Beyond Bookkeeping: Finance & Strategy for Small Business Owners

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.