Setting Financial Expectations & Intentions to Get the Most Out of Your Business

June 30th, 2021 at 3 pm CT

The day-to-day peaks and valleys of operating a business can be jarring. But they don’t have to be. You shouldn’t have to waste time constantly worrying if you’ll have enough business income to cover your expenses.

Rather, set financial expectations and intentions in place so that regardless of whether you have a great month or a not-so-great month, you’re confident that your business is financially sound. With this method, you’ll minimize the roller coaster stress of your cash flow knowing you have prepared for every possible scenario.

In this webinar we will:

Establish habits for allocating percentages of your take-in to your income, operating expenses, payroll, owner tax, and profit accounts.
Develop an eye for trends of shortages and overages within your accounts and determine next steps for what to do about them.
Identify unnecessary expenses and develop strategies to minimize excess costs so that your business operates as efficiently as possible.

Take control of your company and make it do what it’s supposed to do: Work for you.

Register for The Webinar!

June 30th, 2021 at 3 pm CT

About Sherry Tolbert

With over 30 years experience leading her own CPA Firm, Sherry’s expertise is in small business accounting and tax, with a focus on making the process convenient for busy business owners. After years of working with small business owners as their CPA firm, she saw a better way to interact with business financials so her clients could use them to help make decisions and get ahead. Instead of being happy with the status quo, she created the Business Compass Program to help business owners change their relationship with their finances and reach their goals. She knows why you are sweating payroll and is excited to work with you to show you a better way.

What Clients Have Said About Tolbert CPA

“Sherry Tolbert is a very kind and understanding person. Her accounting skills are exceptional. She helped me out of a very difficult situation and she, and her staff, continue to provide all of my accounting needs with care and compassion.” – George Knight

“Awesome, knowledgeable and very personalized service!” – Ken Kennedy

“Sherry and her team have been fantastic in helping me get through my first year and a half of a new business. They are prompt and always willing to help. My favorite thing about them is they are always trying to find ways to make things easier on me! Great working with Tolbert CPA.” – Lance Permenter