Financial Foundations: Part 2

Navigating Business Success Through Financial Strategy

Continue your journey with the second part of our two-part webinar series, “Financial Foundations." In this session, we'll provide a brief recap of the 4 Points of Focus and then dive into practical strategies for leveraging your financial statements to tell the compelling story of your business. Explore the nuances of income statements, balance sheets, and cash flow statements. Gain insights into differentiating between gross and net profit and discover key tips for managing growth and maintaining stability through your financial structure. From creating a financial plan to tracking cash flow, minimizing overhead costs, and investing in growth, learn actionable steps to fortify your business. Don't miss out on this invaluable session for shaping your business success.

Presented by


Wendy Roberts

Wendy Roberts prides herself on creating winning strategies while helping her clients maximize their resources and their profits. As a CPA, she knows her way around corporate financials. As an entrepreneur, start-up CEO & CVO and a former corporate executive, Wendy offers a broad insight into finding solutions to help her clients achieve exceptional growth and financial success. She has a BS in Accounting from Indiana University, MBA courses at the University of Tampa and years of experience counseling clients on financial and profitable success.