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Lunch & Learn

Financials 101
Company Financial Position

by Optima Office CEO,

Jennifer Barnes

 

Why should you attend?

This presentation is ideal for Business Owners, and Accounting Professionals interested in learning to read and understand your financials.  You will also learn to create a cash flow forecast.

What are you going to learn?

Tools, tricks and techniques for creating an accurate look forward.

Jennifer Barnes' Career and Credentials:

Jennifer has 23 years of experience in Accounting. She spent 10 years as a Controller for various organizations before starting her own firm in 2012, which she grew to 88 employees and $7 million in revenue in 6 years. Optima is her second successful venture and currently has 100 employees, from CFO’s to bookkeepers and an entire HR team, all who are available to serve clients in every industry and from start-ups to $100 million in revenue. The company also enjoys supporting not for profit organizations.

Jennifer has an Undergrad in Finance, Accounting and Marketing from the University of Arizona and an Executive MBA from SDSU.

 
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Date & Time

March 23, 2023

12pm - 1:30pm PST

 

 

 

Location

Optima Office

5120 Shoreham Pl.

Suite 285

San Diego, CA 92121

 

Please contact Melissa Perrell with any questions

Melissa.Perrell@optimaoffice.com | 619-200-3333

 

RSVP by March 17, 2023