Small & Mighty Business Series: Year-End Books & Preparing for Tax Time

Year-end can sneak up quickly for small business owners. Join the Southwest Michigan First Chamber as we welcome Value Added Accounting Services for a practical, no-fluff session focused on getting your finances organized and preparing for tax season.

In one focused session, you'll learn how to close out your year cleanly, get organized for your CPA and make smart choices before year-end that can reduce stress and surprises when it comes time to file.

Our presenters include Thomas Schultz, tax partner and associate professor of accountancy at Western Michigan University, and Angela Schultz, managing partner and fractional CFO and controller. Together, they will walk through a high-level year-end checklist, highlight common mistakes small business owners make and share simple systems you can put in place to make next year easier.

Topics will include:

• Preparing and reviewing your year-end financials
• Organizing records for your tax preparer
• Understanding estimated tax payments
• Identifying deductions and credits that are often overlooked
• Making smart financial decisions before year-end
• Simple planning strategies to help prepare your business for 2027

Whether you manage your books yourself or work with an accountant throughout the year, this session will give you a clearer understanding of what needs to happen before tax season arrives and how you can make the process easier on yourself and your business.

Join us to get ahead of year-end, ask questions and walk away with practical steps you can start putting into place now.

The Small & Mighty Business Series is part of the Chamber Education Series. The Chamber Education Series also includes the Quarterly Business Breakfast Roundtable Series and is proudly supported by Blue Cross Blue Shield of Michigan.

Please Note: All ticket sales are final. If you are unable to attend, you may transfer your ticket to a team member or partner organization. Please contact a team member for assistance. Eventbrite charges a nominal fee for online ticket purchases.