What to Look At, What to Fix, and What Can Wait
Getting your 2025 books ready for tax preparation—without overwhelm

February is often when business owners know they should look at their books—but aren’t sure where to start, what actually matters, or what can safely wait.

This 2-hour interactive workshop is designed to help you calmly re-enter your 2025 books, understand where things stand, and prepare your records for tax preparation—without pressure, shame, or the expectation of perfection.

This is not a tax filing class. Instead, we’ll focus on bookkeeping clarity and readiness so you feel grounded and prepared heading into tax season.

In this workshop, you’ll learn how to:

• Understand what your tax preparer actually needs from your books

• Identify what’s worth fixing now vs. what can wait

• Make sense of cash vs. profit in plain language

• Create a simple monthly money check-in you can realistically maintain

• Leave with clear next steps—no matter how “behind” your books feel

The session will include guided reflection, practical examples, and time for questions. A guest financial advisor, Bob Morgan, will be present to answer tax-specific questions during a dedicated Q&A portion, so you can get expert insight without this becoming a tax instruction class.

You’ll leave with more clarity, less overwhelm, and a calm path forward—whether you’re DIY-ing your books or planning to hand things off for support.