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Budgeting – Bookkeeping – Taxes & Small Business Finance

July 10 @ 11:00 am - 1:00 pm CDT

Budgeting, Bookkeeping, Small Business
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Budgeting – Bookkeeping – Taxes & Small Business Finance

Are you a small, minority, women, LGBTQ+, or veteran business owner looking to sharpen your financial skills?

Learn about Budgeting, Bookkeeping, Taxes and overall small business finance from industry expert, Julie Irvin Hartman, MBA, Certified Proposal Manager and Co-Founder of B2G Victory.

This webinar is sponsored by Veritex Community Bank and part of TruFund Financial Services education (in person and webinars) available at no charge to business owners.

Session Topics include: 
  • Balance Sheet
  • Statement of Cash Flow
  • Income Statement
  • Essentials of budgeting.
  • Accurate forecasting.
  • Calculate essential ratios
  • Why you need to know your burn rate.
  • Using dashboards and snapshots for insightful reporting.

This session is perfect for anyone looking to enhance their financial knowledge. Don’t miss this opportunity to gain valuable insights!


We have a seat with your name on it!  Register

Already busy, to short of notice or just can’t attend. 

That’s OK, make sure to register and get the session recording and other helpful tools, templates and checklists to grow your business.

Veritex at a Glance

Headquartered in Dallas, Texas.
Founded in 2010, completed IPO in 2014.
Convenient banking centers in the Dallas-Fort Worth metroplex and greater Houston area.
One of the 10 largest banks headquartered in Texas.
Texas Bankers Association 2022 Cornerstone & LiFE Award recipients.
IBAT’s 2022 Best of Community Awards: Silver in Architectural Design and Bronze in Community Service.

About TruFund

Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have Trulmpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity. TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. TruFund was established in 2005 as a national nonprofit organization that advances economic opportunity for people, businesses, and communities in need. We offer more than a loan—we provide an opportunity for underserved small businesses and low-income communities to thrive.


Julie Irvin Hartman, MBA, Certified Proposal Manager, Co-Founder   |   B2G Victory

In addition to training on Budgeting – Bookkeeping – Taxes & Small Business Finance Webinar, Julie speaks on various other topics.

Book Julie to speak at your next event, tradeshow or create a custom training session.

More Training, Education & Events 

Continue your professional development and find additional training, education and events on the B2G Victory Event’s Page.


July 10
11:00 am - 1:00 pm CDT
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