Events
Looking to Learn, Align, and Level Up? You’re in the right place.
Whether you’re navigating growth, leading a team, or just craving more clarity in your role, these events are designed to meet you where you are and take you further. From interactive workshops to strategic trainings, each session offers practical insight, real-world tools, and a chance to step out of the weeds and into your next level of leadership.


Budgeting: A Key Component to Growing Your Business
Date & Time: October 9, 2025 | 5 – 6:30 pm
Location: Boston area venue (details coming soon)
Price: $495/person
The Business Budgeting Workshop, hosted by Outsourced Financial Strategies, is a 90-minute, hands on session designed to help small business owners understand, build, and manage their own budgets with confidence.
Led by Tonya Kent, the workshop blends live instruction with interactive elements, take-home tools, and opportunities for meaningful connection with peers. Attendees will walk away with a clearer understanding of their business finances and practical next steps, whether they choose to implement on their own or engage Outsourced Financial Strategies for deeper support.
This event is intentionally designed to be approachable, high-impact, and strategic. It is part learning, part networking, and fully focused on creating real value for small business owners.
** NOTE: After registering, you will receive an email message from our team with the full workshop details.
Streamlining QBO and Building a Smarter Budget
August 1, 2025 – We hosted a private workshop for Friends of Belle Isle Marsh (FBIM) at our Needham office. The session focused on helping FBIM’s new accounting team get up to speed with QuickBooks Online functionality, including the Projects feature for budgeting. We covered best practices, monthly reporting, and practical workflows tailored to their needs.
One participant shared:
“The workshop was perfectly tailored to our needs. Tonya and Melonie were very helpful in demystifying QuickBooks and answering our questions.”