Simons Bitzer  


Businesses Getting Results Workshops

Simons Bitzer & Associates covers over 80 topics as part of our Businesses Getting Results Workshops. We can present one seminar or a group of seminars to your executive team, your managers, or your entire organization. Please click here for a list and brief descriptions of these timely and effective business presentations.

To discuss having one of our qualified CPA's present to your organization, please call Raegan Potter at 317-782-3070 or email rpotter@simonsbitzer.com.



We offer innovative workshops and seminars to help our customers build their businesses and/or achieve their business goals.  Each workshop covers a specific area of interest, from marketing customer relationship management and strategic planning to business finances and QuickBooks training.

Our workshops also function as a support network for implementing strategies and ideas with other business owners and individuals.  Sharing experiences with other attendees provides input and perspective to challenges and the added value of a professional sounding board.

Workshops & Event Schedule

Practical Tips for Improving Your Cash Flow
More Information

Wednesday, March 17th
11:30 a.m. - 1:00 p.m.
Simons Bitzer & Associates

Please R.S.V.P. by Monday, March 15th to Raegan Potter at 317-782-3070 or rpotter@simonsbitzer.com




Past Workshops and Events

Where Did All The Sales Go?
“From Reactive to Proactive: Making 2010 What 2009 Wasn’t”
More Information

Wednesday, February 17th
11:30 a.m. - 1:00 p.m.
Simons Bitzer & Associates


Planning and Monitoring:
“How to Create a Short Form Business Plan That Keeps
You Focused On Your Business Performance”


Thursday, January 21st
11:30 a.m. - 1:00 p.m.
Simons Bitzer & Associates


Supporting Financial Literacy
October 24, 2009
11:30 a.m. - 1:00 p.m.

Christamore House Peace in the Streets 1st Annual Run/Walk
Click here for more details



Key4Women Luncheon
September 23, 2009
11 am - 1 pm

"S.W.O.T. Analysis: Your Strengths, Weaknesses, Opportunities, and Threats"
Click here for more information



Quickbooks Training
August 22, 2009
9-11 am

In coordination with The Finance Center Federal Credit Union, Simons Bitzer & Associates will be offering a FREE two hour session on Quickbooks set-up, implementation, and support. During this informative and interactive training, they will cover the following topics:

  • Basic Accounting and Quickbooks Terminology
  • Quickbooks Flow Chart from Home Page
  • Creating an Invoice
  • Receiving Payment
  • Making a Deposit
  • Entering and Paying Bills
  • Reconciling Accounts
  • Transferring Funds
  • Obtaining Extensive Reports Including Balance Sheet, P&L, and Open Invoices


    Managing Your Cash Flow
    Tuesday, April 21st and Thursday, April 23rd

    Topics Covered:

  • Implementing a Profit Improvement Program
  • Increasing Inventory Turnover
  • Reducing Days in Receivables
  • Reviewing Current Liabilities and Capital Expenditures
  • Factors to Consider in Developing a Cash Flow Forecast

    What others are saying about the Simons Bitzer Cash Flow Two-Part Workshop:

    "Well organized and well presented. Stressed the importance of monitoring and being aware of cash flow."
    Will Doss, Whitson Vision

    "Extremely pertinent to today's economic times. Valuable to the business owner."
    Tim Delehanty, National City Bank/PNC



    Lunch with an Economist
    Friday, June 5th

    Mr. Kyle Anderson, professor at the Kelley School of Business was the guest speaker at a luncheon held by Simons Bitzer & Associates. He discussed the new economic perspectives that are challenging traditional economic models as well as practical decisions that managers can make in today's economy.






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    Simons Bitzer & Associates, PC • 8350 S. Emerson Avenue, Suite 100 • Indianapolis, Indiana 46237 • Office: 317.782.3070 • Toll Free: 866.702.5090