Virtual Member Meetup: Bookkeeping for Business Owners

Join us Tuesday, September 30 at noon ET for a powerful session that will transform the way you think about your business finances. Led by the ever-insightful Paul Allen, CFP®, MQFP®, this session will help you build confidence, clarity, and control over your business finances.

Whether you’re just starting out or looking to sharpen your systems, this meet-up will guide you through the essentials of bookkeeping in a way that’s approachable, actionable, and tailored for business owners like you.

What we’ll cover:

1. What bookkeeping really is—and why it’s your secret weapon
2. Chart of Accounts made easy: Organize your finances with purpose
3. Tracking the easy stuff: Income, expenses, and everyday transactions
4. Tracking the not-so-easy stuff: Assets, liabilities, and equity—simplified
5. Tools, tips, and tricks to streamline your process
6. Live Q&A to get your questions answered

Walk away with the tools and mindset to take charge of your numbers—and your future.

Presenter: Paul Allen, CFP®, MQFP®

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