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Understanding Your Business Finances & Cash Flow Clarity


With Natasha Carrillo, Founder of Money with Confidence

Ready to ditch the stress and take control of your business finances? In this practical session, Natasha Carrillo will guide you through assessing your business’s financial health, projecting cash flow, and implementing systems that actually work. You’ll uncover what’s really causing cash flow issues, learn how to plan for taxes, pay yourself with confidence, and finally separate the chaos from your cash.

Walk away with simple action steps, smarter systems, and real clarity on how to build a financially sustainable business that’s ready to scale. This one’s for the advisor ready to get serious about their money.

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Smart Break: The Power of the Markup with TripSuite

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July 25

Send-Off with Courtnie