Before the Ball Drops: Your Year-End Game Plan

Ever looked at a profitable year on paper and wondered, “So where did all the cash go?” Or heard you should buy a truck before December 31 for the write-off and wondered if that actually makes sense?

Pull up a chair. This free, one-hour conversation is for Flathead Valley business owners and entrepreneurs who want to untangle year-end and figure out what to do first. Whether you’re wrapping up your first year, hiring your first employee, or running a business that’s grown faster than your systems, you’ll leave with a few concrete steps you can put to work the following week.

We’ll work through the story of Birdie, a fictional Montana business owner whose sales took off this year. She has $15,000 in the bank, a $20,000 payroll due Friday, and plenty of tax advice from friends. Together, we’ll talk through what we’d tackle first if we were sitting across the table from her.

• Sarah Gould, CVA, CEO of Elevated Advisory & Accounting, will help you make sense of what you earned, what’s in the bank, and what’s already spoken for. She’ll also cover what to get in order for year-end payroll and 1099s.

• Alanna Weibert, CPA, CEO of Finvera Accounting, will sort through common tax advice, from buying equipment for the write-off to electing S corp status, and share what’s worth asking your CPA before December 31.

• Bobby Schmid, Wealth Advisor with Upland Private Wealth, will talk about paying yourself more intentionally, exploring retirement options, and building savings outside the business.

Bring the question you’ve been meaning to ask. We’ll make time for Q&A, and you’ll take home a checklist, key dates, and three next steps you’ve picked for your own business.

Free registration: