Prepping for Tax Season

In this session, Holly Kelley, Catapult’s Accounting Expert-in-Residence, will walk through a practical approach to preparing your books and financial records before filing season arrives. You will learn what to review, what to organize, and what to fix now so your accountant can work efficiently and you can make informed decisions moving forward.

Rather than reacting at the deadline, you will walk away with a clear plan.

What We Will Cover
• The key financial reports every founder should review before tax season
• Common cleanup items that save time and money later
• How to organize expenses, revenue, and documentation
• The numbers you should understand before the year begins
• How preparation now supports better decisions next year

Who Should Attend
Founders who want fewer surprises at tax time, cleaner records, and a more confident start to the new year.

Come ready to get organized and leave with a checklist you can act on immediately.

All members welcome (and encouraged)!

Know what’s Happening Next — before everyone else does.

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Host or Publisher Catapult Lakeland