creative professionals and leave feeling fueled up for the day.
We’ve kicked off the year with a focus on Financial Literacy and inviting to the table a discussion about the fundamentals of building a strong financial foundation, managing your business, and growing your success.
MARCH TOPIC: Bookkeeping Basics for Creatives
“Here’s the real-real: Waiting until the end of the year to do all your bookkeeping is a pain. You’re going to spend HOURS going back through transactions before the April 15th deadline. Bookkeeping on a monthly basis will not only save you time but will also help you find extra tax deductions that can potentially save you thousands on your taxes! Win-win.”
-Gina Knox for You Belong Here blog, Financial Skills for Creatives
Join us on Sunday, March 20th, as our expert speaker and financial coach, Cally Ingebritson of Chillax Finance talks to you about the importance of bookkeeping. Followed by a power hour of implementation that will get you on the path to success and growth. You’ll learn:
What the heck is bookkeeping (?)
Why bookkeeping is important for your business
All the bookkeeping lingo–Reconcile, Itemized Deductions, Cash Flow, Profit & Loss; all demystified
How you can track your biz income and expenses (for free!)
How to make filing your taxes a breeze next year!
Building a strong financial foundation for your creative business to grow!
WHAT TO EXPECT:
This Brunch Crunch is going to be a bit different from past events. This one will focus on helping you dive in and implement your learnings. We’ll have a full four hours to learn, Q&A, and implement to get you feeling comfortable with starting your bookkeeping.
9:30am: Doors open, light breakfast, coffee (sponsored by Coffee & Tea Collective), and networking
10:00am: Presentation + Q&A
10:45am: 15 minute Break with treats from our sponsors at Nothing Bundt Cakes
11:00: Implementation Overview via Wave ( Nic Roc will be available to help anyone utilizing Quickbooks)
11:45am: Lunch Break
12:30pm: Attendee Implementation + Q&A
2:00pm: End of Workshop
WHAT ‘S INCLUDED:
Coffee Sponsored by Coffee & Tea Collective
Light Breakfast snacks (bagels, fruit, yogurt, green juice)
Sweet Treats to keep you going Sponsored by Nothing Bundt Cakes - Point Loma
Lunch will be provided (be sure to choose your dietary restrictions at registration)
Guided Help and Support
$15 Discount Ticket for One for The Books (additional bookkeeping accountability support session)
Free Office Hours with Nic Roc to help you through any questions you may have post workshop ($50 Value)
3 Day Passes to Cowork at You Belong Here ($45 value)
Discounts on upcoming You Belong Here events
WHAT TO BRING
Laptop (please reach out to let us know if you do not have a laptop, we will be able to lend you one; limited supply)
Good Vibes
COST
You Belong Here Takes a Sliding Scale approach to the majority of their programs to ensure that these programs are accessible.
$55 - You do not own a home, share rent with roommates, money has been tight throughout COVID but you have gotten by and broke even with your business income
$65 - You do not own a home, rent an apartment, have a partner and/or roommate, income stream ebbs and flows
$75 - You own a home, have a consistent income stream, and/or have combined household income
*** Want to avoid Eventbrite fees? Send us a Venmo @YouBelongHere (be sure to put your full name + email, event name, in PRIVATE, so that we can send you registration)
TAKEAWAYS:
In this 4-hour hands-on workshop, you’ll:
Learn everything you need to get started with bookkeeping
Understand the importance of establishing a business bank account
Gain insight to building a strong financial foundation
Learn how to track your business income and expenses
After this workshop, you'll leave with:
Understanding how small businesses file taxes
Establish an account with Wave (Quickbooks) bookkeeping software
Tips and tricks for optimizing your bookkeeping practices
Less anxiety when it comes to your business finances
Checklist with self-employment deductions
Budget spreadsheet for financial success
The CONFIDENCE to implement strong financial foundations for you and your business
Discount on our monthly recurring series “One for the Books” accountability session
Who is this workshop for?
