WORKSHOP

SPEAKING

WORKSHOP • SPEAKING •

Empowering entrepreneurs is my passion, both through one-on-one services and on the stage.

I offer speaking engagements and hands-on workshops tailored to instill financial savvy and inspire business growth.

Whether you’re organizing a large event, guiding a business cohort, or helming an institution, I’m here to deliver actionable insights that can truly make a difference. Elevate your next event with a deep dive into the world of entrepreneurial finance. Let’s connect and make it happen.

Here are some curated workshops/speaking topics I offer:

nACONDRA MORAN

1. Mastering Tax Efficiency: Maximizing Returns and Minimizing Stress

Overview: Taxes are often a pain point for entrepreneurs. This training is designed to simplify the complex world of business taxes. Participants will gain insights into effective tax planning, potential deductions, and the importance of keeping immaculate financial records.


Key Takeaways:

  • Essentials of tax categories relevant to businesses.

  • Strategies for efficient tax planning and maximizing deductions.

  • Best practices for record-keeping to ensure compliance and audit protection.

  • Utilizing available tools and software for easier tax management.

2. S Corporation and Retirement Tax Strategies Workshop

Overview: Delve deep into the intricacies of S Corporations, a popular choice for many small businesses. This workshop will highlight the unique tax benefits associated with S Corporations and how you can use them to amplify your retirement savings. Get ready to transform your financial landscape with smart tax moves that pave the way for a brighter, more secure future.


Key Takeaways:

  • Understanding the fundamental differences and benefits of an S Corporation.

  • Strategies to maximize retirement contributions and reap tax advantages.

  • Navigating potential pitfalls and common misconceptions about S Corporations.

  • Practical steps to transition and set up your S Corporation efficiently.

3. Bookkeeping & Knowing Your Numbers Workshop

Overview: The heartbeat of every thriving business is its financial health, and understanding it is paramount. This workshop breaks down the complex world of bookkeeping into digestible segments, ensuring that entrepreneurs, whether novice or seasoned, can interpret, understand, and leverage their financial data.


Key Takeaways:

  • The essentials of effective bookkeeping and why it’s the linchpin of business success.

  • Techniques to analyze and interpret your financial data for actionable insights.

  • Strategies to forecast and plan based on your numbers, ensuring sustainable growth.

  • Tips and tools to streamline your bookkeeping process, saving time and reducing errors.

4. Effective Cash Flow Management for Growing Businesses

Overview: Cash flow is the lifeblood of any business. This workshop teaches participants how to effectively manage, project, and adjust cash flows, ensuring business continuity and growth.


Key Takeaways:

  • The difference between profit and cash flow.

  • Techniques for forecasting and managing cash inflows and outflows.

  • Strategies to improve cash reserves and handle lean months.

  • Identifying potential financial pitfalls and how to navigate them.

5. Tax Deductions: Making the Most of Business Expenses

Overview: Every entrepreneur seeks to minimize tax liabilities. This workshop breaks down deductible business expenses, ensuring businesses don’t overpay taxes.


Key Takeaways:

  • Understanding what constitutes a deductible business expense.

  • Organizing and tracking expenses for year-end deductions.

  • Commonly overlooked deductions that can save businesses money.

  • The role of proper documentation and record-keeping in claiming deductions.

6. Scaling Your Business: Financial Strategies for Expansion

Overview: Growing a business involves more than just increasing sales. This workshop offers insights into financially sound strategies for sustainable business expansion.


Key Takeaways:

  • Assessing when and how to scale: indicators and red flags.

  • Financial tools and best practices to aid in expansion.

  • Navigating the challenges and pitfalls of business growth.

  • Crafting a scalable business model that supports long-term goals.

Get in touch.