Lunch-Learn-Series

Bookkeeping, tax readiness, and capital-focused training — built for real businesses

The Tax-Minded Bookkeeper® provides community-based financial education designed to help small business owners understand their numbers, prepare for tax season, and position themselves confidently for funding opportunities.

Our virtual and in-person Lunch & Learn sessions focus on bookkeeping best practices, tax readiness, and lender-ready financial systems, and are delivered in collaboration with nonprofit organizations, community lenders, and government agencies that support small business growth.

Trusted Community & Capital Partners

We are proud to collaborate with organizations committed to small business education, access to capital, and financial empowerment, including:

Washington Area Community Investment Fund (WACIF)
FSC First
District of Columbia Department of Insurance, Securities and Banking (DISB)
Financially Fit DC
Additional nonprofit and community-based business support organizations

What Participants Can Expect

Clear, non-intimidating financial education
Real-world bookkeeping and tax examples
Guidance aligned with lender expectations
Tools business owners can actually use
Sessions led by Hope Brown, MSA, AFSP, Founder of The Tax-Minded Bookkeeper®

Who These Sessions Are For

Designed For:

Small business owners and entrepreneurs
Business owners preparing for tax season
Entrepreneurs seeking loans or access to capital
Organizations supporting small business education and financial education

Upcoming Community Training Sessions

JANUARY 22, 2026 | Financially FIt DC: Maximizing the EITC Credit for dc residents

Virtual Session | January 22 | 12–1 PM

In partnership with the District of Columbia Department of Insurance, Securities and Banking (DISB) and the Financially Fit DC initiative, The Tax-Minded Bookkeeper® leads a practical, confdence-building session to help individuals and small business owners prepare for tax season.

Learn smart strategies to maximize credits like the Earned Income Tax Credit (EITC), understand common tax considerations, and approach tax filing with greater clarity and preparedness.

Feb 04, 2026 | Bookkeeping Best Practices That Make Lenders Say Yes!

JANUARY 22, 2026 | Financially FIt DC: Maximizing the EITC Credit for dc residents

Virtual Session | February 4 | 12–1 PM

In partnership with FSC First, The Tax-Minded Bookkeeper® leads a practical, non-intimidating workshop designed to help small business owners understand what lenders look for when reviewing financials.

Learn how to keep your books organized, loan-ready, and easier to use in funding conversations.

Need Organizational Training

BRING THESE TRAININGS TO YOUR ORGANIZATION

Does your team or organization need specialized financial training?

The Tax Minded Bookkeeper offers customized workshops and training sessions tailored to your specific industry and challenges.

Our expert-led sessions can be delivered virtually or in-person and are designed to equip your team or target business community with practical financial knowledge they can implement immediately. From industry-specific tax strategies to QuickBooks mastery, we'll create a program that addresses your unique needs.

Organizations that have partnered with us report improved financial decision-making, reduced tax liabilities, and more confident financial management across their teams and client base.

To discuss bringing these valuable trainings to your business, association, or networking group, contact us using our Speaker/Training Engagement Inquiry form today. Limited 2025 training slots are available, so reach out today to secure your preferred dates.

Welcome To The Tax Minded Bookkeeper

Community Financial Education for Business Owners

Bookkeeping, tax readiness, and capital-focused training — built for real businesses

What Participants Can Expect

Who These Sessions Are For

Designed For:

Upcoming Community Training Sessions

JANUARY 22, 2026 | Financially FIt DC: Maximizing the EITC Credit for dc residents

JANUARY 22, 2026 | Financially FIt DC: Maximizing the EITC Credit for dc residents

JANUARY 22, 2026 | Financially FIt DC: Maximizing the EITC Credit for dc residents

Feb 04, 2026 | Bookkeeping Best Practices That Make Lenders Say Yes!

JANUARY 22, 2026 | Financially FIt DC: Maximizing the EITC Credit for dc residents

JANUARY 22, 2026 | Financially FIt DC: Maximizing the EITC Credit for dc residents

Training Series Benefits

Why Organizations & Business Owners Choose Our Training Series

Need Organizational Training

BRING THESE TRAININGS TO YOUR ORGANIZATION