McMurtry Financial Services, LLC

📣 📣 📣 Join us in this workshop designed for business owners looking to expand their financial knowledge and grow their ventures. In this session we will cover critical topics including lending requirements, the importance of capital, and other essential financial insights. Weather you're just starting out or looking to scale, this workshop will provide the tools and information you need to thrive in today's competitive market. 📣 📣 📣 Don't miss out on this opportunity! Register using the link below https://lnkd.in/gcy2rXDj

Is your business ready for the new #BOI #CorporateTransparencyAct? The deadline for filing beneficial ownership details is coming up fast, and non-compliance could lead to serious consequences! Here's what you need to know: 1️⃣ What is it? The BOI Corporate Transparency Act requires certain businesses to disclose their beneficial ownership information, promoting transparency. 2️⃣ Do I have to do it? If you own or control an LLC, corporation, or certain other entities, yes! This applies to both U.S. and foreign companies. 3️⃣ Who has to complete it? Anyone with significant control or ownership of a company must submit a filing to FinCEN. 4️⃣ What happens if I don’t? Failing to file could result in hefty fines, penalties, or even criminal charges! 5️⃣ What do I have to do? Gather key information such as the names, birth dates, and ownership stakes of beneficial owners, and file your report with FinCEN before the deadline. Don't wait—protect your business by filing on time! Read more and file: https://lnkd.in/gJ6Te_wi

Ever wondered how understanding #financialstatements could transform your business decisions? Our Building Community Financial Workshop is designed to equip business owners, freelancers, and anyone looking to improve their financial literacy with practical tools. 🔑 Workshop Highlights: - Navigating balance sheets, income statements, and cash flow - Analyzing financial health with confidence - Strategies to use this knowledge for business growth 🗓 Date: October 1st, 5:30 - 8:00 PM 📍 Location: Town Bank Community Room, Milwaukee, WI 💻 Register today: https://lnkd.in/gBN9WUp8 Seats are limited! Learn from Cheryl J Muldrew-McMurtry our Founder, with 30+ years of expertise in for-profit and non-profit accounting.

Join Cheryl J Muldrew-McMurtry and NAWBO Chicago on September 24 at 9 am to Network for a New Season at Summit Credit Union, 10015 W. Greenfield Avenue, for NAWBO WI's networking.🎉🎉 Click here to learn more and to register: https://lnkd.in/giZdTaC6

The first Podcast festival in a Movie theatre -----> Live podcasts with 10 AMAZING hosts that know the game of business! We need to sell this event out 'cause I want to do it again next year! Help us sell out: https://lnkd.in/e2cnces9 Andy Weins 🎤 ♻️ will be there! - 9am Lori Highby, Kristina Harrington and Erin Courtenay will be there! 10am Brandi Iberia Austin, MBA will be there! - 11am Dave Molenda, TDC, TDFC, TEQC will be there! - 12pm Eric Clark 🌲will be there! - 1pm Elzie Flenard, III will be there! - 2pm Brandon Fong will be there! - 3pm Jamar Jones will be there! - 4pm Grace Bruins will be there! - 5pm Paul M. Neuberger will be there! - 6pm Will YOU be there? https://lnkd.in/e2cnces9

Wow, this is how a chamber should be – fun, energetic, and real! Huge thanks to the fantastic team at North Shore Chamber of Commerce- MKE for organizing such an amazing event. It was a great opportunity for us business owners to come together and celebrate our unique accomplishments. Upward and onward, NorthShore – let's keep the momentum going! Cheryl J Muldrew-McMurtry Nina Amidei North Shore Chamber of Commerce- MKE Friendship Circle

You’re a business owner ready to make a change in the financial health of your business… But how do you choose the right #accounting firm? Curious how McMurtry Financial Services, LLC measures up to larger firms? Here’s how we stand out: 1. Personalized, Relationship-Driven Service: At McMurtry, we invest in you. We build deep, personalized relationships to understand your business’s unique needs and goals. Larger firms often treat clients as just another account, but we treat your financial journey as our top priority. 2. Direct Access to Senior Expertise: You deserve more than generic advice. At McMurtry, every client works directly with our senior accountant who offers expert insights tailored to your business. Larger firms can lack this hands-on approach. 3. A #Strategic Investment in Your Business’s Financial Health: Our services aren’t just about managing your books—they’re about investing in the long-term financial health and success of your organization. We provide proactive strategies that go beyond compliance, helping you find opportunities for growth. Bigger firms often take a reactive approach, but we’re always thinking ahead. 4. Community-Oriented and Client-Focused: We’re more than accountants—we’re #partners in your business’s #success. McMurtry Financial Services takes pride in fostering long-term relationships and building a supportive community of business owners. 5. An Investment That Delivers #Value: Partnering with McMurtry isn’t a cost, it’s an investment in your future. We bring a wealth of expertise that drives your business forward, helping you navigate complex financial decisions with #confidence. If your ready to take your business to the next level, through making sound financial decisions let’s partner! Visit https://lnkd.in/gSq9ZvCe to learn more!

Are you a business owner or entrepreneur, looking to grow and scale your business? Register today for the Opportunity Knocks Workshop, happening September 21st, from 9:00AM-1:00PM at the Milwaukee Public Library’s Center Street Branch! The workshop is a two-part journey that will inspire and mobilize entrepreneurs to take their business operations to the next level. Powered by Northwest Side CDC, in collaboration with The DNA Network and MKE Business Coach. Grow wisdom for your business with insight from Business Coaches: Deborah N. Allen, DBA, Brent Halfwassen, CFA and Kate Halfwassen. Visit the link to register for the free workshop: https://lnkd.in/gH4eDwBb

📊 Feeling uncertain about your business’s financials? As a business owner, understanding #financial statements is crucial for making informed decisions that drive growth and sustainability. Our upcoming workshop, Understanding Financial Statements, is designed to give you the confidence and knowledge needed to navigate your business’s financial landscape effectively. In this workshop, you'll learn to: - Interpret the Balance Sheet to assess your business's financial health. - Analyze the Income Statement to understand profitability. - Manage your business’s liquidity with the Cash Flow Statement. Don’t let financial statements overwhelm you. Join us on October 1st and take the first step towards mastering your business’s financials. Limited spots available. Register here: https://lnkd.in/g9PJC7CR . . . . #FinancialEducation #BusinessGrowth #Entrepreneurship #FinancialLiteracy #MilwaukeeBusinessOwners #Workshop #ProfessionalDevelopment

REMINDER: Business #TaxDeadline is Approaching⏰ Quarter 3 tax payments are due September 16, 2024. Be sure to file before September 16th to avoid costly IRS late penalties and stay #compliant. Hurry, this deadline is around the corner!