SSBCI Technical Assistance Program

Helping Hoosier small businesses obtain the operating capital they need to grow in Indiana.

Financial and Accounting Advising and Training for Indiana's Small Businesses

Indiana's State Small Business Credit Initiative (SSBCI) Technical Assistance (TA) program is on a mission to empower Hoosier entrepreneurs, startups, and small businesses. As the Indiana Economic Development Corporation (IEDC) deploys $99 million throughout the state, we want to ensure businesses are prepared to successfully apply for capital programs and expertly manage the capital they receive. Our carefully selected Technical Assistance providers will train and advise Indiana entrepreneurs in financial and accounting topics that are tailored to individual business needs. Our goal is to provide access to capital and create ecosystems of opportunity, while promoting economic equity across the state.

Find the Right Provider for Your Business' Needs!

Through a competitive process, the IEDC has chosen qualified TA providers to offer personalized support and group training to eligible Hoosier entrepreneurs and small businesses as they seek capital from the IEDC's SSBCI programs and other state or federal programs. The SSBCI TA Program provides up to 5 hours of free advising to Hoosier businesses, particularly focusing on socially and economically disadvantaged individuals and very small businesses with fewer than 10 employees. Services include assistance with financial documents, accounting practices, SSBCI program applications, financial management, and creating presentations for investors or loan applications.

Technical Assistance Providers

Click on each provider's profile to read more about their unique service offerings and determine which provider is the best fit for your business' needs.

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Success Stories

Penny Tracker LLC

Quick Bio

Kari Johnson, founder and owner of Penny Tracker LLC, is a certified Intuit Bookkeeping Professional and a Quickbooks Online Proadvisor with advanced certification. With a wealth of experience spanning 5 years as a Business Advisor/Regional Director for the Indiana Small Business Development Center and 18 years as a small business owner, Kari brings a unique blend of expertise to the table.

Since 2020, Kari has been dedicated to educating and empowering small business owners across Indiana. Having conducted over 80 in-person Quickbooks/Business Finance workshops, reaching over 1000 entrepreneurs, Kari has honed her skills in teaching essential financial concepts.

Kari has focused on continually refining training methods to help small business owners grasp and utilize financial tracking for growth. Through her workshops, she aims to deliver unparalleled value, covering bookkeeping essentials, financial statement interpretation for lending applications, and maximizing Quickbooks Online software functionality.

Services Provided

Unlock the potential of your business with Penny Tracker LLC's empowering workshops! Perfect for entrepreneurs and small business owners alike, our sessions equip you with essential financial skills to ensure your business thrives. From our two-day, in-person QuickBooks workshops held across Indiana to convenient virtual sessions like "Bookkeeping Essentials" and "Analyzing Financial Statements," we've got you covered. Say goodbye to confusing jargon – our workshops are interactive, scenario-based, and designed for practical application, ensuring that your business finances are accurate and ready for crucial tasks like applying for lending. Don't miss out on this opportunity to supercharge your financial knowledge and drive your business forward with confidence!

2-Day, In-person Quickbooks workshops throughout Indiana
2-hour virtual workshops entitled “Bookkeeping Essentials” and “Analyzing Financial Statements for Accuracy, Growth, and Lending”

Virtual or in-person offerings

2-Day, In-person Quickbooks workshops throughout Indiana (see event calendar for locations and dates)
2-hour virtual workshops entitled “Bookkeeping Essentials” and “Analyzing Financial Statements for Accuracy, Growth, and Lending”

Best suited for

The workshops offered by Penny Tracker LLC are best suited for entrepreneurs and small business owners who find themselves grappling with the complexities of business finances. Whether you're looking to delve into QuickBooks Online for streamlined bookkeeping or seeking to enhance your existing skills, our sessions are the perfect fit. Designed for those who want to gain confidence in managing their finances effectively, our workshops cater to individuals who recognize the importance of accurate financial records but may struggle to achieve them. If you're ready to take control of your business finances and ensure accuracy in your books, our workshops are here to guide you every step of the way. Previous Quickbooks experience is not required, nor is a current Quickbooks Online subscription. It's important to note that attendees should be comfortable with basic computing and internet navigation, as the pace of the workshop moves at a brisk pace.

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More Information

Programing for this opportunity is provided from monies awarded to the State of Indiana from the U.S. Department of the Treasury (Treasury) under The American Rescue Plan Act (ARPA), which reauthorized the SSBCI and the TA Grant Program. This SSBCI TA program provides funding to assist small, SEDI-owned businesses and entrepreneurs and VSBs in accessing capital needed to invest in job-creating opportunities as the country emerges from the pandemic. The SSBCI TA Program shall prioritize services that meet the IEDC’s goals of increasing awareness and readiness to apply for capital, the successful acquisition of capital and support throughout the length of the loan, increased financial and business management skills, and geographic coverage across the state.

The services provided through this program will be audited by the Treasury and therefore are subject to the reporting and operational requirements of the Treasury and the IEDC. Users of the program will be required to submit contact information, demographic information, and evaluation reports to the IEDC.

Frequently Asked Questions

Intake Form Submission

To receive services from the program, each small business or entrepreneur will need to complete an intake form to provide the IEDC and TA providers information regarding the business, point of contact, capital needs, and services requested. This information will not be shared publicly without the explicit permission of the business owner and/or point of contact. All information submitted will be shared with the Treasury.

Assessment/Scope Drafting

The TA service provider will do an assessment of the needs of your business to ensure they align with the services they offer. If you have selected one-on-one advising, the TA provider will work with you to develop a scope based on the intake form you have provided, and the capital advising needs of your business.

Technical Assistance Services Provided

You will work directly with a TA provider to complete the deliverables as outlined in the scope of work or as outlined in the training summary.

Reporting/Evaluations

You will receive report requests and evaluations of the services provided to you. Your response to these requests helps the IEDC continue to offer services, provide required reporting to the Treasury, and improve the program.

Still Have Questions?

Please email additional questions to ssbci@iedc.IN.gov