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Upcoming Workshops
Financial Literacy Virtual Workshops
Make sense of your numbers and build a financial system that actually supports your business!
FREE WEBINAR
AI in Construction Finance:
What's Working & What's Next
Friday, March 21st from 9:00 - 10:00am PST
AI promises to revolutionize how contractors manage finances—from automated bookkeeping and streamlined expense tracking to optimized cash flow and improved job cost forecasting. But what's truly valuable and what's just hype?
We'll break down where these tools deliver tangible benefits and where human expertise remains irreplaceable.
What you’ll learn:
- How to identify and navigate AI’s limitations and inaccuracies
- Why human expertise remains essential in closing books and filing taxes
- Methods for analyzing financial reports with AI tools
- Techniques for generating and modifying estimates using tools like ChatGPT and ClaudeHow to leverage AI to automate data entry for bills, invoices, and receipts
Who Should Attend:
- Contractors, builders, and construction business owners
- Anyone looking to leverage AI for smarter financial decision making
- CFOs and financial managers in construction
Back by popular demand! If you joined us in May for our Financial Literacy Lunch & Learn at Sky Oro—or if you missed it and wished you hadn’t—this is your chance to take things a step further.
This virtual deep dive will go beyond the basics and tackle the real financial challenges business owners face. From setting up systems that work for you, to pricing, budgeting, and planning ahead—we’re digging into the “how” behind the “what.”
Expect real-world strategies, live Q&A, and practical tools you can put into action immediately—no jargon, no shame, just support.
What You’ll Learn:
- How to design a simple, sustainable financial system for your business
- The truth about pricing, profit margins, and paying yourself
- How to get out of “reaction mode” and plan for seasonal shifts, taxes, and growth
- Common cash flow traps—and how to avoid them
- Tools and workflows to help you stay on track year-round
You’ll leave with a better understanding of your numbers, a plan you can stick to, and the confidence to make smart financial decisions.
Two opportunities to join:
August 21, 2025 - With Sam Hallburn & Karen Lum
12:00 – 2:00pm PST
Register Here
August 22, 2025 - With Sam Hallburn & Beth Jacobson
10:00am - 12:00pm PST
Register Here
Upcoming Speaking Engagements
Every year we travel the country speaking at various accounting and industry specific conferences and events. Interested in attending? See where I'll be speaking this year below and register today in a city near you!
Bridging the Gap - Denver, CO
July 22-24
The Business Case for Well-Being
with Sam Hallburn and Dr. Jackie Meyer
Small Firm Practitioners Conference - Gaylord, MI
August 12 - 14
8/13 Crafting the Client Journey:
Elevate, Engage, Excel
Los Angeles Build Expo
August 27 - 28
QuickBooks for Contractors -
Beginner & Advanced
Check back for more events being added soon!
Past Workshops Available for Purchase
This series has ended, but the recordings are still available for purchase!
Advanced QuickBooks Online Workshop Series
Refine Your QuickBooks Online Expertise.
Price Options: All 4 Sessions for $450 ($50 Savings!) OR Choose the Topics You Want for $125/Session.
These sessions are tailored for business owners and professionals who already have a foundational understanding of QuickBooks Online and are ready to develop more advanced skills for managing their business finances.
Topics include:
- Undeposited Funds & Reconciling Sales
- Payroll
- Reconciling Your Entire Balance Sheet
- Advanced Reporting & Customizing Reports
Book Us For Your Next Event
Looking for an engaging speaker for your next business event or workshop?
Book Sam, our QuickBooks expert and seasoned entrepreneur, to deliver insightful, actionable presentations tailored to your audience.
With years of experience in QuickBooks, business finance, and entrepreneurship, Sam breaks down complex financial topics into simple, practical strategies. Whether you're hosting a conference, business seminar, or a training session for your team, Sam’s expertise will equip attendees with the knowledge to streamline their financial processes and grow their businesses.
Request These Free Resources Today!
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