A Smoother Tax Season: Understanding How Your Controller & Tax CPA Work Together

Ever wondered about the different roles CPAs play in keeping your business finances healthy? Join us for an insightful hour where two experienced CPAs pull back the curtain on how fractional controllers and tax specialists work together to support your business success.

When: Wednesday, March 19, 2025 from 10:00am MST to 11:00am MST
Where: Virtual

In this interactive session, you'll learn from:

• Melissa Armstrong, CPA - Fractional Controller and founder of SteadyHand Accounting & Advisory
• Nicole McClintock, CPA Founder of Taximize

What You'll Take Away: We'll break down the essential do's and don'ts for business owners when it comes to managing their finances and preparing for tax season. You'll learn how to:

• Set up your accounting systems to make tax preparation smoother and more efficient
• Understand when to engage a fractional controller versus a tax CPA
• Identify red flags in your current financial processes that could cause tax headaches
• Build an effective partnership between your internal team, controller, and tax professional

Who Should Attend:

• Business owners looking to optimize their financial operations
• Entrepreneurs wanting to better understand their accounting and tax needs
• Finance team members interested in improving collaboration with external experts
• fCFOs, fCOOs, and business leaders looking for expert support
• Anyone curious about how different types of CPAs can support their business growth

Format:

• 30-minute presentation covering key concepts and practical tips
• 20-minute real-world examples and case studies
• 10-minute Q&A session

Bring your questions! We're here to help you understand how to build the right financial team for your business needs.

Space is limited to ensure meaningful interaction. Reserve your spot today!

Cost: FREE

𝗕𝗢𝗡𝗨𝗦: Attendees will receive a 𝗙𝗥𝗘𝗘 𝗧𝗮𝘅 𝗥𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀 𝗚𝘂𝗶𝗱𝗲 𝗳𝗼𝗿 𝗦𝗺𝗮𝗹𝗹 𝗮𝗻𝗱 𝗠𝗶𝗱-𝗦𝗶𝘇𝗲𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 and 𝗙𝗜𝗩𝗘 𝗙𝗥𝗘𝗘 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲𝘀 𝗳𝗼𝗿 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗬𝗼𝘂𝗿 𝗧𝗮𝘅 𝗧𝗲𝗮𝗺

Note: While this session will provide valuable insights into business financial management, we won't be offering specific tax advice. For individual tax situations, please consult with your tax professional.