The CHM Collective - Monthly Event January 2025

SUMMARY:  This talk highlights common financial missteps small business owners make that can drain profits and hinder growth. The discussion will cover the dangers of ignoring bookkeeping, poor cash flow management, underestimating expenses, neglecting to separate personal and business finances, and failing to plan for taxes. The goal is to equip business owners with tools to maximize profitability and build long-term financial health.

BIO:  Mary Roberts, EA, is a dynamic professional with a diverse and accomplished background. Based in Charlotte, North Carolina, Mary is a proud graduate of Metro State University of Denver, where she earned degrees in Management and Psychology. She furthered her education with master's-level work at the University of North Carolina at Charlotte.

In 2007, Mary took over her mother’s accounting practice, continuing a legacy of excellence in serving clients with tax and financial expertise. Beyond her thriving accounting career, Mary is also the owner of a…