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Your Financial Statements Tell a Story - 2019 Seminar Series

The Business Guides | CPAs and Advisors for Business Owners

Tuesday, October 29, 2019 from 5:30 PM to 7:30 PM (PDT)

Your Financial Statements Tell a Story - 2019 Seminar...

Registration Information

Type Remaining End Quantity
Seminar Seat Reservation   more info 18 Registrations Oct 29, 2019 Free  

Event Details

What is the story in your financial statements? How do you read them, what might others see in them, and what can you do to shift the plot?


We'll focus on the three basic reports: the Profit & Loss Statement, the Balance Sheet, and the Statement of Cash Flows. Using these as our lenses, we'll answer three key questions:

  • Is it possible to make a profit and not have any cash?

  • Is it possible to make a profit and not get a good return on investment?

  • Is it possible to have cash without making a profit?

The Business Guides accountants are pleased to present this seminar, because we believe better books lead to better business decisions!




WHO WILL BENEFIT?


Anyone who wants to better understand financial statements for their business.




PRESENTERS:

Sarah Hadlock, seminar speaker
Sarah Hadlock, CPA, CFP ®, President, The Business Guides
 ~ Sarah is a CPA as well as a Certified Financial Planning® professional (CFP ®). She succeeded the retiring founder of the Business Guides as the new owner and President in 2019, after managing the team since 2015. Her background includes nonprofits and banking, and she serves on the boards of the Jefferson County Chamber and Port Townsend Noon Rotary.

Lucianne Pugh, seminar speaker
Lucianne Pugh, Accountant, The Business Guides
 ~ Lucianne is The Business Guides’ resident QuickBooks expert. She has extensive background in retail grocery accounting and management, as well as non-profit finance experience. At The Business Guides, she prepares corporate and individual tax returns and also helps clients set up their bookkeeping platforms to ensure accurate entries.

 


WHAT PAST ATTENDEES HAVE TO SAY ABOUT SEMINARS SARAH HAS PRESENTED:

  • “Very informative. Great to be able to participate.”

  • “Good attention to individual questions, well organized. Presenters engaged, enthusiastic, and clearly well prepared to make core concepts and more advanced materials as accessible as possible.”

  • “Well organized, useful info. Open to questions, let questions drive the agenda.”

  • "It was easy to ask questions; not intimidating."

  • "Got some good points that I had not considered."

 


FAQs:


How many people from my business may attend?

You may reserve up to two seats when you register. Seating is limited to 30 participants for these free seminars, so we respectfully request that you register a maximum of two people associated with your business, such as yourself and your spouse, or yourself and a key employee. Employees are welcome to attend without the business owner.


Will I get a reminder email about this event?

Yes, at the email you used when registering. You will receive a confirmation email immediately, and a reminder email in the days before the event. Please share with the additional person you registered, if applicable. We recommend you add the event to your calendar.


- Is it necessary to create an Eventbrite account?

Yes, and it's easy to create your free account as part of the registration process. We use Eventbrite online registration software for your convenience and ours.


It's not necessary to LOG IN to register, but in order to verify your registration or make any changes, you will need to log in. If you've forgotten your password, follow the prompts for resetting it.


TIP: Not sure if you have an account with Eventbrite? When you type your email into the Attendee Information form, you'll either see a "Create Password" field appear below it (meaning you don't have an account), or you'll be allowed to register without being asked for your password (meaning your email is already associated with an account).


Can I edit my information after registering?

Yes, you may log onto your Eventbrite account and edit your order information on the Tickets page anytime up until the day of the event. You may update the information on your order (like name, email address, additional attendee, or answers to the organizer's questions), or you may cancel the order to free up your seat (see next FAQ).


What if I can't attend after registering?

If your plans change, and you cannot attend, please let us know as soon as possible so we may offer your seat to someone on the waiting list. You may cancel your order on the Tickets page by logging into Eventbrite (see above FAQ). Or you may contact The Business Guides directly (see next FAQ).


How can I contact the organizer with any questions?

Marketing & Education Coordinator Shelly Randall can be reached at shelly@thebusinessguides.com or by phoning (360) 385-6961, ext. 7.

Have questions about Your Financial Statements Tell a Story - 2019 Seminar Series? Contact The Business Guides | CPAs and Advisors for Business Owners

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When & Where


The Business Guides
1005 Lawrence Street
Port Townsend, WA 98368

Tuesday, October 29, 2019 from 5:30 PM to 7:30 PM (PDT)


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Organizer

The Business Guides | CPAs and Advisors for Business Owners

We guide business owners to financial freedom.

At The Business Guides, we offer CPA-guided financial services exclusively for small business owners, including tax planning and preparation. We are small business experts, certified to guide owners in all aspects of business from start-up to business sale and retirement.

As part of our commitment to helping small businesses (and their owners) prosper, we offer complimentary business owner education both for our clients and for the public.

Subscribe to our mailing list to be notified as soon as our annual Small Business Seminar Series is announced, so you may register before the free classes fill.

We serve small businesses and their owners in Jefferson County and throughout Washington State. Schedule a complimentary consultation to see if we're a good fit to guide your business by calling (360) 385-6961.

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