Finance and tax topics can often seem like another language but understanding them is necessary to the success of your business. This workshop is appropriate for owners who have some experience with finance and tax and are interested to take the next steps in your business. Those who have completed our “Business Finance and Tax: Introduction” seminar may also be interested to continue with these intermediate topics.
Key takeaways include:
-Tax audit survival guide
-Cash flow forecasting – how to forecast your monthly cash flows, the real causes of cash flow problems, and key financial metrics to monitor
-Financial elements of a growth business plan – evaluate whether your growth plans make sense financially
-When to invest in support from a consultant or accountant (and ensure you get an ROI)
Kristin Fortier, CPA, CMA, PCP – Kristin Fortier Consulting
Kristin started her consulting business to support entrepreneurs and small businesses with finance, accounting and payroll. Born in Calgary and raised in rural Saskatchewan she grew up watching her parents build a business, and has since spent her 15 year career in corporate offices. After seeing all that went into running a small business, she wanted to leverage her dynamic corporate experience to demystify finance and accounting. Her passion is to help entrepreneurs build financial strategies, knowledge and processes for their operations. Her goal is to equip them with the tools necessary to grow their business with confidence.
Bryon Spence, B.Econ, CSL – FBC (Canada’s Farm & Small Business Tax Specialist)
Bryon has been working to make life less taxing for business owners with FBC’s services for over 12 years. In 2013 he moved to the Calgary head office from Winnipeg to assume a management role within the organization. He currently facilitates the smooth on-boarding of clients in FBC’s western Canadian offices. He enjoys helping business owners understand the often complex subject of tax, working with them to ensure they are taking full advantage of the opportunities available to them. He is passionate about travel, ski