About the Workshop If you are long past the startup phase of your business, want to sustain and increase profits & cash flow faster, this executive series is for you.
Who is this online workshop best for?
Business Owners
Businesses with revenue of $250k or higher
Businesses that have 3 years of business taxes
Businesses in good standing with the DCCA
Learn the interplay between business and personal taxes. Once registered, a zoom link will be shared with you.
Facilitator: Mariko Gordon, CFA, CFP® is a former $2.5 billion portfolio manager turned financial advisor and founder of Uzume, a firm helping business owners build confidence and clarity around money. Based in North Carolina, she blends deep investing experience with coaching, teaching, and the occasional hula.