Anyone who runs a small business and is freaked out by the thought of bookkeeping! Whether you are just beginning a business or a seasoned creative entrepreneur, this workshop is a great place to begin to understand how to build your financial grounding.
COVID PRECAUTIONS + REFUNDS
MASKS ARE REQUIRED
Social distancing will be enforced in terms of seating/layout of space
Networking will take place outside in our outdoor patio
Lunch will be boxed
At You Belong Here we understand how unpredictable and uncertain the times are, and with it comes the challenge of navigating socializing in person.
You Belong Here will be offering refunds only with a 72 hour notice prior to the event. We want to ensure that our vendors are compensated for their labor and not impacted by last minute cancellations.
For any cancellations less than 72 hour notice, attendees can convert into a form of credit that can be used at You Belong Here or applied to a future Brunch Crunch.
MEET OUR EXPERTS:
Cally Ingebritson
Chillax Finance // @chillaxfinance // chillaxfinance.com
Cally is a Financial Coach and current member at You Belong Here.
I want everyone, no matter where they come from, to feel joyful and confident about money. That’s my passion.
Her Money Story:
I didn’t get a great financial education from my parents, and I definitely didn’t learn about budgeting in school. Instead, I made it to adulthood before I had my “WTF moment” with money and realized I didn’t know all that much.
I had to teach myself how to positively think about my finances and make the right choices.
From that point, I decided I wanted to give back. My professional journey began in Minnesota, where I grew up and worked in personal finance for 10 years.
I saw that many people in the Twin Cities, including the LGBTQIA+ community, were lacking personable financial information so I decided to step in and launched Chillax Finance.
At first, my business was just me and another person sitting in a coffee shop, chatting about how to fix up their finances.
After that beginning, I found my way to the West Coast and now I’ve set up shop in San Diego, CA. Don’t worry if you’re not in California, though; I serve clients, whenever, wherever.
Oh, and here are some fancy titles she has accumulated
Financial Coach Certificate – Center for Financial Security – University of Wisconsin-Madison
Financial Coach Certificate – Central New Mexico Community College
Candidate for CERTIFIED FINANCIAL PLANNER™ Certification – CFP® Board
Financial Planning Certificate – University of Minnesota, Mankato
Four Directions of Financial Security Certificate – Minnesota Department of Human Services
Graduate Study in Gender and Women's Studies – Universidad Nacional de Colombia
B.A. in Spanish and Latin American Studies – University of New Mexico
WHY FINANCIAL LITERACY?
In 2021, You Belong Here collected survey data from over 150 San Diego based creatives and small businesses. The number one topic on everyone’s mind is Financial Literacy.
As creative small businesses, we’re most likely called to start our creative businesses as a way to share our art, our voice, and challenge systems and beliefs. I mean, who wouldn’t want to grow their wealth doing what they are most passionate about while positively impacting our communities and (dare we say) the world?
The work that we do as creatives, brings voices to our communities. Yet, according to the report released by Center for Cultural Innovation (CCI), Creativity Connects: Trends and Conditions affecting U.S. Artists, it reveals creative businesses are not developing the wealth at the rate of other small businesses and startups outside of the creative realm; not because our ideas are not significant, but because we lack the foundation of business development (i.e., financial literacy). Of course this is no fault of our own. Many of us creatives, while in school, didn't have a curriculum focusing on how to leverage our fine arts degree with business development. At the same time, we generally believe in the bigger picture outside of money; social justice, climate change, peace, love, and humanity. Spreadsheets, balance sheets, cash flow forecasts, profit and loss sheets, amortization, appreciation, depreciation–this isn’t in our realm and has nothing to do with changing the world. So we think?
Yet, money (unfortunately) makes the world go round. And if we don't develop an understanding of our worth and our wealth, we will remain the statistics we are creating awareness about.
You Belong Here believes the economic growth and empowerment of the Artist is at stake. How can we build systems of change and support our communities if we are burnt out and barely getting by? These very questions are why You Belong Here is bringing back our monthly morning business development series, Brunch Crunch.
We hope to see you soon!
Nic Roc, Owner and Program Director of You Belong Here