Expert Connections: Financial Optimization

August 5th Experts – Tammy McCarty and Heather Beltran

For the month of August we welcome back financial optimization experts, Tammy McCarty, CEO and Heather Beltran, COO of JIT CFO. JIT CFO specializes in fractional CFO services where they guide, mentor, and help influence the financial direction of an organization. Their ideal client is one that uses financial data for the betterment of the organization. They believe GAAP financial statements are meant to manage an organization and the tax return is a byproduct, not the purpose.

Do you have questions about setting up a payroll system, basic business accounting, government accounting, understanding financial statements, QuickBooks and more?

This is the Expert Connections session for YOU!

Email SFBI Program Director, Jessica Moose at jmoose@sfbi.net to reserve your FREE, 30-minute consultation with our financial experts.

Please include your preferred time slot in the email.
First come, first serve.

10 am – 10:30 am
10:30 am – 11 am
11 am – 11:30 am
11:30 am – 12 pm

The Zoom meeting link will be shared via your confirmation email.

This is open to ALL small business owners, startup founders and c-suite leaders located in Santa Fe, NM so please feel free to share this with any entrepreneurs or colleagues that may benefit. Thank you.