About us
The vibe of this group is simple. Bring your annoying financial operation systems problems; could be excel, google sheets, quickbooks, xero, payroll, accounting and cash flow questions, etc, and we'll try to work through them together.
Come to hopefully get some answers, or at least commiseration, and stay for the discussion and networking.
Two recurring events set up so far. A Wednesday in the middle of the month at a coffee shop, and a happy hour timed meetup on the last Thursday at a Brewery. The themes may change, but the overall idea is the same.
***Update 7/20*** Due to my (Thad's) upcoming ankle surgery, I'm postponing in person events until late August after allowing some time to recover. Open to creating a virtual event instead in the meantime, so stay tuned.
Hosted by Thad @ UPFinancial based in Longmont.
Upcoming events
2
Coffee & Financal Systems Help
Wild Bloom, 1139 Francis St., Longmont, CO, USBring your financial systems or business operations problem, grab a coffee and muffin, and let's find a resolution. Come for the fixin', stay for the conversation.
Financial systems could be your QBO or Xero (and like), payroll system, transaction integration, CSV upload, excel formula issue, whatever annoying accounting or finance related issue you have.
Hosted by Thad @ UPFinancial
1 attendee
Spreadsheet Happy Hour
Left Hand brewery, 1265 Boston Ave, Longmont, CO, USThe vibe is simple. Bring your laptop, open up the exact Excel or Google Sheets file that’s bugging you, and let’s tackle it together.
Whether you need a second pair of eyes on a broken pivot table or just want to swap tips with other entrepreneurs who get it, we will troubleshoot your workflows in real time.Come for the spreadsheet therapy, stay for the good company!
Hosted by Thad @ UPFinancial
1 attendee
Past events
1
