JOIN OUR MONTHLY VIRTUAL LUNCH & LEARN SESSIONS

New to QuickBooks Online? Start 2025 with confidence! Join this session for a beginner-friendly introduction to QuickBooks Online. Perfect for business owners who've been tracking expenses in spreadsheets (or not at all) and want a better way. 

You'll discover: 

• Which QuickBooks Online version is right for your business 
• How bank feeds make bookkeeping almost automatic 
• Easy ways to track expenses and income
• Simple steps to get started right away 
• Tools that save you hours every month  

No technical experience needed! This session is specifically designed for business owners who want to start 2025 with proper bookkeeping but aren't sure where to begin.

Get ahead of tax season stress! Join Tax Expert Hope Brown to learn the insider strategies that make tax preparation painless and profitable. Perfect timing to get organized before meeting with your preparer.  

You'll learn: 

• How to properly prepare for your tax appointment.
• Essential deadlines and planning calendars for 2025 
• Must-have documentation and digital organization systems 
• Commonly overlooked deductions that save you money 
• Smart strategies to maximize your tax savings  

This session is excellent for business owners who want to approach tax season and meeting their preparer with confidence instead of dread.

Stop leaving money on the table! Join us to uncover overlooked tax deductions and strategies that can save your business thousands. Learn how to spot deductions you didn’t know existed and take full advantage of opportunities to lower your tax bill legally and effectively.

The goal is to empower you with actionable insights that will reduce your tax liability this season!

You'll learn:

• Commonly overlooked tax deductions and how to claim them
• Key records to keep for deduction-proof documentation
• How to align your expenses with smart tax strategies
• Techniques to maximize your business's profitability through tax planning

Ideal for business owners who want to use their financials to make better business decisions.

Master the smart ways to compensate yourself as a business owner. Learn strategies for owner's compensation that maximize tax benefits and minimize IRS scrutiny, plus the dos and don'ts of taking money out of your business properly.

You'll discover:

• Different methods for owner compensation
• Tax implications of various payment strategies
• Common pitfalls to avoid
• Benefits and perks you might be missing
• Planning strategies for business growth

Essential knowledge for any business owner who wants to optimize their compensation structure.

No more last-minute stress! Finalize your books and ensure everything is audit-ready for tax season. Learn how to identify and fix common issues in your financials before filing, so you can submit your taxes with confidence.

You'll learn:

• The key items to review in your financials before filing
• How to spot and correct red flags that could trigger an audit
• Best practices for reconciling accounts and finalizing your reports
• How to work with your tax preparer for a smooth filing experience

Perfect timing for business owners who want to maximize their tax savings before the deadline.

Get clear guidance on the employee vs. contractor debate.  Join us to learn more on clear guidance on employee vs. contractor decisions and documentation.

You'll learn:

• Clear guidelines for proper classification
• Required documentation for each type
• Financial impact of different choices
• Protection strategies for your business
• Compliance requirements and best practices

Essential for growing businesses that work with both employees and contractors.