Accounting, Bookkeeping & Finance
Know your numbers. Make decisions with greater clarity and confidence.
BUILD A STRONGER BUSINESS
Start with the fundamentals.
Revenue can grow while cash disappears. A business owner needs to understand what is earned, what is spent, what is owed, and what remains to fund the next step. OLP helps entrepreneurs strengthen financial literacy and establish management habits so financial decisions are informed by more than the balance in a bank account.
Guidance that fits your stage
Up to 10 hours of no-cost consulting per individual client, across the pillars—not 10 hours per pillar. Subject to program eligibility, scheduling and availability.
Your advisor helps you prioritize the work, develop or refine a business plan, and identify practical steps to execute.
What we help you work through
Financial foundations
Understand the relationship between revenue, expenses, profit, cash flow, and working capital. Learn how a profit and loss statement and balance sheet inform decisions.
Bookkeeping readiness
Plan how transactions, receipts, invoices, accounts payable, and accounts receivable will be organized. Review QuickBooks or another suitable recordkeeping approach.
Pricing and cost structure
Review direct costs, overhead, margins, break-even thinking, and the economics behind a quote or proposal.
Budgeting and forecasting
Build a simple startup or operating budget, cash-flow outlook, and assumptions that can be updated as reality changes.
Funding preparation
Identify records, financial projections, and questions to prepare before discussing financing options with qualified lenders or advisors.
Turn insight into next steps.
Depending on your goals and engagement, planning outcomes may include:
- A basic startup budget or operating expense map.
- A financial-recordkeeping checklist and monthly review rhythm.
- A simple cash-flow planning framework and key assumptions.
- A set of questions for a CPA, bookkeeper, banker, or tax professional.
These are examples, not guaranteed deliverables. Execution and specialized services may require separate arrangements.
Learning, community and veteran support
Continue building your knowledge through OLP’s MicroMBA, with on-demand business fundamentals and live learning opportunities as offered. Connect with entrepreneurs and participating professionals for additional perspective.
Our Veterans Division offers a dedicated pathway for U.S. military veterans to connect military strengths with civilian business planning and a community of peers.
Explore veteran supportCommon questions
Your next step doesn’t have to be a guess.
Bring your idea, your challenge and your goals. Start a conversation with an OLP advisor.