Had a great time at the inaugural Jacksonville Waves game! So much energy, great crowd, and an exciting start to the season. Can’t wait to cheer them on again!
Your profit and loss statement isn't the first thing a lender looks at.
→ Your balance sheet is.
In this week's Bank Smarter session with Block Advisors, our panel — Charese Chambers (Financial Fancy), Leslie Welsh, CPA, and Latasha Randle (Block Advisors) — broke down what separates funding-ready businesses from the ones scrambling at tax time.
A few takeaways worth saving:
• Start with three accounts: operating, profit/savings, and tax (at least 20% set aside)
• Clean up the balance sheet before you need funding — lenders want to know what your business is worth, not just what it earned
• Look at your business account every day. It catches zombie subscriptions, duplicate charges, and takes the fear out of your numbers
• Build credit under the business's name from day one — a DUNS number is a good first move
Banking isn't a back-office task. It's the infrastructure that decides whether you can say yes when an opportunity shows up.
What's one banking habit you wish you'd started sooner?
#HelloAlice #businessfinance #smallbusiness
Two days away — meet your panelists! 👋
🎙️ Latasha Randle — Strategy & Small Business Program Manager at Block Advisors by H&R Block with 23 years of experience helping entrepreneurs build strong financial foundations.
🎙️ Charese Chambers — Small Business CFO Strategist and founder of Financial Fancy LLC, who has helped 10,000+ entrepreneurs secure over $8.2 million in funding.
🎙️ Leslie Welsh — Certified Public Accountant and founder of Leslie Welsh CPA, Inc., with 25+ years of experience in tax planning and small business advisory.
Join us April 22 at 2 PM ET. Free to attend — this is your last chance to register!
Register through the link in our bio.
#HelloAlice #SmallBusiness #BankSmarter #businessfinance
Survived another tax season 🙌
April 15 is officially behind us, and I couldn’t be more proud of this crew. Long hours, lots of coffee, and a whole lot of teamwork — and we made it through together.
Grateful for a team that shows up, pushes through, and still manages to laugh along the way ❤️
Now… time to breathe (and maybe sleep 😅)
If your banking setup hasn’t been reviewed in a while, it might be costing you more than you think 💸
Hidden fees.
Cash flow confusion.
Accounts that don’t match where your business is headed.
On April 22 at 2 PM ET, we’re hosting a live panel to fix that.
You'll hear from Latasha Randle from Block Advisors by H&R Block, Leslie Welsh (@lesliewelsh ), a Certified Public Accountant, and Charese Chambers (@financialfancycfo ), a Small Business CFO Strategist, who will walk through:
• how to choose the right business account mix
• how to identify and reduce unnecessary fees
• how your banking habits impact future funding
• when to upgrade your setup as you grow
This is practical, strategic guidance you can apply immediately.
Free to join. Live Q&A included.
Register through the link in our b!o.
#HelloAlice #businessfinance #smallbusiness
Tried the new Bold Birds Hot Chicken. Corner of San Jose and University. It was so delicious, I don’t think I have tried Nashville Chicken before, it was spicy and amazing! @boldbirdshotchicken@welsh8990
Proud to be a board member of @concert_on_the_green where we bring music and art to Clay County. Today we awarded another grant! This time to the art department at Oakland High School. Thankful to @commfirstcu for their support!!
