Most business owners are stuck in the daily grind—juggling sales, operations, and finances—without ever gaining true financial clarity.
At ClearPath CFO Advisory, we help business owners step back and take control.
Here’s what we see all the time:
- Most business owners miss valuable tax planning opportunities
- Many overpay for accounting services without realizing it
- And when they do look at financial reports, they’re often not sure what they’re looking at
Yet those reports hold the keys to better decisions, fewer mistakes, and more profit.
That’s why we’re hosting a free Lunch & Learn where Lawson James, founder of ClearPath CFO Advisory (https://clearpath-cfo.com), will share actionable insights to help you take control of your financials and grow your business with confidence.
You'll learn:
- Which tax incentives and credits could apply to your business
- Practical tax planning strategies that make a real difference
- When you’re overpaying a CPA for work a bookkeeper should handle
- How to spot financial mistakes before they become costly
- Which reports reveal growth opportunities you may be missing
- How Bookkeepers and Fractional CFOs can help you save money year-round—not just during tax season
If you’re serious about managing your business like a business, this is a session you don’t want to miss.
Lunch is on us, and seating is limited. Bring your business card to enter our raffle.
