Do you need guidance on cash flow management? Do you feel like you're juggling money to survive? Would you like to learn to make easy cash projections to know what your cash flow will look like in the future? Do you feel like not managing your cash flow is preventing you from growing your business?
Help is on the way.
Robert and Brandy Ortiz bring more than 50 years of combined experience in small business ownership, senior management, and “Corporate America” in accounting, finance and management roles. Brandy has owned, managed and been responsible for financial reporting of 6 businesses the past 25 years. She is an advanced user in QuickBooks proficiency and has a Financial Operations Specialist Certification (Summa Cum Laude), Financial Operations Certification (Summa Cum Laude), A.A. Degree (Summa Cum Laude) and is finalizing her B.A. in Accounting Degree at the University of Central Florida. Robert received his BBA from the University of Texas at Arlington and has a CPA license in both Texas and Florida with 25 years of experience managing teams of up to 27 accountants as a Financial Controller. He proudly learned his work ethic during his tenure in the U.S. Air Force. Our affiliations: AICPA, FICPA, TSCPA, Seminole Chamber of Commerce Members, Seminole Chamber of Commerce Ambassadors, Altamonte Springs Council Committee Members, Volusia Hispanic Chamber of Commerce Members/Board Member, Notary Public of Florida.
When: August 23rd from 5-7:30 PM
Presented By: Robert and Brandy Ortiz, Partners Ortiz CPA & Company Complete Business Solutions
Location: UCF Business Incubator 325 S. McGee Avenue Apopka, FL 32703 407-814-1727
Limited Seating Available
Email RSVP to Leanne.Fleischer@ucf.edu
Cost: Free
And on Wednesday, August 23rd; they will bring their expertise to the UCF Business Incubator in Apopka.
"Many business owners use the bank statement to manage their cash flow, which is a huge mistake," says Robert. "Many owners do not grasp the concept of the accrual basis method, many are more familiar with cash method, thus not truly managing cash flow properly. With the proper tools and strategies, cash flow can be properly and efficiently managed to meet all business needs and to avoid cash shortage. We offer these tools and can work with the business owners to build such strategies."
The Ortiz team are no strangers to the UCF Business Incubator program, but this will be their first presentation at the Apopka site, and they look forward to helping the local business owners here.
"We have great contacts at UCF as we are heavily involved with UCF (i.e., panelist and exchange speakers, internship, mentoring students)," said Robert. "Dr. Cameron Ford introduced us to the UCF Incubator program. The more we learned what a great program the UCF Business Incubator is and what it has to offer to business owners, the more we knew we needed to get involved, more towards being a business consultant/advisor to the business owners within the incubator program. Jim Bowie, the site manager for the Kissimmee Incubator location, reached out to us in perhaps presenting a workshop at his location. Since we have made a presentation at his site, we have had the opportunity to help several business owners in a consulting capacity. Jim referred us to the Apopka Incubator site, which is how we got involved with that location. So in summary, we have chosen to work with the incubator as many of the business owners in the program could benefit from the financial and business consulting services we offer. This results in a win-win, where we all win. There's nothing more satisfying than having the opportunity to pay it forward."
What you will learn in this seminar:
Manage & Improve Cash Flow
Prepare & Understand Cash Flow Projections
Identify Flags of Cash Flow Problems
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