How healthy are your business finances?

Advisors Roundtable

July 22nd at 1pm ET

A coLLABORATIVE strategy session for accountants, bookkeepers & financial advisors committed to helping business owners build more resilient, sustainable businesses.
Register Now ➞

BUILD a STRONGER Advisory Business

We're all getting pushed to start offering advisory services and work on our advisory skills... because that's the direction the industry is going.

But most of that training is being provided by software vendors, or an industry organization. There's not much out there by people actually living and breathing advisory every day.

The Advisors Roundtable is a chance for those of us offering advisory (or wanting to start advising) to collaborate on strategy, exchange ideas and talk about what's working and what's not.

It's by advisors, for advisors.

Hi! I'm Susan

Virtual CFO + FINANCE Educator for Small BUsinesses
I believe that most entrepreneurs and accountants don't speak the same language. That's a finance industry failing but one we can bridge. Business finance isn't rocked science and it shouldn't feel like it is.

Being a CFO and a data + technology nerd for 20 years, I’ve seen it all. I’ve managed annual budgets of $100M+ and run 375+ person departments. But I’ve also owned 4 of my own small businesses and worked with sub-$500K companies to help them build lean, automated businesses that are sustainable, profitable, and resilient.


join me and an aMAZING group of business ADVISORS AT THE NEXT ROUNDTABLE

We’ll talk about what’s working, what’s not working in the world of advisory + scaling and advisory firm

July 22nd at 1pm ET

Register Now ➞