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The Blueprint to Wealth-Driven Business Growth: Financial Mastery
Date and Time
Thursday Dec 4, 2025
1:30 PM - 3:30 PM ESTDecember 4, 2025
1:30 p.m. - 3:30 p.m.Location
Okatie Commerce Park
Regus
110 Traders Cross 1st Floor
Okatie, SC 29909
Fees/Admission
Workshop is complimentary to business owners
Contact Information
(843) 517-8031
Send EmailThe Blueprint to Wealth-Driven Busine...Description
Business Owner & Executive Briefing:
Many owners have heard the phrase “know your numbers,” yet still lack clarity on what their financials truly say. In this two-hour workshop, led by a seasoned CPA/Fractional CFO, you will discover how to read your numbers, understand their impact, and use accurate financial insight to build a growing business.
You will learn how to:
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Evaluate the effectiveness of your accounting process through a simple diagnostic formula
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Discern the difference between profit and cash in your business and why the two rarely match
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Read the non-negotiable financial reports every business owner must review and understand their purpose
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Drive profitability and cashflow by focusing on 7 key factors
- Ask your accountant or bookkeeper the right questions to produce consistent business results
Meet the Speaker:
Jeff Yakes, CPA, MT
Jeff Yakes is a Certified Public Accountant, entrepreneur, and financial strategist with over 30 years of experience helping business owners grow their business portfolio. As owner of Next Level CFO, Jeff works alongside business owners to make their numbers work for them, improving cash flow, and growing business value.A former Big 4 tax manager and successful firm owner, Jeff combines deep financial expertise with an investor’s perspective. He helps clients create clear roadmaps for growth, acquisition, and exit, while implementing tax strategies that minimize exposure and maximize reinvestment.
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Sponsors