Lunch-Learn-Series

WELCOME TO OUR ENTREPRENEURIAL COMMUNITY Monthly Sessions IN 2025 on Tax and Finance

Transform your business's financial future during your lunch break! Our monthly virtual training sessions are designed specifically for entrepreneurs who want to master their business finances and tax strategies. Each power-packed 60-minute session combines expert guidance with actionable steps you can implement immediately.

Led by Licensed Tax Practitioner and QuickBooks Pro Advisor Hope Brown and other experts in our community, these sessions give you the tools and knowledge to make confident financial decisions for your business.

Each session is independently valuable, allowing you to register for topics most relevant to your business needs. Space is limited to ensure quality interaction, so secure your spot today!

Select the "REGISTER" link under each course to register for an individual session.

Upcoming Q2 - Q3 Trainings

May 27 | Federal Tax Basics for Small Business Owners

SUMMER, 2025 | QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions

June 11 | Track It Like a Boss: How to Keep Your Business Tax-Ready All Year

Virtual Session: May 27, 2025 6:00 PM

Feeling confused about small business taxes? You're not alone — and you're in the right place.

This session is for entrepreneurs who are actively running a business but unsure about how taxes work, what you owe, or how to stay compliant throughout the year.

It’s time to get clear about tax planning — and this beginner-friendly session will help you do just that!

Join The Tax Minded Bookkeeper® for a practical, non-intimidating workshop that breaks down what small business owners need to know about federal taxes.

No accounting background required!

What You’ll Learn:

How different business types are taxed (LLC, sole prop, etc.)
What federal taxes you’re responsible for
Understanding self-employment tax
Key IRS forms and deadlines
What qualifies as a deduction
When and how to make estimated payments
Avoiding common tax mistakes
What the IRS looks for (red flags)

To Register For This Session: Send an email to us at connect@bbizsolution.com to receive registration for this Partner session.

June 11 | Track It Like a Boss: How to Keep Your Business Tax-Ready All Year

SUMMER, 2025 | QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions

June 11 | Track It Like a Boss: How to Keep Your Business Tax-Ready All Year

Virtual Session: Jun 11, 2025 1:00 PM

Still unsure what to track, keep, or organize for tax season?

You’re not alone — and this session will show you how to take control without the overwhelm.

Join The Tax Minded Bookkeeper® for a beginner-friendly workshop designed to help business owners stay organized, audit-ready, and confident all year long — whether you're using accounting software or not.

No accounting background required!

What You’ll Learn:

What records you actually need to keep (and for how long)
Easy ways to track income and expenses (with or without software)
How to organize documents for tax season or an audit
Monthly and quarterly checklists to stay on track
Tools for mileage, receipts, and payments
How to know when it’s time to hire a pro
Habits of financially healthy business owners

SUMMER, 2025 | QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions

Virtual Session: Various Dates TBA

Join our QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions, launching Summer 2025.

This course will be taught in multiple sessions.

What You’ll Learn:

Build your chart of accounts around your goals
Set up automation for expense tracking and goal monitoring
Learn how to create and adjust your P&L, budget, and cash flow reports
Ideal for business owners who want their books to work for them

JOIN WAIT LIST

Training Series Benefits

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

JOIN OUR MONTHLY VIRTUAL LUNCH & LEARN SESSIONS

WELCOME TO OUR ENTREPRENEURIAL COMMUNITY Monthly Sessions IN 2025 on Tax and Finance

Upcoming Q2 - Q3 Trainings

May 27 | Federal Tax Basics for Small Business Owners

SUMMER, 2025 | QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions

June 11 | Track It Like a Boss: How to Keep Your Business Tax-Ready All Year

June 11 | Track It Like a Boss: How to Keep Your Business Tax-Ready All Year

SUMMER, 2025 | QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions

June 11 | Track It Like a Boss: How to Keep Your Business Tax-Ready All Year

SUMMER, 2025 | QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions

SUMMER, 2025 | QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions

SUMMER, 2025 | QuickBooks Made Simple: Setup Class for Small Business Owners Training Sessions

Training Series Benefits

Training Series Benefits

BRING THESE TRAININGS TO YOUR ORGANIZATION