Croyle Financial Academy Workshops (Saturday Sessions)


Program runs January 12, January 26 and February 9, 2019.



The Croyle Financial Academy is hosting a series of financial workshops which will run from 8:30am to 3:30pm on the following Saturdays:  January 12, January 26 and February 9, 2019.  Breakfast will be served at 8am and lunch is also included at each session.  The sessions will be held at the Clubhouse located within the Lynnfield Woods Office Park, at 220 Broadway, Lynnfield, MA.

“Drive Profitability by Mastering Your Financials” is a program for CEOs and business owners who want to better understand how to use their financial reporting to run a more profitable business.  Each session focuses on particular aspects of financial reporting.

The workshops will be led by CPA, Marty Croyle, who will explain all concepts in plain English by using easy-to-understand case studies and examples.  During each session, there will be roundtable discussions to provide the participants with a safe and informative setting to discuss that day’s topics.

Between sessions, participants can schedule eight hours one-on-one consulting with Marty to master how to utilize these financial strategies in their businesses.

The three sessions, plus eight hours of one-on-one consulting, a course handbook, food and beverages are all included in the $4,800 investment.  One-on-one consulting must be used on or before June 30, 2018.

Owners who wish to bring along one colleague from their company, can do so for an additional $500.  No additional consulting hours are included.

Croyle & Associates, PC has been approved as a qualified training provider with the Massachusetts Workforce Training Fund.  If you are a Massachusetts company with at least one employee, your company should qualify for a 50% reimbursement of your total cost.  We will assist you with all paperwork to apply for reimbursement.  If you qualify for reimbursement, your net cost will only be $2,400, or $2,650 if you bring a colleague.

Please make checks payable for $4,800 (or $5,300 if you are bringing a colleague) to Croyle & Associates, PC and mail to 220 Broadway, Suite 204, Lynnfield, MA  01940.