Join us Wednesdays at 7am at 7643 Huron River Drive in Dexter, MI.

Back to All Updates

Taxes: One Sheet to Rule them All

by | Dec 14, 2022 | Member Spotlights | 0 comments

If the idea of organizing your transactions or filling out a tax return makes you suddenly sweat a little bit, today’s presenter Angie Finch, of Angie Finch, C.P.A. is just the professional you should talk to.

In her presentation, we first got a brief introduction to who Angie is outside her profession:

She and her husband Adam have four children in middle, high school, and away at college. Adam also operates a financial planning business—rounding out a household that lives and breathes professional financial services.

After the brief intro, we pivoted to a sample Excel file Angie’s generated (and uses still herself) to help small business owners track income and sort expense transactions.

While this activity may seem intimidating for some, Angie makes it very simple with the use of her sheet. She can also help with more sophisticated software like Quickbooks too!

If you’re looking to start a business, don’t let bookkeeping hold you back. Angie can help you with this, along with formation, payroll, tax filing, and more!

For more great presentations from professionals like Angie and to potentially deliver your own, join us in Dexter on Wednesdays.

Similar

Don’t Miss Out on this Mushrooming Trend in Natural Wellness

Don’t Miss Out on this Mushrooming Trend in Natural Wellness

There’s never a bad time to seek help achieving optimal health and performance. But counterintuitively, one of the most opportune moments for this is on the front-end of the holiday season. Not only is it a time where we know we’ll consume too much, then buckle down...

Wills v. Trusts – Knowing the Difference

Wills v. Trusts – Knowing the Difference

If Will and Trust have operated as interchangeable vocabulary terms for you up to this point, today’s member presentation would’ve shown you that you’re not rare in that thought—but it’s also not correct. Maybe you did know there was a difference between the two, but...

Credit Scores, Demystified

Credit Scores, Demystified

Credit Scores. Before hitting ‘snooze’—they dictate so much of our ability to participate in consumer life—and yet most people know so little about them. Our presenting member and mortgage lending expert Jeremy Shaffer of Premier Bank sought to change that this...

Say ‘Yes’ to Unconventional Success

Say ‘Yes’ to Unconventional Success

Have you ever wondered if you’re doing the right thing? Not just as opposed to the “wrong” thing—but do you ever feel like you are wasting your time, or at a dead end? If so, there’s good news—it’s not too late to change. In today’s meeting, member Nikki Calloway of...

What Type of CPA Should New Businesses Work With

What Type of CPA Should New Businesses Work With

If you’re just starting out in a business, where should you go for your accounting needs? For most new entrepreneurs, the choices aren’t known very clearly: You could go the cheapest route—fish through all of the needed forms, calculate your amount due, have the...

How do Border 2 Border Members Feel About Their Experience?

How do Border 2 Border Members Feel About Their Experience?

Last week, in lieu of our normal feature presentation, we decided to devote that portion of our meeting to a team building survey. Here's the results: Weekly Activities Survey Members were asked to rank their top three most valued weekly in-meeting activities from our...

Process Makes Perfect

Process Makes Perfect

Beautiful art, just like great life outcomes, doesn’t come out of nowhere. As much as we like to think that the right people can wake up on the right days with the right doses of divine inspiration—and then make something beautiful—that really isn’t the case. Today’s...

Does Your Home and Auto Insurance Agent Ask You These Questions?

Does Your Home and Auto Insurance Agent Ask You These Questions?

Insurance is one of those things most people never want to think about—until suddenly it’s nearly all that matters. Morgann Dehn of John Avery State Farm insurance helped get ahead of this today, starting her presentation with an important question your home insurance...

All Updates

How Teams are Built

How Teams are Built

Today, rather than run a normal meeting with a feature presenter, our members kicked...

More About Us

Let's Get together and Start Growing

Purpose