‘Financial Freedom’ Staff Workshop

Whether you’re an individual or a business owner, taxes are a fact of life, but when you work with an accounting firm like ours, our dedicated team of tax and accounting professionals makes sure that you have one less thing to worry about.
  • What: 1-hour workshop held via Zoom for staff groups.  Typically, the first 45 minutes are spent on presentation, then 15 minutes for Q&A.  Staff are given a PDF of the presentation bullet points, as well as a budget tool and several other relevant online calculator tools.  Follow up personal meetings available upon request to help individual staff members who need more detailed directions.  

  • Why: Show your staff you care about them as people, not just employees, by helping them invest in themselves.  This workshop touches base on several topics to help them get to a comfortable financial position and accomplish their personal goals.  During the workshop, we go over building net worth, building/repairing credit, budgeting, and home buying.   

  • When: Workshop is offered year-round.  Please coordinate with Ashley to schedule a convenient time when the majority of your staff will be available.  
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