Year-End Business Readiness Workshop

Get your business ready for tax season—and build a recordkeeping system you can use all year.

November 17, 2026 9:00 AM
Union Plaza, Oklahoma City
$159 early bird (before October 18, 2026) · $199 after
21 seats

Price Early Registration: $159 through October 18 Regular Registration: $199 after October 18 Main Description Tax season is easier when your business records are organized before you meet with your CPA. The Year-End Business Readiness Workshop is a practical, hands-on working session designed to help business owners organize their records, identify what is missing and build a repeatable system for staying prepared. You will work on your own business records and leave with five practical tools: Year-End Checklist Receipt Workflow Monthly Review Checklist CPA Meeting Checklist Personalized 30-Day Action Plan This is not a workshop where you simply take notes and leave wondering what to do next. You will leave with a clear plan and tools you can begin using immediately.

Registration includes a continental breakfast, catered lunch, printed workbook and workshop materials. Please arrive at 8:30 AM for breakfast and networking. The workshop begins promptly at 9:00 AM and concludes at 3:30 PM. Seating is limited to 21 participants. Registration closes November 10, 2026, or when all seats have been reserved. Detailed arrival and location instructions will be provided after registration.

This workshop provides business organization and recordkeeping education. Receipt This does not provide bookkeeping, accounting, tax, legal or financial advice. Participants should consult their own qualified professionals regarding their individual circumstances.

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