Lunch 'n Learn: Level Up Your Business Finances

210 South Central Expressway,Allen TX 75013

29 June, 2021

Description

Learn how to grow and take your business to the next level Are you ready to take your business to the next level? Make more profit and understand where your money is going? Have a banking system in place to make all this happen? We will be covering topics such as: - Segregating personal and business expenses; - Importance of bookkeeping; - Lending; - Financial statements; - Planning/budgeting; - What to look for in a bookkeeper Hosted by: Jennifer Perez (Profit Coach), Payal Shah (Local Relationship Banker), and Lindsay Kline (Bookkeeper) SCHEDULE: 12:00p - 12:15p: Network and order food 12:15p - 1:15p: Presentation hosted by Payal Shah (Local Relationship Banker), Lindsay Kline (Sakline Bookkeeping), and Jennifer Perez (Financial Freedom Coach) 1:15p - 1:30p: Q&A / Network Jennifer is a financial freedom coach passionate about educating business owners how to financially support the lifestyle they enjoy. She's a wife, mother, entrepreneur and loves to travel!