SMART Workshop#5 | “Money Talk” with Diana Goode

Let's be honest: Financial management can feel like a foreign language. Many of us started our businesses because we're good at what we do, not because we're expert accountants\! It's completely normal to rely on bookkeepers and CPAs—but ultimately, the financial decisions that drive your business growth (and what gets reported to the IRS\!) are your responsibility.

This practical, free workshop is designed to remove the guesswork and help you feel confident, not confused, about your company's money.

Take Aways

• Understand Your Numbers: Stop delegating your financial knowledge\! You'll leave knowing how to read your Balance Sheet, Income Statement (P\&L), and Cash Flow documents.
• Evaluate Your Experts: You'll get a clear sense of how effectively your current accountant or bookkeeper is performing.
• Essential Tools in Hand: You'll walk out with cash flow documents, balance sheets, and income statements pulled directly from your accounting system (or set up in a spreadsheet).

Bonus: 5 Top Financial Mistakes (and How to Avoid Them\!) We'll also dedicate time to revealing the most common financial blunders small business owners make and give you simple, actionable strategies to steer clear of them.

• Bring your laptop\! This is a hands-on session. We want you to sign in and work on your own business's numbers and tools with guidance.
• Bring your team\! If you use a bookkeeper, accountant, or business partner, encourage them to attend with you so everyone can get on the same page.