Business Budgeting + Bookkeeping - As an entrepreneur, you need to be able to understand the basic financials of your business and how to successfully plan for the future. This will be a foundational conversation about business finances and a time for you to ask questions to an expert in the field.

About Coffee + Convo

Stoke has hosted Coffee + Convo in various formats over the years. During 2024's iteration, we'll start with a quick intro., describe the topic or guiding question of the day, and dive into how the session so the mentor and peers can best help you with what you're working on. Each mentor has varying expertise in different fields, so every session will be a little different! This is a low-key morning meetup with high impact on your toolkit!

About Anita O'Neal

Coach Anita O'Neal, CPA, CFP® is a highly accomplished financial coach who earned her Bachelor of Business Administration in Accounting from the University of Michigan, followed by an M.B.A from Cornell University. For over a decade, Coach Anita has been supporting clients through Powerful People Plan. In the last three years alone, she has helped over 60 clients through more than 500 coaching sessions. Her CPA and CFP® certifications ensures she is well equipped to guide clients through their financial journeys.