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Track your finances: Strategies to strengthen and streamline your financial foundation

This event will equip small business owners with strategies to streamline financial management and build financial resilience. Join to gain practical techniques to manage expenses, leverage your P&L Statement, and establish business credit. Additionally, understand the impact of taxes on your business success and discover best practices to minimize risk and enhance profitability. With a strong financial foundation, you will feel empowered to make data-driven decisions, identify growth opportunities, and optimize your business performance.

This event is part of a 6 session live event series coordinated by Digital Ready partner National ACE, and featuring AAPI subject matter experts. Each event aligns with a course that has been updated with captions and a worksheet translated into Simplified Chinese. This event’s corresponding course is: Strategic Networking to Unlock New Opportunities


Latasha Randle, Strategy and Small Business Manager

Latasha Randle is a dynamic and experienced leader with over 20 years of experience in the tax industry working for Block Advisors & H&R Block. She has earned the designation of Sr Tax Analyst along with a certification in Small Business Taxes. She is also a Certified Master Instructor and a Master Life Coach with a focus on professional coaching and goal success. Latasha holds a BS in Business Management and an MBA with a focus on HR Management. To round out her experience, she is also an experienced entrepreneur. She ran a successful event planning company for more than 12 years and currently runs an eCommerce store.  In Latasha’s current role, Strategy & Small Business Manager, she is responsible for developing and implementing programs to help small businesses grow and succeed through tax and financial products. In this role, Latasha has also developed training that ensures more than 20k tax Professionals & Advisors are equipped to meet the needs of businesses of any size. 

DJ Huston, Senior Tax Advisor, Block Advisors

With 11 years of experience as a Senior Tax Advisor with Block Advisors, Dj enjoys working closely with clients to maximize their tax outcomes and achieve their financial goals. She provides small business clients with personalized solutions tailored to their unique financial situations. Whether you’re an individual or a small business owner, you can trust that she has the expertise to navigate the complexities of the tax landscape.

Dj holds multiple certifications, including Advanced Small Business Certification, Tax Bundle Advisor for Small Business clients, Annual Filing Season Tax Advisor, Certified Acceptance Agent, and serves as a Tax Advisor Mentor for newly hired Block Advisors. Her exceptional analytical skills, attention to detail, and commitment to continuous professional development make her an invaluable asset to the organization, individual tax clients, and small business clients alike. Dj holds a Bachelor of Science in Accounting.

Note: Log in 15 minutes before the webinar time to be ready for an on-time start. Presentation recordings will not be shared so be prepared to take notes. 

*If you are unable to attend, you must unenroll at least 48 hours before the event date. If you no-show, the system will not allow you to sign up again.

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November 26

Finding Profitable Customers