Exclusive Client Education Session
Understanding Your Business Numbers
Make More Confident Business Decisions by Better Understanding Your Financial Reports
Most business owners receive financial reports each month—but many aren’t sure what the numbers are really telling them.
This exclusive educational session is designed to help business owners better understand their financial information so they can make more informed decisions and have more productive conversations with their CPA.
During this session, attendees will learn how to:
- Determine if their business is truly profitable
- Understand why profit and cash flow are not the same
- Identify the financial reports every business owner should review—and why they matter
- Spot financial warning signs before they become costly problems
- Prepare for more productive meetings with their CPA
Who Should Attend?
Business owners who use QuickBooks and want to better understand their financial information, make more confident business decisions, and maximize the value of their relationship with their CPA.
Session Details
Length: 45-minute educational session followed by a live Q&A
Cost: Complimentary
Format: Live online via Zoom
Complimentary Takeaway
Each attendee may request a one-page Financial Clarity Checklist to help evaluate the health of their financial records and identify areas that may need attention.
About the Presenter
Iris Carter-Collins is a QuickBooks Cleanup Specialist who helps business owners improve the accuracy of their QuickBooks records and gain confidence in their financial information. Her goal is to help business owners understand their numbers so they can make informed decisions and get greater value from every conversation with their CPA.
An Exclusive Benefit for Your Clients
This educational session is offered as a complimentary client appreciation benefit for CPA firms that want to provide additional educational resources to their business clients.
If you’re interested in offering this session to your clients, simply reply “Interested,” and I’ll send you the upcoming session schedule, registration link, and ready-to-use client invitation materials.
