This is a comprehensive guide to building a resilient financial foundation that fosters growth and stability. In this session, I’ll dive into the critical components of financial structuring tailored for small businesses and startups, emphasizing the importance of a solid business plan, operating agreement, the right entity, tax election, budget, fiscal structure and the right financial tools to support daily operations and long-term goals.

Attendees will learn how to develop and implement robust fiscal structure, manage budgets and cash flow effectively, and leverage financial management tools to streamline reporting. We’ll discuss the value of investing in staff talent and training, ensuring that teams are equipped to uphold financial integrity and drive data-informed decisions.

This workshop designed for entrepreneurs and startup founders who want to go beyond the basics of finance and build sustainable, transparent financial systems. By establishing strong structures and fostering a culture of accountability, business leaders can set their ventures up for success and make financially sound decisions that align with their vision and growth.

I’ll walk you through my journey of founding Real Finance Group LLC, an accounting firm dedicated to streamlining fiscal operations, ensuring compliance, and promoting financial integrity. By recounting real-life challenges and lessons learned, I hope to inspire business owners and professionals alike to build strong foundations for their ventures. This talk is a blend of practical advice, insights on overcoming self-doubt, and a testament to how resilience and commitment to integrity can transform lives and businesses.