Hosted by UNPKD
Presented by Christopher R. Stern, Financial Advisor, Edward Jones
UNPKD is pleased to welcome Christopher R. Stern, Financial Advisor with Edward Jones, for an informative workshop designed to help entrepreneurs, nonprofit leaders, freelancers, and small business owners build a strong financial foundation through effective bookkeeping and a better understanding of New Jersey tax requirements.
Accurate financial records are essential to the success of any business. Whether you're just getting started or looking to improve your financial management practices, this interactive three-hour workshop will introduce participants to the fundamentals of bookkeeping, financial organization, and New Jersey tax policy.
Attendees will gain practical knowledge that can help them stay compliant, make informed financial decisions, prepare for tax season, and better understand the financial health of their businesses.
Workshop Topics
Participants will learn about:
The fundamentals of bookkeeping for small businesses
Setting up an organized bookkeeping system
Recording income and business expenses
Understanding assets, liabilities, and equity
Managing accounts payable and accounts receivable
Reconciling bank and credit card statements
Reading and understanding basic financial statements
Cash flow management and budgeting
Best practices for organizing financial records
Common bookkeeping mistakes and how to avoid them
New Jersey business tax registration requirements
Understanding state sales tax obligations
Employer withholding and payroll tax basics
Filing deadlines and annual reporting requirements
Maintaining records for audits and compliance
Free resources available to New Jersey business owners
Featured Presenter
Christopher R. Stern, Financial Advisor with Edward Jones, will share practical financial management strategies that every entrepreneur should understand when starting and operating a business. Drawing on his experience working with individuals, families, and business owners, Christopher will explain how maintaining accurate financial records supports long-term business growth, informed decision-making, and financial stability.
Participants will also gain a clearer understanding of how bookkeeping supports tax preparation, financial planning, and responsible business management.
The presentation will conclude with a live question-and-answer session where attendees can ask questions related to bookkeeping practices, financial organization, and general New Jersey business tax requirements.
Interactive Learning & Financial Guidance
Following the presentation, participants will have the opportunity to meet with Christopher R. Stern and members of the UNPKD team for informal discussions and guidance on:
Selecting bookkeeping methods for your business
Organizing financial records
Preparing for tax season
Understanding financial reports
Building sound financial habits for business success
Connecting with additional educational and financial resources
Free Resources
Each attendee will receive complimentary educational materials, including:
UNPKD Small Business Bookkeeping Guide
Bookkeeping templates and sample ledgers
Monthly income and expense tracking worksheets
Business budgeting templates
New Jersey tax compliance checklist
Resource directory for financial education and small business assistance
Accessibility & Language Services
UNPKD is committed to providing an inclusive learning environment for all participants.
The workshop will include:
Professional interpreters available upon request
Assistive listening devices throughout the event
ADA-accessible facilities
Multilingual staff and volunteers available to provide assistance
If you require language interpretation or other accommodations, please notify the organizers during registration so arrangements can be made in advance.
Who Should Attend?
This workshop is ideal for:
New entrepreneurs
Small business owners
Freelancers and independent contractors
Home-based business owners
Nonprofit leaders
Students interested in entrepreneurship
Individuals responsible for business finances
Anyone seeking a better understanding of bookkeeping and New Jersey business tax responsibilities
Cost
This workshop is free and open to the public. Advance registration is encouraged, as seating is limited.