What You'll Learn

This session is perfect for anyone looking to set their business up for success by maintaining proper bookkeeping and learning a basic knowledge of business finances. After completing this course, you will leave with:

  • A better understanding of necessary financial documents and reports

  • Knowledge on how to create an operating budget

  • Confidence to start managing cash flow efficiently

Meet Your Instructors

Sam Yeager-Allen & Claire Duren

Sam Yeager-Allen joined Warren Averett in 2021 and is a Supervisor in the firm’s Tax Division. She has more than 14 years of public accounting experience. Sam’s primary responsibilities include tax compliance for individuals, C-corporations, S-corporations and partnerships. She assists clients with tax planning, tax research and communication with governmental agencies to resolve tax-related matters. Sam also works with Warren Averett’s Learning Department to assist with employee training. She lives in Spanish Fort with her husband and son.

Claire Duren joined Warren Averett in 2015 and is a Manager in the firm’s Tax Division. She has more than 10 years of public accounting experience and worked at Dixon Hughes prior to joining Warren Averett. Claire’s primary responsibilities include assisting small businesses and nonprofit organizations with tax advisory and compliance needs. She resides in Pensacola with her husband and two boys.

Course curriculum

    1. What's Included

    1. Download Materials

    1. How to Manage Small Business Finances

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About this course

  • $30.00
  • 4 lessons
  • 1.5 hours of video content