Events

Beyond the Chair™

October 26, 2026 10:00 AM – 4:00 PM

Essential Offices at Mon Abri Business Park, Edmond, Oklahoma

$119 · $149 regular

ONE DAY. REAL TOOLS. A 30-DAY PLAN THAT FITS HOW YOU WORK. ✓ Organize your receipts, expenses, mileage and payment records ✓ Find missing records and create a clean digital tax-year file ✓ Prepare for a more productive meeting with your CPA ✓ Build a repeatable workflow for staying organized You’ll leave with five ready-to-use tools, including checklists, a receipt workflow and your personalized 30-day action plan.

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Year-End Business Readiness Workshop

November 17, 2026 9:00 AM

Union Plaza, Oklahoma City

$159 · $199 regular

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.

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