This 3-hour workshop is a quick course in personal finance specifically developed for individuals who are anxious about financial decisions they will be making over the next 5-6 years.  Participants will learn the differences between various personal finance options in their lives. Topics will include: budgeting, financial safety online, credit and debit card basics, and how to understand your credit score/credit history.

This course is offered in a remote learning capacity. Zoom guidance and instructions will be provided in advance of the first session. 

Learning to effectively and efficiently use formulas to calculate numerical information is critical to becoming a proficient Microsoft Excel user. Formulas are one of the most powerful and versatile features in Microsoft Excel and they can help you work smarter, not harder!

This one hour program will cover the basic formulas in Excel including those that are most used, and help you use them to your advantage in your daily work.

This program will be offered in a remote learning capacity. Zoom link will be provided in advance of the session. 

Learn to use pivot tables to sort and organize data and build professional-looking reports containing large amounts of data in Microsoft Excel. This class will also cover the benefits of protected sheets and how to set up and use them properly. Finally, we will cover spreadsheet best practices including tips and tricks to help you stay organized, like format painter, text wrapping, auto filling cells, and more!

This program is offered in a remote learning capacity. Zoom link will be provided in advance of the session. 

In this course students will learn more advanced features of Excel, including charting, and discover how this powerful program can boost their productivity. Students will also learn how to use formulas and functions across multiple workbooks and worksheets, and create outlines and subtotals. This is a practical hands-on course where students will learn to create informative and eye-catching charts, as well as how to harness the power of Excel filtering techniques. 

This course is offered in a remote learning capacity. Zoom guidance and instructions will be provided prior to the start of the course. 

Date: Tuesdays and Thursdays, 9/14-10/21, 12 sessions
Time: 6:30-8:30pm
Format: Virtual Live Streaming via Zoom

Course Description:

Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters.

This program will cover general ledger entries and the balance sheet, payroll and other deductions, end of year financial reports, and more! 

Who Should Attend? 

This is an ideal program for the small business owner or for anyone who is interested in learning more about the basics of performing accounting functions. 

About the Instructor:

Juanita Sweet is a firm believer in the value of a Community College and public education having received her associate degree from Leeward Community College in Hawaii and her Bachelor of Business Administration from the University of Hawaii. She continued to Boston University for her Master of Business Administration in Accounting and Finance. Juanita has been teaching in community colleges since 1983 in Hawaii and at Cape Cod Community College. She also was an instructor for H & R Block as well as a tax preparer. 

Juanita retired as a full professor from CCCC and now teaches online courses. For the past 5 years she has been the accountant/bookkeeper for a nonprofit, Hawaiian Islands Ministries, Inc., in Honolulu. She has spent her adult life moving back and forth between Cape Cod and Hawaii, living in one and vacationing in the other. In September Juanita is moving back to Cape Cod and will spend her vacations in Hawaii. 

Date: Wednesday, 10/6/2021
Time: 9-3pm, with a :30 minute lunch break
Format: In person
Location: Hyannis Center, 540 Main Street, Hyannis

Course Description:

Learn how QuickBooks can help you track your accounts, receipts, statements, payables, inventory, and receivables. QuickBooks is designed for small to mid-sized businesses that want to use effective software with a traditional approach to accounting.

This program focuses on the desktop version of QuickBooks. We also offer the QuickBooks Online program. 

Who Should Attend?

This program is for anyone who performs bookkeeping or financial record keeping.  

About the Instructor:

Susan Martin is the founder and President of Pay Cape Cod & Quickbooks On The Cape.  With over 30 years of experience in small business ownership, she understands the importance of quality service and listening to her customers’ needs.

Sue has an extensive background in Quickbooks/Payroll training, installation and processing.

Sue is a past president of the Rotary Club of Hyannis, current Treasurer of Eventide Arts, Inc. and also involved with various other community organizations.

She currently lives in Dennis with her husband Jack.  They have three grown children and four grandchildren.

Date: Wednesday, 12/1/2021
Time: 9-3pm, with a :30 minute lunch break
Format: In person
Location: Hyannis Center, 540 Main Street, Hyannis

Course Descrition:

QuickBooks Online contains all the features and tools that a small business or contractor would need to keep track of vendors, customers, and financial accounts.

The purpose of this course is to teach you how to successfully navigate and use QuickBooks Online as your business' accounting software. However, it's also useful for those who have used previous desktop versions of QuickBooks and want to learn about Quickbooks Online. You'll learn how to use all the features of QuickBooks Online including:

• Setting up your company in QuickBooks
• Creating customer & vendor lists
• Creating and tracking invoices
• Paying Bills & writing checks                                      

No books will be required. Students interested can download the free trial version of QuickBooks Online for this course:  https://intuit.me/3pYjyGb

Who Should Attend?

This course was designed for the beginning or intermediate user of QuickBooks. 

About the Instructor:

Susan Martin is the founder and President of Pay Cape Cod & Quickbooks On The Cape.  With over 30 years of experience in small business ownership, she understands the importance of quality service and listening to her customers’ needs. She has an extensive background in Quickbooks/Payroll training, installation and processing.

Sue is a past president of the Rotary Club of Hyannis, current Treasurer of Eventide Arts, Inc. and also involved with various other community organizations. She currently lives in Dennis with her husband Jack.  They have three grown children and four grandchildren.

Date: Thursdays, 12/2/21-12/16/21, 4 sessions
Time: 4-6pm
Format: In person
Location: Hyannis Center, 540 Main Street, Hyannis

Course Description:

This session will explore additional formulas and functions and address absolute vs. relative cell referencing, multiple worksheets and displaying of data using charts. 

Attendees will learn how to expand their knowledge and use of functions and creation of charts.Topics covered include, but are not limited to: functions in Excel, cell referencing, creating and linking multiple sheets in a workbook, and creating charts.

Who Should Attend?

This session is appropriate for users who need to customize their worksheets, present data through charts, and/or develop long-range spreadsheets for data tracking.

About the Instructor:

Elaine Moore has earned three degrees: Associate’s and Bachelor’s degrees in Computer Science as well as a Master’s degree in Computer Information Systems. 

She has worked as a Director of Information Technology at the National Graduate School of Quality Systems Management (NGS) in Falmouth, then transitioned to the New England College of Business (NECB) in Boston. While at NECB, she was part of the eLearning Technology department, which created animated and interactive lectures for online classes.

Elaine started classroom teaching for Cape Cod Community College in the Fall semester of 2006 and has been teaching with us ever since! Students enjoy Elaine's friendly and personal demeanor.