Finally, Financial Success:  How Do You Achieve It?

Let Renee educate your business group with practical tools you can implement today!!

• Critical Qualities of the CEO
• Financial Statements: The Key to Unlock Success
• Your Financial Flight Plan: Pilot Your Business to Profitability
• Entity Selection: What you don’t know can hurt you
• Strategy or Fraud: Audit credibility & reduction on taxes

• Organization/Record Keeping
• Cash flow Strategies
• Budgeting and Cutting Costs
• Chart of Accounts: The foundation to a solid business
• Business checklist: The secret to a mature business

• Ten Biggest Mistakes
• The Proper Chart of Accounts
• Effective Financial Strategies

Testimonials

"I would like to very much thank Renee for her time and absolute level of knowledge as a guest speaker for my small business group.  Renee gave a terrific presentation full of valuable, yet, easy to understand tax and business information.  It takes presenter talent to make an otherwise dry subject of bookkeeping and taxes interesting and she kept the audience engaged and entertained.    Renee clearly knows her way through a tax return and is most definitely a Quickbooks “Expert”. Thank You Renee!"
-Linda McKnight, The South San Jose Small Business Network 

-JC Castillo, MultiFamily Investor Group

"Renee gave a timely and thought provoking talk to our networking group.  She was great at gauging the level of the audience, encouraging us to ask questions and also sharing very useful information in the short time she had.  I'd recommend her highly as a speaker to small business owners."

- Julie Shanson, Palo Alto Chapter, Women's Networking Alliance

 

 

"On behalf of East Bay Association of Enrolled Agents and myself I want to thank you for the informative presentation last evening.  Everyone gained so much needed information from your expertly delivered presentation.  Thank you for taking time out of your busy schedule to address our chapter.  You were great Renee! You are truly a professional."
- Irene Moore

 

"Renee was a very impactful speaker that was able to show her deep knowledge of her topic (business finances/profitability) in a way that was clear and easy to understand.  Participants found her quite motivating and walked away with many ideas about how they could immediately implement some of Renee’s tips to improve their current practices.”
-Jennifer Berkley Jackson, Women in Consulting


"Thank you Renee Daggett! Your presentation was great! The amount of relevant information you gave in such a short period of time was perfect for those who wanted to know more about form of business entity, taxes, and cash flow positioning for a successful and growing business. I would highly recommend you to present to groups of business owners!"

- V. Lynn Hawkins, Skyhawk Biz Coaching and Consulting

 

 

"Renee is passionate about what she teaches as well as knowledgeable.  Her presentation was informative and engaged the audience.  She was well received and we will invite her back!"
-Karen Black, Crossroads CEOs

Download Renee's Bio Sheet here.

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Past Speaking Events:

South San Jose Small Business Network – January 2012 in San Jose

Automotive Service Council – November 2011 in Santa Clara

Crossroad's CEOs – November 2011 in Campbell

East Bay EA's – October 2011 in Pleasanton

Business Empowerment Networking Group – October 2011 in Sunnyvale

Leader's Network – September 2011 in Palo Alto  

Biz Network Group – August 2011 in Mountain View

Women's Network Alliance – August 2011 in Los Altos

MultiFamily Investor Group – July 2011 in Santa Clara

Crossroad's CEOs – February 2011 in San Jose

ACPWC Conference – February 2011 in San Francisco

Real Estate Radio Guys Mentoring Club – February 2011 in Santa Clara

BRS Investor's Club – January 2011 in Pleasanton

 

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If you are flying  your company in one direction and don't like the results, Your Financial Flight Plan will help you get back on course.  Are you ready for take off?

 

Step by step QuickBooks Manual for Real Estate Investors and Property Managers: Managing Your Properties with QuickBooks.

 

 

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