Understanding your Financial Statements to Make Informed Business Decisions- November 8, 2023

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In this luncheon we will get to understand the purpose of our financial statements and what they are telling you from the desk of a chief financial officer. After spending the past 30 years working exclusively in public accounting working with business owners of various sizes, our speaker now dedicates his time providing comprehensive financial mastery to his business clients. Many business owners do not understand how to read or understand their financial statements when they are received.  Unfortunately, most do not even look at them.  This can be a costly mistake!  Understanding your financial statement is a necessity when it comes to owning or operating a business. Reading, interpreting, and using your financial statements is the difference in hitting financial goals, protecting cash flow, and staying profitable.


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Jeffrey C. Yakes is a Certified Public Accountant with a Master?s in Taxation from Capital University Law School. He has 31 years of tax, accounting and consulting experience.  Jeff is also an adjunct professor of tax and accounting.  Prior to establishing his own tax and accounting practice 18 years ago (sold in 2022), Jeff was a Senior Tax Manager with one of the remaining ?Big 4? accounting firms specializing in the real estate and pass-through entities for family-owned businesses through-out the mid-west market. 
 
Jeff recognized during Covid that so many businesses were struggling with higher level financial decision-making, strategies and planning that he decided to establish Next Level CFO, LLC a fractional CFO company.  Jeff currently works with clients who need financial direction and clarity surrounding the financials of their business.  Once the client has clarity, Jeff advises on financial strategies to help them obtain their financial and business goals.