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Business Finance Program <br /> Final Term Sheet-November 9, 2022 <br /> Term Sheet for a program hosted by Splash Coworking through the Riparius Foundation. <br /> SYNOPSIS: <br /> This program will train and certify qualified local San Marcos participants as QuickBooks Certified Pro- <br /> advisors. With the growing demand of small businesses and enterprises in the San Marcos area,the <br /> needed number of certified QuickBooks Pro-advisors appears to be many times the current available <br /> professionals.This program will guide participants by training them and preparing them for the Pro- <br /> advisor certification track and test. <br /> In addition,the second part of the program, in support of the Small Business Counseling Program,small <br /> businesses can apply for the QuickBooks Business Program.This pairs start-ups,small businesses, and <br /> local enterprises with the trained and certified Pro-advisors.These Pro-advisors will assist and manage <br /> the business' bookkeeping system for a year.The program also trains and informs the business <br /> participant to become knowledgeable and familiar with the QuickBooks software. <br /> BUSINESS ELIGIBILITY: <br /> • Business participants must meet the following criteriaEstablished business entity or a "start <br /> up"that is working to establish a business, and <br /> • Have a physical presence within the taxing jurisdiction of the City of San Marcos(i.e.,within <br /> the city limits), and <br /> • Employ fewer than 26 full-time employees <br /> Note that "physical presence"includes any physical space from which the business is typically run.This <br /> can include: <br /> • the business owner's home if the business is run from the home or <br /> • a co-working location if the business is typically run from a specific co-working location, or <br /> • an other location such as a public library or other public wi-fi space <br /> BOOKKEEPER TRAINING: <br /> Provide an 8-week class to help 3 to 5 people who already have some bookkeeping experience become <br /> certified in QuickBooks Online.This will be taught by an Advanced Certified QuickBooks Online Pro <br /> Advisor with over 25 years of experience.The trainees will be provided with the training available from <br /> QuickBooks through the Pro Advisor's license.The Pro Advisor will additionally provide an additional <br /> week of training for those who do not pass the Certification test on the first try. <br /> The goal of this training and certification would be to provide the participants with the ability to work <br /> for the businesses in the second track and to help them develop their own bookkeeping business. <br /> Class must have a minimum of three participants in order to begin. <br /> Page 1 of 3 <br />