Business Owners Invitation
The San Diego Finance Forum invites you to join us to ask the bankers, CPAs, and bookkeepers “the tough questions”
We keep hearing our customers’ frustrations with their team of finance professionals. We decided to do something about it.
We launched a safe place to sit around the table with a small group of bankers, certified public accountants, and bookkeepers and get your questions answered.
Why? Because we know these are the players who can be instrumental to your business survival – acquisition – growth.
In this forum we promise you will get straight responses about accounting and finance - one of the toughest areas to manage in business.
Click here to submit your tough questions. Here are a few we’ve heard …
- Isn’t my CPA supposed to call me and let me know about the quarterly filing requirements?
- Tax planning is expensive, what is the benefit of doing it?
- Why does my banker need all that financial data to just give me a line of credit?
- Do I really need to see my bookkeeper more than once a month?
Over breakfast, Jim Colville will moderate a discussion where the banker, the CPA, and the bookkeeper will listen first and then respond to your concerns. They are coming because they want to hear what you think, directly from you. The reason you should be there is to learn how to get what you need from your team of finance professionals.
Space is limited. If you’d like to join us, registration is required.
To register, click here.
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