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BOSS: Business Owner Success Series

Provide Fredericksburg area small business owners with practicable, actionable advice.

Small Business Owner Success Series in Fredericksburg Virginia

The Business Owner Success Series (BOSS) is designed specifically to provide Fredericksburg area small business owners with practical, actionable advice. We bring in experts to share guidelines, tips, and answer specific questions to help us improve our businesses. Meetings are held on the 1st and 3rd Tuesday at noon at our office.

  • Small Business – Each topic will be designed specifically for micro businesses and the unique challenges we face.
  • Practical – Each presentation will be clearly “real world” and not magical fantasy land.
  • Actionable – Each presentation will include or guide you to develop your own “to do” action items before you leave.
  • Expert – Each speaker will be an expert in their field with real-world experience to back it up.
  • Applicable – Each presentation will include 10+ minutes for Q&A so you can get clarification or ask the expert for insight directly into your personal business challenges.

Meeting Details

  • Day: On the 1st and 3rd Tuesday of each month.
  • Location: Held at Websites For Anything. 10822 Courthouse Road Fredericksburg, VA 22408
  • Time: Lunch is served at 11:45. Presentation begins at 12 noon and ends at 1pm.
  • Cost: FREE! Lunch is included also.

No Selling

  • No Selling – Speakers are not pitching, they are here to educate.
  • Please Network – We encourage you to meet one another and share what you do!




If you’re planning to attend an upcoming seminar please let us know here. While you’re welcome to join us unannounced, having a head count helps us be better prepared (and make sure everyone gets fed!)



Get alerts about upcoming BOSS presentations delivered right into your inbox. Click here.

Upcoming Topics

Build Financial Resilience

Build Financial Resilience

June 16th, 2020
11:45am – 1pm
(Facebook Live Event)

  • Analyzing your business money habits
  • How to budget TACTICALLY
  • Thermostat versus thermometer budgeting

Do you feel stressed about the ever-changing list of internal and societal demands on your time and money? We will focus on some savvy steps to help increase your resourcefulness and option consciousness revealing practical actionable steps that will impact your financial readiness for your next level success. This session is not for the faint of heart – this is only for those who are ready to build financial resilience. Now is your time to build shrewdness and ignite your power on purpose. Join us as we stand toe to toe with reality knowing we are not alone.

Speaker: Johnnie Lloyd

Johnnie Lloyd is the Chief Visionary Officer for Johnnie Lloyd and Associates, a financial guru and business-to-business consultant and coach.

Johnnie makes hard things fun, understandable, and relatable. As a virtual speaker and facilitator, she provides inspirational keynotes and breakout sessions, empowering audience development, growth, and transformational opportunities. Delivering strategic tricks and tips for profitable growth of people, leadership, resources (money), and communication. Her mantra is “You are Fire When You are Focused” ®.

Got a topic on which you’d love to hear from an expert? Call 540-376-7008 or email [email protected]

EIDL and PPP Loans

EIDL and PPP Loans

July 21st, 2020
11:45am – 1pm
(Facebook Live Event)

  • The EIDL versus the PPP
  • What counts towards loan forgiveness
  • Tax implications of forgiveness & “the grant”

PPP vs EIDL – How do the Loans Compare? These are two separate programs and the benefits of each depend on your business and situation. We will discuss the specific options available to small businesses, how to deal with the latest changes in loan forgiveness rules, tax and accounting implications, and help you determine what to do in case you have received both PPP and EIDL.

Speaker: Shelley Kasten

Shelley Kasten, Owner & CEO of Not Just Numbers, is a Full-Charge Bookkeeper and has been in the accounting industry since 2005. She has been an Enrolled Agent with the IRS since 2016. A QuickBooks™ ProAdvisor since 2009, she loves it when her customers are able to take back to their own businesses everything they learned and incorporate the info effectively.

Her greatest joy, however, is her family and leaving them with a heritage they can be proud of. Her hobbies include what her family has coined “Epic Kasten Adventures” and reading fiction books.

Got a topic on which you’d love to hear from an expert? Call 540-376-7008 or email [email protected]

Get alerts about upcoming BOSS presentations delivered right into your inbox. Click here.

Previous BOSS Topics

Due to COVID-19 precautions please call 540-376-7008 or email [email protected].