Workshop Series

Our Virtual Workshops are based on various topics from business startup, taxes, finances as well as Question and Answer Sessions! Some Workshops are free for a specific number of people and once capacity is reached, there is a small investment to attend. Replays require an investment.

Workshops (Replays Available for Past Workshops)

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Webinars

  • Free

2026 End of Year Preparation: Tax Season Readiness

  • Webinar
  • Dec 18 at 12:30 AM UTC

Get ready to end 2026 off the right way in preparation for 2027 so that you are not surprised by the things you didn't know or overlooked. You will also be able to get your questions answered during the Q&A session. Please come with pen and paper and be ready to take good notes!

  • Free

90-Day Bookkeeping Bootcamp 2026 Interest Meeting

  • Webinar
  • Jun 10 at 11:00 PM UTC

If you’ve ever wanted to Learn how to Master Managing your business money for once and for all so that you can Live your best life without the struggle, then get on our join our interest meeting on June 10th at 6pm CST. You don't want to miss how to finally pay yourself the right way, stay ahead on your taxes, and master managing your business money.

  • Free

Business of Money Intensive Interest Meeting

  • Webinar
  • May 19 at 11:30 PM UTC

This Interest Meeting is designed to help you make a decision about the In-Person Intensive which will help you: ✔ Understand how money actually flows ✔ Build a financial structure that supports growth ✔ Clean up bookkeeping confusion ✔ Pay yourself consistently ✔ Reduce tax stress ✔Plus More We will discuss the Event details including your investment to attend

  • Free

Can I Write That Off?🤔 Masterclass

  • Webinar
  • May 21 at 12:30 AM UTC

Learn How to Maximize Your Tax Deductions — LEGALLY! And It's Free! Strategic Tax-Saving Tips Understand S-Corp as a Tax Strategy Real-Life Examples Q&A Session Who Should Attend: Social Workers and Therapists in Business Service-Based Business Owners (Coaches and Consultants) Business owners who sell services

  • Free

Information Session for 2026 or 2027 Tax Services (August 19th)

  • Webinar
  • Aug 19 at 11:30 PM UTC
  • Includes 1 additional item

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional item

  • Free

Information Session for 2026 or 2027 Tax Services (December 16th)

  • Webinar
  • Dec 17 at 12:30 AM UTC
  • Includes 1 additional item

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional item

  • Free

Information Session for 2026 or 2027 Tax Services (June 24th)

  • Webinar
  • Jun 24 at 11:30 PM UTC
  • Includes 1 additional item

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional item

  • Free

Information Session for 2026 or 2027 Tax Services (May 20th)

  • Webinar
  • May 20 at 11:30 PM UTC
  • Includes 1 additional item

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional item

  • Free

Information Session for 2026 or 2027 Tax Services (November 18th)

  • Webinar
  • Nov 19 at 12:30 AM UTC
  • Includes 1 additional item

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional item

  • Free

Information Session for 2026 or 2027 Tax Services (October 21st)

  • Webinar
  • Oct 21 at 11:30 PM UTC
  • Includes 1 additional item

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional item

  • Free

Information Session for 2026 or 2027 Tax Services (September 23rd)

  • Webinar
  • Sep 23 at 11:30 PM UTC
  • Includes 1 additional item

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional item

  • $25

2025 End of Year Planning Zoom Recording!

  • Webinar
  • Dec 19, 2025 at 1:00 AM UTC

This is to gain 30-day access to the Zoom Recording!

  • $25

2026 End of Year Planning Zoom! Recording

  • Webinar
  • Dec 18 at 12:30 AM UTC

This is to gain 30-day access to the Zoom Recording!

  • $25

Replay: S-Corp Masterclass!

  • Webinar
  • Nov 22, 2024 at 1:00 AM UTC

In this S-Corp Masterclass, you will learn what a S-Corp is, should you become a S-Corp in 2025, and steps to take to become a S-Corp in 2025! 30 Day Access!

Lunch and Learn: Managing Business Finances!

Learn how to properly manage your business finances so that you know what to pay in taxes, make important business decisions and how to have an accurately filed tax return. You will be able to ask your questions during the Q&A sessions (Live Session Only).

Private Practice Workshops

  • 2/12: Learn the difference between a DBA, LLC, PLLC, and S-Corp
  • 2/15: Learn about quarterly tax payments, when to pay taxes, and Business tax filings
  • 2/18: Learn the best ways to manage your business finances and why you should begin managing your business finances now!