KIM GRIFFIN, CPAYour Finance and Accounting Partner
LIVE WORKSHOPS FOR OWNERS
Numbers you can use before the next decision.
Six short sessions for owners who already have a business. No accounting theory. You walk out with a forecast, a fix list, or a ready-or-not call. You know where to focus and what can wait.
60 minutes. Every workshop. Live online. You work from your own bank and your own books.
You keep a handout and a checklist. You leave with a clearer read of the business, and more confidence the next time you have to act.
THE WORKSHOPS
Pick the pain. Or take all six.
Each one stands alone. Take the one that matches the decision in front of you. Bring a bookkeeper if you have one. You still need to be the person who can read the result.
0160 MIN · ONLINE
Profit Isn't Cash
For owners who are busy and still short.
Know why a profitable month can still leave you short.
Walk out with the first four weeks of a 13-week cash forecast.
Have the weekly 20-minute cash meeting on the calendar.
The report says you made money. The bank says you did not.
0260 MIN · ONLINE
No April Tax Surprise
For owners who do not want April to be a loan.
Know how much of each deposit belongs to tax.
See what payroll already covered, and what a distribution did not.
Leave with the next payment moved out of operating cash.
April shows up, you are shocked by what you owe, and the cash is already spent.
0360 MIN · ONLINE
Read the Report
For owners who get a P&L and still cannot tell if the month was good.
See profit, cash, and take-home as three different facts.
Know which lines are clouding the real picture.
Leave with a clear read of the month.
The report arrives, and you still cannot tell if the month was a success.
0460 MIN · ONLINE
Close the Month
For books that stay open because nobody owns the date.
Know the close in order, so the month actually finishes.
Finalize the bank, parked cash, sales tax, and payroll before you call it done.
Leave with last month finished, not still open.
Last month keeps changing, so you never trust this month.
0560 MIN · ONLINE
Trust the Numbers
Before tax, a loan, or handing the file to someone new.
Know whether the numbers tie to a source, or only look finished.
Find the account or the month that breaks the file.
Leave with a written call: ready, or not ready.
Someone is about to rely on these books, and you are not sure they should.
0660 MIN · ONLINE
Books Ready to File
Before you hand the file to your CPA.
Know what has to be finished before the file can be handed off.
Have owner pay and the items that change the tax already pulled out.
Leave with a short packet so your CPA can start, not chase missing pieces.
The CPA meeting starts, but your books still aren't ready.
ALLTHE SET · ONLINE
All Six
When you want the whole set, not one hour.
Take every session, in an order that builds.
Hop into the rotation anytime. You do not have to start at the first session.
Leave with one result from each session.
One signup. You save by taking all six instead of buying each session.
One problem is not the issue. You need the set for financial clarity.
FREEFREE · ALL SIX
Find your Fix
Preview all six workshops before you invest.
Get a fast pass through every session, with one takeaway you can use.
See what each hour covers, and what you walk out holding.
Leave knowing which courses are right for you, before you spend.
You know you need help, but you are not sure where to start.
WHO IT IS FOR
Owners. Not students.
You already run the business
These are not startup classes. You need a bank account, a report, or a tax date that is already real.
You want a decision, not a certificate
Each session ends with something filled in: a forecast, a list, a transfer, or a yes/no on the books.
Live online
Every workshop is live and online. Bring last month’s report so we can work from your numbers. A private session is available.
RESERVE A SEAT
Pick a workshop. The dates are set.
Every time on this page is Eastern, 2026. Sessions are live and online. Private sessions are available. This request is emailed to [email protected]. It is not a tax engagement until we agree on one. This is not tax advice.
