What's Your Business's
Financial Health Score?
Most owners can't say, in a single number, how healthy their finances really are. On June 24, Shannon Sheridan, EA, walks you through the same Accounting Health Checkup her students use: a quick read across six areas of your business, so you leave knowing where your books are strong and where they're quietly costing you.
Save My SeatFree to attend. Live seats are limited to keep the Q&A interactive.
It's Easy to Look Busy.
It's Harder to Know If You're Profitable.
Most owners glance at the bank balance and assume things are fine. But a bank balance only tells you what's sitting there today, not whether the business is actually making money. Your real profitability lives inside your financial statements, and if your books aren't clean, every decision you make is partly a guess.
With half the year already gone, this is a good moment to check your trajectory instead of waiting for tax season. Catching messy books or misclassified expenses now is the difference between fixing them and paying for them later.
My bank account looks okay, so I assume we're fine. I couldn't actually tell you if we're profitable.
My books are "done" every month. I still don't know where the business is really making or losing money.
I find out how the year really went when my accountant tells me next spring, and by then it's too late to fix it.
"Your books aren't paperwork for the IRS. They're the truth-tellers that show you exactly where your cash is going. You can only fix what you can finally see."
Shannon Sheridan, EA · Tax Strategist & Fractional CFO
30 Minutes of Real Financial Clarity
No generic advice and no theory. This roundtable is built on the foundation of Shannon's program, Business Money Mastery, the same framework her students use to take control of their numbers.
Reading Your P&L Like a CFO
How to read your Profit & Loss the way a CFO does, and find the one figure that reveals your true profitability instead of what you think you made.
The Costly Errors Hiding in Your Books
Drawn from real client cases, including one where a single sync error between project software and the accounting books had an owner paying tax on revenue that never existed. You'll learn the red flags and where to look first.
The "Miscellaneous" Cash Drain
Why letting transactions get dumped into a catch-all "Miscellaneous" account quietly destroys your view of cash, and why the IRS won't accept it either.
How Your Statements Connect
How your P&L, balance sheet, and cash flow work together to tell the real story, and why your books can show a healthy profit while your bank account says otherwise.
You Won't Be the Only One
in the Room.
You'll be alongside active business owners and current students of Business Money Mastery: people who stopped guessing at their finances and built clean, simple systems they actually understand. The kind of room where the questions are real and so are the answers.
See Where Your Business Scores,
Live, Across 6 Pillars
We'll walk through the same Accounting Health Checkup that Shannon's students use to benchmark their businesses, a quick diagnostic that scores your financial foundation across six areas. You'll see how it works in real time and leave knowing where your own gaps likely are.
Built for Owners Who Want to Read Their Numbers,
Not Just Hope They're Right
Shannon Sheridan, EA
Tax Strategist & Fractional CFO
"The numbers were never the hard part. The hard part is that no one ever sat down and showed owners how to read them."
Shannon is a federally licensed Enrolled Agent, tax strategist, and Fractional CFO with over 25 years in practice and more than 10,000 tax returns filed across industries.
She built Business Money Mastery for owners who need more than a bookkeeper. They want to read their own financials, catch the errors before they get expensive, and make confident decisions about where the business is heading.
Don't Cross Your Fingers
on Your Financial Data.
Spend 30 minutes with Shannon on June 24 and leave knowing how to read your own books with confidence. Live seats are limited to keep the Q&A open and interactive.
Register for the June 24 Roundtable Free to attend · 30 min + live Q&A · Not publicly recordedSome owners already know
they need a direct look at their numbers.
The roundtable is free and built to give you clarity. But if you already know your books are a black box and you'd rather have a one-on-one look at your own situation, Shannon keeps a limited number of Fractional CFO consultation spots open each month.
Book a Conversation with Shannon → Limited availability · 30 minutes · No obligation