Briefing for Established Business Owners
THE 5 FINANCIAL BLIND
SPOTS COSTING GROWING
BUSINESSES CASH AND PROFIT
Your business may be growing and still losing cash, margin and decision-making time in places your financial reports do not reveal.
Join Pamela Murray, Principal of Accounting Expert Group, LLC, for a practical 60-minute briefing designed for owners of established businesses who want clearer numbers, stronger cash flow and more confident decisions.
Designed primarily for businesses with approximately $500,000-$5 million in annual revenue. Registration is complimentary.
For Established Business Owners | 60 Minutes | Practical & Non technical | Live Q&A
GROWTH DOES NOT AUTOMATICALLY
CREATE FINANCIAL CLARITY
Many owners have bookkeeping, accounting software and financial reports and still cannot confidently answer the questions that drive the next decision.
» Is the business generating enough cash to support growth?
» Which services, jobs, clients or locations are actually producing margin?
» What cash pressure is likely in the next 13 weeks?
» Are financial statements arriving soon enough to be useful?
» What should the owner monitor every month before making a major decision?
This session will help you recognize five blind spots that often sit between accounting activity and real financial confidence.
WHAT YOU WILL LEARN
BY THE END OF THIS SESSION, YOU WILL BE ABLE TO:
Understand why a profitable business can still experience a cash shortage.
Recognize signs that monthly financial reporting is too late, incomplete or difficult to trust.
Identify common ways profit leaks through pricing, labor, overhead, collections and operating complexity.
See why a budget and cash-flow forecast are different from historical financial statements.
Choose a practical set of monthly KPIs that can support better owner decisions.
Determine whether your next need is stronger records, a better financial foundation, ongoing monthly clarity, proactive tax strategy or CFO-level leadership.
WHO SHOULD ATTEND
THIS BRIEFING IS DESIGNED FOR
OWNERS AND DECISION-MAKERS WHO:
»Lead an established business with approximately $500,000-$5 million in annual revenue
»Are growing, hiring, borrowing, acquiring, expanding or recovering from a difficult period
»Have financial statements but do not feel fully confident using them to make decisions
»Need better visibility into cash flow, profit, margins, budgets, forecasts or tax planning
»Want to understand the level of accounting and advisory support the business needs next
The examples will be especially relevant to construction and home services, professional services, dental and healthcare practices, real estate businesses and other owner-led service companies.
MEET YOUR PRESENTER
PAMELA MURRAY, mba
PRINCIPAL | ACCOUNTING EXPERT GROUP, LLC
Pamela Murray brings more than 20 years of accounting and financial-management experience to established business owners who need greater confidence in their numbers, cash flow and decisions.
As Principal of Accounting Expert Group, LLC, Pamela helps businesses strengthen financial records, improve monthly reporting, plan proactively for taxes, build budgets and forecasts, and gain strategic financial leadership. AEG is expanding its presence in the Raleigh market while continuing to serve clients through a high-touch, technology-enabled model. This virtual event does not depend on the physical Raleigh office being open.
Your Expert Partner | Financial clarity. Confident decisions. Stronger businesses.
SESSION AGENDA
Contact us
Frequently asked questions
Is there a cost to attend?
No. This webinar is a complimentary educational briefing. AEG will explain an optional Financial Fit Call and paid AEG Financial Clarity Review™ at the end.
Is this a tax webinar?
No. Tax strategy is one part of financial clarity, but the session focuses more broadly on cash flow, profit, reporting, forecasting and owner-level decision support.
Will the session provide advice for my specific business?
The webinar provides general education. Individual recommendations require a separate conversation and, when appropriate, a paid diagnostic review.
Will a recording be available?
Registrants will receive a limited-time replay link and the attendee Financial Clarity Checklist after the live session.
Do I need to be located in Raleigh?
No. The campaign is launching from AEG’s Raleigh market, but established businesses across North Carolina may attend virtually.
What happens after the webinar?
You may use the checklist independently, remain in AEG’s educational community, or request a complimentary Financial Fit Call to determine whether a AEG Financial Clarity Review™ would be appropriate.
CLEARER NUMBERS CREATE MORE
CONFIDENT DECISIONS
Reserve your seat for this practical business-owner briefing and begin identifying the financial blind spots that deserve attention before the next major decision.
Questions? Contact Accounting Expert Group, LLC at info@accountingexpertgroup.com or (336) 791-0571.
Educational information only. Attendance does not create a client relationship, and individualized accounting, tax or legal advice is not provided through this event.