$97

Bookkeeping & Bubbly: Planning for Profit

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Date and Time

Location

Location

Make Lemonade

326 Adelaide Street West

Suite 600

Toronto, Ontario M5V 1R3

Canada

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

Are you self-employed or a small business owner? Ready to make 2018 your most profitable year yet?

Join us for this Wellthy Workshop with Ernst & Young trained Chartered Professional Accountant and small business owner, Lisa Zamparo.

You’ll learn her process for creating a business financial plan, and her framework for setting priorities to accelerate revenue growth.

Enter this plan as a budget in your bookkeeping software and you’ll feel inspired to keep your financial records up-to-date each month to see how you’re doing versus your goal.

Since the best way to learn is by doing, there’s lots of time for you to implement the techniques discussed and build your financial plan for 2018. Review your margins, optimize your cost structure, and set your revenue-driving priorities. All with an accountant by your side.

We'll keep you energized throughout the day: Stay hydrated and nourished with sparkling water and healthy snacks. Enjoy a gourmet pizza lunch. End the day with a glass of bubbly! (Prosecco or kombucha, your choice)

Let’s make your finances fancy, fearless & fun!



What to expect:

9:30-10:15 *EARLY RISER BONUS* Meditation & visualization exercise to create focus for your day

10:30-10:45 Welcome

10:45-11:15 Presentation: Creating a Financial Plan for your Business

11:15-12:45 Tutorial time

12:45-1:45 Lunch

1:45-2:15 Presentation: Your Revenue Acceleration Framework

2:15-3:45 Tutorial time

3:45-4:00 Wrap up

4:00 Pop the bubbly!!!

What will you gain?

  • All-day access to a CPA for your business, accounting and tax questions (value $150/hour)

  • A day pass at Toronto’s newest coworking space for women, Make Lemonade (value $25/day)

  • Snacks, gourmet pizza lunch and glass of prosecco or kombucha (value $25)

  • Access to the invitation-only Business & Bubbly online community

  • Preferred rate for Lisa’s 2018 financial crash course program

  • A large dose of confidence knowing you’re ready for a profitable year!

Who should attend?

Freelancers & small biz owners who want a financial plan for a profitable year with clear actions steps to achieve their goals.

What you’ll need:

  • A list of your products & services and relevant pricing

  • Your laptop

  • Optional: last year’s financial results (including revenue by product), if available

What does Lisa bring?

Hi, I’m Lisa! I’m a Chartered Professional Accountant (CPA) providing money, business and tax advice to small businesses & self-employed women. My specialty is helping new entrepreneurs build profitable businesses that support their health, wealth and happiness - which I call “wellth” - and earn their first six-figures of revenue.

Historically, women have not had support and experience in managing our finances. Our lack of confidence can make us procrastinate about money matters, which ends up making the stress even worse! This isn’t because we can’t manage money. We just need to learn how.

That’s what I’m about: helping women understand the language of finance, develop systems and processes to manage their money, and feel confident & wellthy!


Let's connect!

Website: www.lisazamparo.com

Instagram: @lisa.zamparo


Location & Parking

The nearest subway is St. Andrew station, or if travelling by streetcar, exit the Queen streetcar at Peter Street and walk South, or exit the King streetcar at Blue Jays Way and walk North. Click here for a list of the closest parking lots in the area.


Disclaimer: We're going to have a photographer on site at Make Lemonade on the day of this workshop! By taking part in this event you grant thee vent organisers full rights to use the images resulting from the photography/video filming, and any reproductions or adaptations of the images. Ask us for info on getting a copy of your images for your own content purposes :-)

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Date and Time

Location

Make Lemonade

326 Adelaide Street West

Suite 600

Toronto, Ontario M5V 1R3

Canada

View Map

Refund Policy

Refunds up to 7 days before event

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