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April 3 @ 8:30 am - 4:00 pm
SAM (Simplified Accounting Management) brings you Financial Literacy for Business Owners. In today’s rapidly changing economic landscape, financial literacy and strategic planning are essential for entrepreneurs and small business owners to thrive. In this one-day intensive workshop, our goal is to empower you to take control of your finances, plan for the future, and achieve your business goals with confidence.
Topics we’ll cover include:
- Reasonable compensation
- Planning for the future
- Tax planning
- Tracking your numbers
- Delegating tasks
- Budgeting
- Entity selection
- Cash flow projection
- Reverse engineering your goals
- Marketing to support your goals
- Reading and understanding your financial reports
Details:
When: April 3rd
- 8:30am-9:00am check in
- 9:00am-4:00pm workshop
- One hour lunch break and two 15 minute breaks included
Where: Cathedral City City Hall
Price: FREE
Reserve your spot today and embark on the path to financial success!
Meet Your Presenter
Samantha Hallburn
Sam is the driving force behind Simplified Accounting Management and PBS Accounting and Tax Solutions. With nearly a decade of entrepreneurial experience in the financial sector and a comprehensive background spanning over 20 years in finance, marketing, HR, and sales, Sam brings a wealth of expertise to our workshop!
As the founder of Simplified Accounting Management, a QuickBooks and financial consulting firm catering to businesses of all sizes, Sam has earned a stellar reputation for her strategic insights and dedication to client success. Additionally, her role as the founder and CEO of PBS Accounting and Tax Solutions further underscores her commitment to empowering business owners on their journey towards growth and prosperity. Sam’s impressive accolades, including her alumni status with the Intuit Accountant Council, advisory board membership with Insightful Accountant, and her active involvement as a board member of Bozeman Professional Women and the Woodard Writers Coalition, attest to her unwavering dedication and leadership in the industry. Recognized as one of Intuit’s 2023 Up-and-Coming ProAdvisors and nominated for the 2023 Ignition Top 50 Women in Accounting, Sam’s passion for excellence and innovation is evident in every aspect of her work!