Harvest Your Resources
The BUILD panel is all about practical insight to help you make smarter financial decisions in your work, your business, and your life. Jennifer Gramuglia will be joined by four Hudson Valley professionals:
Cathleen Tobin, CFP®, MoonBridge Financial Design (Financial Planning)
Jeanne Kelly, Credit Boss Lady (Credit)
Kathy Queenan, M&T Bank (Business Banking)
Diana Gerardes, EA, Integrity Tax Defense (Tax)
The panel is moderated by Dani Hughes. It's a conversation followed by Q&A, so bring your questions.
What We'll be talking about
My part of the conversation is bookkeeping, and specifically how knowing your numbers well can help you find the cash you already have, often without taking on debt.
I see it all the time. A business is busy and growing, but the owner doesn't have a clear picture of where the money is going. When the books are accurate and up to date, the answers start to show up: which services are actually profitable, where cash is getting stuck, and what you can afford to do next. That clarity is what helps you make confident decisions instead of guessing.
Event details
Event: Harvest Your Resources, hosted by Hudson Valley Women in Business
Date: Wednesday, October 21
VIP Wine Tasting: 4:30 to 5:30 PM
Main Event: 5:30 to 8:30 PM
Location: City Winery Hudson Valley, Montgomery, NY
Tickets: hvwib.org/events
If you're a business owner in the Hudson Valley, I'd love to see you there. Please come find me and say hello!
Can't make it?
If you'd like to talk about getting a clearer picture of your numbers, book a free consultation. I'm always happy to talk about how we can help.
