Looking back, looking forward financially and strategically

Posted on Nov 27, 2012

Our Tuesday@noon business skills workshops for December help us in evaluating the past year and planning for the next.

(Register) Dec. 4: Ways to make tax time easier, with Karla Smith, CPA.  Karla is graciously stepping in to cover for Martha Monkman, who needed to cancel. On the same topic of making tax prep easier, Karla will present her strategies for aligning your chart of accounts to the information needed for the Schedule C.

(Register) Dec 11: “Re-membering” why we do what we do: Preparing for a New Year with Intention and Focus, with Karen Casey.  This session helps us with personal and professional goals and aspirations. December often finds us disappointed with what we have (or have not) accomplished in the past year. Add the unpredictability of today’s changing world, and the tendency is to lose commitment to the work we intended to do. In this session Karen Casey shows us a new approach to “re-membering” our mission, values, and vision, letting go of what no longer serves our purpose as we get ready to discover new opportunities for our future. “Gains” and “losses” have new meaning, as we become more at ease with time.  Karen McCarthy Casey partners with individuals and organizations and communities to focus on what matters, identify what gives life to assist shedding what no longer serves in order to create space for new possibilities.


(Register) Dec 18, Understanding the financial story of your business:  A company’s balance sheet and P&L tell the story about the health of our business, and a budget tells us where we are going. Kelly Deis of Turning Point Financial and Karla Smith share financial tools and strategies  for how to translate business goals into your budget for the new year, how to plan for the challenges that have big tax consequences (such as owner draw vs. payroll), and how to create a day-to-day cash flow dashboard. Both Karla and Kelly are QuickBooks Pro Advisors.

Karla Smith, CPA,  has corporate auditing background. She can help you lower tax costs, handle correspondence with federal and state tax authorities, and create a more efficient system of financial transaction processing.

 Kelly Deis, MBA, has served as a consultant with Deloitte Consulting, has headed the finance and operations functions of a small entrepreneurial company, and has held senior level management positions at several Fortune 500 companies, including Signet Bank, Providian Financial and Davita.