Many owners have heard the phrase “know your numbers,” yet still lack clarity on what their financials truly say.
In this two-hour workshop, led by a seasoned CPA/Fractional CFO, you will discover how to read your numbers, understand their impact, and use accurate financial insight to build a growing business.
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You’re Invited:
Business Owner & Executive Briefing
You will learn how to:
Evaluate the effectiveness of your accounting process
through a simple diagnostic formula
Discern the difference between profit and cash
in your business and why the two rarely match
Read the non-negotiable financial reports every business owner must review
and understand their purpose
Drive profitability and cashflow
by focusing on 7 key factors
Ask your accountant or bookkeeper the right questions
to produce consistent business results
Date and Time:
December 4, 2025
1:30 p.m. - 3:30 p.m.
Location:
Regus
110 Traders Cross 1st Floor
Okatie, SC 29909
Cost:
Our workshop is complimentary to you.
Bonus! All attendees are eligible to receive a free financial strategy session, valued at $995.
Who This Event Is Designed For:
- Business Owners
- Entrepreneurs
- Staff Accountants
Is this workshop right for you?
This workshop is for business owners who want a clearer understanding of their financial information and how to use it in day-to-day decision-making. If you receive financial reports but aren’t fully confident in what they show or how to interpret them, this session will bring clarity. We will take a practical look at the financial statements you already have, discuss common gaps in accounting processes, and show you how to view your numbers in a way that supports sound operational decisions. If you want to stop guessing and start managing with accurate information, this workshop is a good fit for you.
Meet Your Speaker
Jeff Yakes, CPA, MT
Fractional CFO
Jeff Yakes is a Certified Public Accountant, entrepreneur, and financial strategist with over 30 years of experience helping business owners grow their business portfolio. As owner of Next Level CFO, Jeff works alongside business owners to make their numbers work for them, improving cash flow, and growing business value.
A former Big 4 tax manager and successful firm owner, Jeff combines deep financial expertise with an investor’s perspective. He helps clients create clear roadmaps for growth, acquisition, and exit, while implementing tax strategies that minimize exposure and maximize reinvestment.
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Arrive 15 Minutes Early
Register, come prepared to network, grab a good seat, and ask FAQs.
Free Parking
Parking is free and convenient. A parking lot is located at the front of Okatie Commerce Park.
No Ticket Required
Registration is required, but we'll have a copy of your ticket at the registration table.
Update Information
Send updated registration information if needed. Let us know if you need to reschedule.