Overview

1.0 Credits
ONLINE

This session addresses the common challenge of rapid business growth outpacing financial organization. Participants will learn why messy books can jeopardize success, how to regain control, and practical strategies for implementing systems that support scalability and compliance.

Objectives

 

Major Topics

My Business is Booming, My Books Are a Mess
This session addresses the common challenge of rapid business growth outpacing financial organization. Participants will learn why messy books can jeopardize success, how to regain control, and practical strategies for implementing systems that support scalability and compliance.

• Understand the risks of poor bookkeeping during business growth.
• Identify key financial processes that need attention in a growing business.
• Recognize the importance of timely and accurate financial data for decision-making.
• Learn strategies for organizing and cleaning up financial records.
• Explore tools and resources to maintain strong financial systems moving forward.

Designed For

NonCPAs: The tax-curious, those who click the “too good to be true” article to break it apart, not follow it

CPAs: Interested in working with new business owners

 

Prerequisite

None

Advanced Preparation

None
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