Say GOODBYE to stressful tax seasons… for good.
If you’re a small business owner doing your own bookkeeping but relying on a tax preparer (or filing your own return), this workshop is for you.
You’ll walk away with a simple, clear plan to make this upcoming tax season your smoothest one yet.
You Don’t Have to Dread Tax Season Anymore.
Many business owners don’t love doing their accounting, but they also don’t have the budget to hand it all off. And because you’re focused on running your business, bookkeeping often becomes something you avoid until it becomes urgent. Or messy. Or downright stressful.
Maybe you’ve found yourself:
Putting off your bookkeeping for months because you want to “do it right,” but feel intimidated by the process
Guessing at your profit because you don’t totally trust your reports
Updating everything in a frantic rush right before sending documents to your tax preparer
Here’s the truth:
It doesn’t have to be this way.
This workshop will help you confidently understand the essentials of your business taxes and give you the bookkeeping plan you need to stay on track without spending hours Googling or deciphering complicated tax rules.
Get Ready to Set Yourself Up for a Successful Tax Season
The question I get asked most often is: “How do I save on taxes?”
And the real answer is simple: You can’t take advantage of tax-saving strategies until your accounting is accurate and complete.
This workshop gives you the foundational knowledge most small business owners are missing, plus clear, practical guidance you can actually use. No jargon. No gatekeeping. No TikTok myths.
WHAT’S COVERED…
You’ll learn the essential accounting and tax concepts every small business owner must understand, including:
Form 1099s: Who needs one and what to do with the ones you receive
Tax Deductions: What the IRS says you can and cannot write off
Common Tax Savings: Home office, vehicle expenses, retirement contributions, and more
Estimated Taxes: What’s required, how to calculate them, and how to pay
Bookkeeping Best Practices: What “accurate records” really look like
S-Corps: When to elect, how reasonable compensation works, and what to prepare
By the end, you’ll feel more confident, more organized, and more in control of your business finances so you can finally spend your time on the things that matter most to you.
Why learn from me?
I’ve spent 15+ years helping hundreds of small business owners understand their numbers, get their accounting under control, and feel confident during tax season.
I’ve worked at regional accounting firms, in private companies, and now in my own practice, so I understand the realities and pressures you’re facing, because I’ve been there too.
With a background in marketing and PR, I’m committed to explaining taxes and accounting in a clear, approachable, non-accountanty way.
If you’re ready to uplevel your accounting knowledge and make this your easiest tax season yet, you’re in the right place.
Frequently Asked Questions
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Absolutely! This workshop is open to anyone.
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Yes! You can send your questions in advance, especially if you won’t be able to make it to the live event. A link will be shared with registered attendees to submit questions before the event.
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Yes, you’ll receive a replay link after the live session.
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You choose the amount - $1, $10, $25, or more - based on what works for your budget. The minimum amount accepted is $1 based on my system settings. Most accounting pros charge significantly more for this type of training, but accessibility matters.
No stress. No overwhelm. No last-minute panic.
If you’re ready to finally take control of your business finances and make this the year tax season actually feels manageable, then this workshop is the perfect place to start.