Tag: Finance

  • Tax Strategies Keep more Money

    Tax Strategies Keep more Money

    Join this in-person event to explore tax strategies that can help you keep more money and avoid costly IRS mistakes. Tax Strategies: Keep More Money & Avoid Costly IRS Mistakes is an in-person event for business owners. Explore tax strategies designed to help you keep more money and protect your business by avoiding costly IRS mistakes. The event combines a positive, benefit-driven focus on saving money with practical urgency around tax compliance. Member: FREE

    Source and tickets: https://www.eventbrite.com/e/tax-strategies-keep-more-money-tickets-2003716728674

  • Cash Flow Like a Pro: QuickBooks for Business Success (Houston)

    Cash Flow Like a Pro: QuickBooks for Business Success (Houston)

    Join us IN-PERSON as we discuss how managing financial management through QuickBooks helps your business succeed! Join us IN PERSON as we explore the multifaceted aspects of financial management and unlock a wealth of invaluable knowledge essential for business prosperity! This comprehensive, day-long workshop is designed to emphasize the critical importance of effective financial management in achieving sustainable business success. Throughout the workshop, participants will gain invaluable insights into the intricate workings of financial management, equipping them with the knowledge and skills necessary to navigate and optimize their business’s financial landscape. We will discuss how managing financial management helps your business succeed. Participants will walk away from this session with a keen understanding of the financial cycle and application to their company. We will help you set up your company in QuickBooks Online. We will customize the Chart of Accounts to meet the company’s needs and align with GAAP. We will demonstrate how to create and track Accounts Receivables and Accounts Payables in QBO. Participants will walk away knowing how to set up bank feeds, create new accounts, invoices, expenses, write checks, and categorize accounts in bank feeds. We will discuss the importance of reconciling balance sheet accounts monthly and how to resolve any duplications or missing transactions. You will walk away with the knowledge of reconciling statements in QBO and correct any missing or duplicated transactions.

    Source and tickets: https://www.eventbrite.com/e/cash-flow-like-a-pro-quickbooks-for-business-success-houston-registration-1956562504119

  • Complimentary CE class & Luncheon at Summerlin!

    Complimentary CE class & Luncheon at Summerlin!

    Learn about the 2026 contract changes and how deadlines, deposits, financing, and termination rights can affect your client’s money. Learn about the 2026 contract changes and how deadlines, deposits, financing, and termination rights can affect your client’s money. Build the knowledge and confidence to answer questions when sitting across the table from buyers and sellers. Explore common mistakes and key areas that require extra attention to help avoid costly missteps.

    Source and tickets: https://www.eventbrite.com/e/complimentary-ce-class-luncheon-at-summerlin-tickets-2004122832341