FRIDAY, OCTOBER 25 / 11:00AM – 11:50AM / ROOM – ARCHERS EAST
SPEAKER: Samantha Hallburn, CEO, Simplified Accounting Management, Inc.
SESSION TITLE: Financial Statements Analysis
SESSION DESCRIPTION:
This class will guide you through what to make sure you are looking at on the financial statements so that you can use the stories they are telling to guide your clients through their entrepreneurial journey and be their trusted advisor instead of another bill they have to pay. We will break down everything you and/or your team need to be watching out for so your clients feel confident about leaving their finances in your hands.
Understand how analyzing the financial statements helps lead to advisory services, increased scope, strategic partnership opportunities and positions your company to be the trusted advisor not just a data entry service.
Field of Study: Accounting
Program Level: Overview / 1CPE/ Technical
Prerequisites: None
Advance Preparation: None
Speaker BIO:
Samantha Hallburn, owner and CEO of Simplified Accounting Management, Inc. (S.A.M.) has owned and operated her own businesses since 2000. Her company helps business owners all over the country run their businesses more efficiently and effectively by offering Quickbooks Online consulting and training services. S.A.M. also works to bring community to the business and accounting worlds by offering masterminds and retreats that focus on building a community of peers. Sam’s true passion is helping business owners understand their numbers, therefore empowering them to make better business decisions that will help them thrive.
Email: info@samincservices.com