NAWBO Atlanta Lunch & Learn - March | NAWBO

NAWBO Atlanta Lunch & Learn - March

Thursday, March 12, 2020 - 11:30am1:00pm
The Georgian Club
100 Galleria Pkwy SE
17th Floor
Atlanta, GA 30339
United States

Know Your Numbers: Demystify Financial Statements & Improve Your Bottom Line

FEATURED SPEAKER: Andrea Lockhart - CEO, Advisory CPA Group 
(Attend this event and get $10 off the March 27th Workshop with Suzanne Evans. A coupon code will be emailed to you within 48 hours after you register)

Do you know your numbers? Do the words, “income statement,” “balance sheet” and “cash-flow statement” sound foreign to you? Do you know how to use your financial statements to make sound business decisions, or do you only look at your financial statements when it’s time to prepare your income taxes or apply for a loan? No matter whether you answered “yes” or “no” to these questions, this session will help you demystify financial statements and identify key business indicators (KBIs) that all entrepreneurs should monitor. Plus, if you are a seasoned entrepreneur who knows her numbers, you will learn about some tax deductions that could improve your bottom line and minimize your tax liability.

You will learn:

  1. Seven key financial numbers every business owner should know 
  2. Top hidden business tax deductions 
  3. Tax planning strategy tips for 2020 

Andrea Lockhart is the CEO and Owner of Advisory CPA Group, an Atlanta based full-service CPA firm providing accounting, tax preparation and planning services to small business owners. She is a Certified Public Accountant, licensed in the state of Georgia, and holds a Bachelor of Science degree in accounting from North Carolina A&T State University of Greensboro, NC. Andrea brings over 27 years of experience from Fortune 500 companies and international operations from a broad range of industries, making her skillset easily adaptable to most businesses. Andrea is passionate about helping business owners understand their numbers so they can use them to make informed business decisions. 

Andrea strongly believes that when you are working with her firm you are making an investment. Like any other investment, you must get a return on your money! Through proactive advice and sound business solutions, Andrea shows business owners how to keep more of what they earn. She does this by providing a proactive plan full of court-tested, IRS-approved strategies for minimizing taxes.


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