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Special Year-End Financial Planning Workshop

Next Event: November 14, 2024 | 12pm

Get ready with us! We're prepping for tax season and other year-end financial planning with advice from accounting and finance experts on how to prepare your bookkeeping, what financial reports to run, and how to reinforce financial resilience in 2025 and beyond. You’ll learn what to do between now and the end of the year and how to set yourself up for success during tax season.

Presented By

Why Watch?

Here’s what you’ll get from this month’s episode:

Expert Tips
Get reliable tips for tax season from accounting and finance experts (for free!)
Peace of Mind
Sail into 2025 with the peace of mind that comes with knowing you have a plan for tackling the busy tax season ahead.
New Ideas
Feeling a bit stuck when it comes to planning for your business's financial future? This episode will inspire you to think bigger and better.

Meet the Speakers

David Emmerman
Head of Enterprise
Xero
Jeanette Mulvey
Vice President and Editor-in-Chief
CO—
Phil Pallen
Brand and AI Strategist

Yoseph West
Co-Founder & CEO
Relay Financial

David Emmerman
Head of Enterprise
Xero
Jeanette Mulvey
Vice President and Editor-in-Chief
CO—
Phil Pallen
Brand and AI Strategist
Yoseph West
Co-Founder & CEO
Relay Financial

Presented By

Series Sponsors

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