The Finance Workshop

Planning on attending September’s Finance Workshop in Nashville, TN? Please register below. We’re excited to see you and learn from one another!

Days Remaining Until The Finance Workshop








What Is It & Why Should I Attend?

Business finance is complicated, especially for those of us who don’t have finance backgrounds! Industry expert, Dan Platta, is here to remedy that for you. Get a crash course in all-things finance for your small business. We’re not just learning, we’re doing. This hands-on workshop will leave you walking away with updated financials and a sense of accomplishment.

Setting up Your Profit & Loss

Set up your Quickbook accounts for easy analysis and comparison against industry averages and trends.

Owner's Pay & Distributions

Learn how to properly classify business as a LLC, Sole Proprietor or S-Corp. Receive guidance how to classify your pay as owners and minimize tax liability.

Calendar of Finance To-Do's

Business gets busy and who has time for all the finance to-do’s? Learn the best annual time for bookkeeping, P&L comparisons, reconciling bank accounts, taxes, journal entries & financial projections.

Equipment vs. Expenses

Walk away with handouts explaining the best way to categorize your equipment. We’ll work together to categorize your assets during the workshop.

Business Taxes 101

Learn the difference between cash and accrual based expenses and what’s best for your business taxes. Learn basic strategies to reduce your taxes at the end of the year.


Mergers & Acquisitions

Receive bonus teaching from Mike Dahlke on finding, sourcing and negotiating deals on acquisitions. Learn some of the best ways to close deals.

Register today to secure your pricing

July’s Price



August’s Price



September’s Price



The Finance Workshop Registration Form

September 19, 2019