BROUGHT TO YOU BY:

Cynthia Samuels Venkler has 30 years of experience as a Tax and Financial Accountant specializing in Small Businesses, Business Valuations and Buy Sell Considerations. Your Accountant My Accountant, LLC is located in the Delwood Office Park across from Bay Point in the Grand Lagoon.

What & Who?

Owner vs. Operator is a two-part seminar for Small Business Owners and Upper Management with a focus on increasing the team in order to evolve and grow as a business. Designed for the owner as well as his/her upper management (president, vice president, executive director, general manager, etc.) who is interested in:

1. Growing their business to the next level;

2. Moving forward with confidence and assurance; and

3. Who may desire professional input/guidance in decision-making.

How?

We take a practical, step-by-step approach, and provide ample resources. Sessions are interactive, with exercises designed to help attendees apply their newfound knowledge.

Deliverables:

The price of $119 per person includes breakfast both days and the following deliverables:

1. Understand the accountability process and where to focus your resources.
2. Understand the importance of each team member: A) Their clearly defined responsibilities; B) Who holds each accountable; C) Are they trustworthy and competent?
3. Determine which decisions you can delegate vs. those you should not.
4. Identify potential growth areas for your business.
5. Analyze the costs associated with strategic decisions: A) Understand complete, accurate financial statements before making major business decisions; B) Identify who to turn to if/when assistance is needed in making those decisions.
6. Evaluate the risk/reward matrix for executive level decisions (i.e. physical expansion, hiring, compensation, adding product lines, etc.).

Bonus:

We will discuss resources available to the small business owner that will help evolve and grow their business. Resources include (but are not limited to):

• legal services
• advertising / marketing / social media
• employment services
• office administration/advisor
• management consultant
• financial advisor
• investment advisor
• IT/tech support