Year-End Financial Prep for
Small Businesses:
Master Your 2024 Closeout and Plan for 2025"
"Wrap Up Right, Start Bright:
Your Guide to Financial Success for the New Year"
Friday, December 13th 2024
10:00am - 12:00pm
VIRTUAL ONLINE BOOTCAMP
Zoom Information will be sent upon
Topics Covered:
Thing you will learn:
Streamlined Year-End Financial Closeout:
Learn how to organize, review, and finalize your 2024 financials with accuracy, including reconciling accounts, addressing outstanding balances, and preparing for tax filings.Tax Strategy and Compliance for 2024:
Understand essential tax-saving strategies, key deadlines, and compliance requirements to minimize liabilities and maximize deductions before filing season.Strategic Planning for 2025:
Develop a financial roadmap for the year ahead, including setting revenue goals, budgeting, forecasting, and leveraging key insights from 2024 to make informed decisions.
Instructor:
Dawn Young-Cruz
Concierge to Success
Accountant, Speaker, &
Master NLP Coach
Join Dawn Young-Cruz, the Concierge to Success as she will help you go from confusion to clarity for both your business success that will provide for your personal success.
What people are saying.
"This event was so eye opening. I have a notebook full of great takeaways and I haven’t ever been so ready to go back and review after an event.
Biggest takeaway is that really breaking down my goals is the only way I will achieve the … Same with my budget."
Brianna G.
"Tons of information for personal and professional and stepping back to look at what you don’t know about your goal setting tactics to get your personal and professional on track or to move forward to the next level.
Biggest takeaway was really looking at Pros and Cons of goal setting and putting an action plan into place."