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Business Series: On Solid Ground: Financial Planning for Business Owners

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LA Law Library

301 West 1st Street

Los Angeles, CA 90012

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In the day-to-day of managing a business, it can be easy to lose sight of the big financial picture. In this class, learn to set realistic goals, budget effectively, save and invest properly, and manage financial risks and returns for you and your business.


Class covers:

  • Setting realistic financial and personal goals
  • Developing a plan to reach your goals
  • Learning to adjust your spending and maximize your income
  • Planning for risk with insurance
  • Minimizing tax liability


Presented by Kimberly Kelly-Rolfe:
Kimberly Kelly-Rolfe is founder and CEO of Kelly Rolfe Financial Services (www.kellyrolfe.com), a Los Angeles based accounting firm, established in 2005, that provides small businesses a one stop solution for financial services integrating accounting, bookkeeping, tax preparation and payroll functions in a single space utilizing a team of experts. Kimberly has nearly 20 years of experience in the financial services industry, recently earned her Master of Science degree in Entrepreneurship & Innovation from USC’s Marshall School of Business and was awarded this year, USC’s prestigious Marcia Israel Award. She is best known for teaching workshops on business and finance throughout Southern California and in 2017, launched Accelerate Business Training designed to help entrepreneurs launch, run and grow in business. Her notable work includes a trip to the White House to advocate on behalf of small businesses and recognition by the SBA and City of Los Angeles as an Emerging Leader in business. Kimberly’s focus, as well as company mission is to improve the financial position of the people they serve. Through her work with Kelly Rolfe Financial Services and Accelerate, she works to fulfill a greater goal of developing small business owners into employers to create total employment in the U.S. Currently, Kimberly resides in Los Angeles, California with her husband of 23 years and two children.


Registration fees: FREE - sponsored by the Friends of the Los Angeles County Law Library through the generous support of Pacific Western Bank.
Classes fill up fast, register today to reserve your seat! All registrants must check-in 10 minutes prior to class time to ensure your seat is not reassigned to waiting-list and walk-in attendees when classes are full.


Photography / Videography:
If you register for this class, you may be photographed or recorded. By registering for this class you are giving the LA Law Library your consent to photograph, videotape, record and broadcast your picture, likeness, voice and statements.


No legal advice:
LA Law Library does not provide legal advice. LA Law Library provides legal resources and assistance with legal research as an educational service. The Law Library is pleased to offer our patrons the opportunity to obtain assistance from third party legal service providers at this and other events within the Library. However, the Library does not control and is not responsible for the content or scope of any assistance given by those providers.


For more information please visit www.lalawlibrary.org/CLASSES or call 213.785.2516

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LA Law Library

301 West 1st Street

Los Angeles, CA 90012

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