Business Finance Foundations: Understand, Report, and Act with Confidence
Format: Virtual Workshop
Presenter: Jason Charette
Join CPA Jason Charette for an engaging and practical session designed for entrepreneurs and small business owners who want to build a solid financial foundation. With over 20 years of experience in corporate finance—Jason specializes in financial planning & analysis, business intelligence, and translating complex project needs into practical solutions. He brings real-world insights to help local business owners make informed, confident financial decisions.
In this session, you’ll understand the basics of financial statements, including:
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Profit & Loss
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Balance Sheet
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Cash Flow
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Retained Earnings
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Apply key financial ratios to monitor business health
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Make tax-smart decisions, including HST strategies and business use of home & vehicle expenses
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Use spreadsheets or accounting software to streamline your finances
Bonus tips and tricks: Jason will also share time-saving ways to use AI—from automating routine tasks to organizing receipts and managing reports— so you can spend less time on admin and more time on high-value business decisions or simply enjoying a well-earned break.