Business Finance Foundations: Understand, Report and Act with Confidence - Business Foundations 2025

Join CPA Jason Charette for an engaging and practical session designed for entrepreneurs and small business owners who want to build a solid financial foundation. With over 20 years of experience in corporate finance—Jason specializes in financial planning & analysis, business intelligence, and translating complex project needs into practical solutions. He brings real-world insights to help local business owners make informed, confident financial decisions.

In this session, you’ll understand the basics of financial statements, including: 

• Profit & Loss

• Balance Sheet

• Cash Flow

• Retained Earnings

• Apply key financial ratios to monitor business health

• Make tax-smart decisions, including HST strategies and business use of home & vehicle expenses

• Use spreadsheets or accounting software to streamline your finances

Bonus tips and tricks: Jason will also share time-saving ways to use AI—from automating routine tasks to organizing receipts and managing reports— so you can spend less time on admin and more time on high-value business decisions or simply enjoying a well-earned break.

Learn more and register today