Financial Planning & Year-End Review

The year is almost over, and most business owners still couldn’t say exactly where the money went or what next year should look like.
About this Event

Year-end finance workshop for business owners, led by Lovie Grant of Perfect Balance TAXticians. A focused two-hour session on Friday, November 20, 11:00 a.m.–1:00 p.m. at the Nashville Entrepreneur Center (41 Peabody St.). Learn which metrics matter, tidy up loose financials, turn the year’s performance into a realistic plan, and leave with an actionable checklist. Includes networking and Q&A.

Financial Planning & Year-End Review launches with a clear focus: help business owners and finance-minded professionals stop guessing and start knowing where their money went and what to do next. The session is led by Lovie Grant of Perfect Balance TAXticians and Dean Wealth Firm, who has spent 15 years helping business owners make sense of their finances. Expect a practical, hands-on session that highlights which financial figures really matter and how to interpret them so you can make informed decisions before year end. Lovie will walk you through specific year-end review steps, from reconciling accounts and spotting missed items to isolating the metrics that reveal business health and profitability. You will work toward a realistic plan for the coming year, receive a takeaway checklist of priority actions, and have time to ask questions tailored to your situation while exchanging insights with peers. Plan for two hours of focused content and peer networking on Friday, November 20, 11 a.m. to 1 p.m., at the Nashville Entrepreneur Center, 41 Peabody Street, Nashville, TN. Bring recent financial reports or summaries if you want to apply the review checklist to your own numbers and leave with concrete next steps you can implement before December 31.