Business Expert Session: Know Your Numbers

Event description

Are you ready to embark on a journey towards financial proficiency?

Know Your Numbers™ Workshop is for business owners who handle their bookkeeping personally or rely on the expertise of a dedicated bookkeeper.

This workshop will empower you with the essential knowledge and fundamentals of the two major financial statements crucial for your business:

• Balance Sheets
• Profit & Loss/Income Statements

This interactive education session will:

• Provide an overview of two of the three top financial statements.
• Cover common bookkeeping and tax mistakes that businesses encounter when tracking their income and expenses.
• Guide you through the process of effectively reviewing your monthly financial records.
• Help you gain an understanding of the significance and purpose behind key financial statements.

You will need to access your accounting system (QuickBooks Online, Xero, Excel, etc), and get your last monthly bank and credit card statements and notes ready.

By the end of this Workshop, you’ll be equipped to identify and correct common bookkeeping and tax mistakes, ensuring the financial health of your business.

Take advantage of this opportunity to enhance your financial acumen and secure the financial success of your business!

About the Presenter:

Lily Tran is the Founder of TaxUSign®, a Washington State firm providing virtual tax help for whatever life throws at you. Lily is licensed by the US Treasury Department as an Enrolled Agent (EA) to represent taxpayers before the IRS when it comes to audits, collections, and appeals. She is also a Certified Tax Coach, Certified Tax Planner, and NTPI Fellow.

Lily has over 15 years of experience in accounting, tax, consulting, and advisory services for entrepreneurs, small business owners, and corporations. Lily’s firm TaxUSign® provides high-quality, personal service resulting in significant tax savings, strategic business growth and tax compliance, and immeasurable peace of mind for her clients. She is a member of the National Association of Enrolled Agents, Washington State of Enrolled Agents, and the American Society of Tax Problem Solvers. She has served as the Director of Washington State of Enrolled Agents and Past Treasurer of Washington State Tax Consultants. She is a sought-after speaker for local, regional, and national organizations, and she was featured in Bloomberg Tax and Accounting and SUCCESS Magazine. Lily is the editor and chief contributor of a tax anthology and a tax course creator.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact coaching@businessimpactnw.org or call (206) 324-4330