Are you self-employed or a small business owner? Ready to make 2018 your most profitable year yet?

Join us for this Wellthy Workshop with Ernst & Young trained Chartered Professional Accountant and small business owner, Lisa Zamparo.

You’ll learn her process for creating a business financial plan, and her framework for setting priorities to accelerate revenue growth.

Enter this plan as a budget in your bookkeeping software and you’ll feel inspired to keep your financial records up-to-date each month to see how you’re doing versus your goal.

Since the best way to learn is by doing, there’s lots of time for you to implement the techniques discussed and build your financial plan for 2018. Review your margins, optimize your cost structure, and set your revenue-driving priorities. All with an accountant by your side.

We'll keep you energized throughout the day: Stay hydrated and nourished with sparkling water and healthy snacks. Enjoy a gourmet pizza lunch. End the day with a glass of bubbly! (Prosecco or kombucha, your choice)

Let’s make your finances fancy, fearless & fun!

What to expect:

9:30-10:15 *EARLY RISER BONUS* Meditation & visualization exercise to create focus for your day
10:30-10:45 Welcome
10:45-11:15 Presentation: Creating a Financial Plan for your Business
11:15-12:45 Tutorial time
12:45-1:45 Lunch
1:45-2:15 Presentation: Your Revenue Acceleration Framework
2:15-3:45 Tutorial time
3:45-4:00 Wrap up
4:00 Pop the bubbly!!!

What will you gain?

  • All-day access to a CPA for your business, accounting and tax questions (value $150/hour)

  • A day pass at Toronto’s newest coworking space for women, Make Lemonade (value $25/day)

  • Snacks, gourmet pizza lunch and glass of prosecco or kombucha (value $25)

  • Access to the invitation-only Business & Bubbly online community

  • Preferred rate for Lisa’s 2018 financial crash course program

  • A large dose of confidence knowing you’re ready for a profitable year!

Who should attend?

Freelancers & small biz owners who want a financial plan for a profitable year with clear actions steps to achieve their goals.

What you’ll need:

  • A list of your products & services and relevant pricing

  • Your laptop

  • Optional: last year’s financial results (including revenue by product), if available

What does Lisa bring?

Hi, I’m Lisa! I’m a Chartered Professional Accountant (CPA) providing money, business and tax advice to small businesses & self-employed women. My specialty is helping new entrepreneurs build profitable businesses that support their health, wealth and happiness - which I call “wellth” - and earn their first six-figures of revenue.

Historically, women have not had support and experience in managing our finances. Our lack of confidence can make us procrastinate about money matters, which ends up making the stress even worse! This isn’t because we can’t manage money. We just need to learn how.

That’s what I’m about: helping women understand the language of finance, develop systems and processes to manage their money, and feel confident & wellthy!

Make Lemonade members get 15% off this event! Not a member yet? Join the club