Session 1 – In Person  Topic: Why Tax Season Problems Are Almost Always Bookkeeping Problems  

Description: Most tax stress, surprise bills, and high CPA fees don’t come from the tax code—they come from messy, delayed, or incorrect bookkeeping. Clean, timely books turn tax season from damage control into confirmation.

Who Should Attend:

• Small business owners
• Entrepreneurs and startups
• Anyone preparing financial documents for a CPA

This program follows our Maximizing Your Membership Benefits session earlier that morning.