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Available Online

Workshops & Speaking

"Teaching Fundamentals"


Service Description

Pricing discussed during consultation. Can do in person and virtual workshops for members of your organization, high schools, charter schools, non-profits and accelerators for entrepreneurs This service is offered on a per head basis These are just a few of the workshop options: - Cash flow management - Framework of an Operating Plan/Budget - Differences/Benefits between a CPA/CFO/Controller - Financial Statements Overview - KPI/Dashboard Importance - Business Tax Planning - Funding Options and Banking Package


Cancellation Policy

To cancel or reschedule please contact us 24 hours before your scheduled appointment.


Contact Details

972-770-4441

info@thelegacyoptimizer.com


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