Description:

Strong businesses are built on strong financial decisions.

This webinar is designed to help small business owners better understand, manage, and strengthen their financial foundation. Whether you’re just getting started or looking to fine-tune your current approach, you’ll walk away with useful insights and actionable guidance to help your business finances work harder for you.

About Our Speakers

Joselyn Martinez is a trusted accounting professional and Fractional CFO with 25+ years of experience helping small businesses gain clarity, strengthen cash flow, and build profitable, sustainable growth. She blends high-level strategy with simple, actionable guidance so business owners—especially women-led and service-based companies—can make confident financial decisions. Whether you’re cleaning up your books or planning for your next level, Joselyn gives you the structure, support, and clarity you need to run your business with confidence.

Beckie Nelson is the Founder of Balanced Office Solutions (BOS), a Boston-based virtual financial advisory and bookkeeping firm supporting service-based businesses across the U.S. With over 25 years of experience working with small to mid-size companies, ranging from law firms to tree removal services and everything in between. Beckie brings a rare combination of bookkeeping expertise, business operations knowledge, and CFO-level strategic thinking to every client she works with.

Meri Anderson is the Founder of Anderson CPAs. After years spent working at larger firms in Boston, Meri began working with Robert L. Coval, CPA in 2016 before venturing out to start her own firm in 2025. Meri loves the strategic aspect of taxes and digging deep into the details while planning. She enjoys the relationships she forms with business owners and accounting professionals, whether it involves preparing a financial statement or providing in-depth tax research and accounting strategy. Her goal is to help her clients succeed by offering her insight, multi-tasking skills and tax expertise.