September Edu-Social - Get Your Books Straight

You can't grow what you can't see.

Revenue is up but cash is tight. A project closed and you're not sure it made money. You want to hire, but nobody can tell you whether you can afford to. Most owners don't have a math problem — they have a visibility problem, and it usually traces back to financial support that stopped keeping up somewhere along the way.

On September 30th, Steve Breitman of Clarisent joins us to talk about what happens when the numbers finally come into focus.

Clarisent works with companies that have outgrown the CPA-plus-bookkeeper setup. Their argument is blunt: CPAs are tax specialists, and most bookkeepers are doing data entry. Neither is built to answer the operational questions that decide your next move. Clarisent's 4 Financial Minds Framework combines bookkeeper, accountant, controller, and CFO into one package, and Steve brings 25 years of experience to it.

Steve will walk through the blind spots that quietly stall growth — pricing you can't verify, cash flow you can't explain, decisions made on instinct because the reports don't say anything useful — and what it takes to get clear.

Bring your questions. Bring your numbers, if you're willing.

Presentation + Q&A: 3pm – 4pm
Social Hour: 4pm – 6pm
Location: Work Simple DTC

Come for the conversation, stay for the social hour. As always, the room is full of driven B2B professionals serving the SMB market — bring your business cards, but leave the pitches at the door. We're here to build relationships that turn into business later.