Beyond Bookkeeping: Finance & Strategy for Small Business Owners

​Learn how clean financials and strategic finance help small business owners make better decisions year-round.

​Tax season doesn’t have to feel stressful—or confusing. Join us for a practical finance workshop led by Lance Taylor and Hannah Bethea from Tailored Financial Solutions. This Lunch & Learn is designed to help small business owners clean up their numbers, understand what they actually mean, and use them to make smarter decisions year-round.

​We will discuss:

• ​What clean financials tell you about your business (and why consistency matters)

• ​The simple difference between accounting and finance

• ​How to turn tax-season cleanup into a year-round financial discipline

• ​What strategic finance and CFO-style planning looks like in real life

• ​How to use your numbers to make decisions around cash flow, hiring, pricing, and growth

• ​If you’ve ever felt unsure about your numbers—or want to feel more confident heading into tax season—this session is for you.