Valley Heartland

📅 Monday, April 28, 2025 | 3:00 PM | ON ZOOM

Are your financial statements a mystery to you? 🤔 If you’ve ever wondered where your cash is going, how to read a P&L statement, or why a balance sheet even matters, this session is for you!

💡 Learn how to interpret key financial reports, ask the right questions, and get a clearer picture of your business’s financial health with experts from CPA Canada.

Speaker: Gisella Theodore, CPA

📅 Monday, May 12, 2025 | 3:00 PM | ON ZOOM

How do you know if your business is making money? It’s not just about revenue—it’s about profitability, budgeting, and financial planning. Join us for this advanced session to learn:
✅ How to determine your most profitable products & customers
✅ Why budgeting is crucial for success
✅ How to forecast trends & prepare for the future

Speaker: Gisella Theodore, CPA

📅 Monday, May 13, 2025 | 8:00 am to 12:15 pm| Stonefields Estate, Carleton Place

Register now and join us for a morning of learning and connection!

📅 Monday, June 9, 2025 | 3:00 PM | ON ZOOM

Thinking of expanding your business? 🚀 Growth is exciting, but is it the right time?

Join this session to understand:
✅ The best reasons & right time to grow
✅ The financial implications of expansion
✅ How to plan for and fund business growth

Speaker: Gisella Theodore, CPA

📅 Monday, July 7, 2025 | 3:00 PM | ON ZOOM

Your balance sheet is a key indicator of business health. But do you know what makes it “healthy”? 💡

This session will help you:
✅ Understand what banks & investors look for
✅ Learn key ratios for financial strength
✅ Discover ways to improve your balance sheet

Speaker: Gisella Theodore, CPA

📅 Thursday, August 28, 2025 | 3:00 PM | ON ZOOM

💡 Sales are strong, but where’s the cash?

Managing cash flow is crucial for every business. This session covers:
✅ How to manage cash efficiently 💰
✅ Ways to free up working capital
✅ Tips to ensure customers pay on time

Learn the cash flow secrets successful businesses use to thrive!

Speaker: Gisella Theodore, CPA