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Finance & Business Professionals
August 2 @ 8:00 am - 9:00 pmFree
TAX STRATEGIES FOR SMALL BUSINESSES
Our panel of experts will discuss common strategies to minimize taxes for small businesses.
Candy Messer is President of Affordable Bookkeeping and Payroll Services and energizes business owners by removing the burden of the bookkeeping and payroll processing from their shoulders. With 21 years of experience, Candy understands the stresses business owners face and offers customized services to meet their varying needs, including bookkeeping, payroll, QuickBooks consulting, and bill pay services. Candy works with service based business owners who are overwhelmed with the paperwork required to stay in compliance for filings and frees them to focus on what they love to grow their businesses. Candy is co-author of Business Success With Ease and Navigating Entrepreneurship which are resources to help entrepreneurs grow their businesses effectively and avoid errors that could postpone their success.
Drawing from over two decades of experience and across nearly all financial disciplines, Cherie Putman currently advises on strategic planning matters for clients in the areas of personal financial and tax planning, accounting and financial reporting, business entrepreneur consulting, and investment management. Prior to establishing her practices, Cherie held positions at both international and local CPA firms. Her positions specialized in tax, financial planning and business consulting. Cherie received her degrees in Accounting and Finance from the University of Southern California in 1987. In addition to her license to practice as a Certified Public Accountant in the State of California, she has earned her CFP® certification and has passed the FINRA Series 7 and 66 exams. She is also licensed to sell insurance in California (California Insurance License No. 0E07779). Cherie is a frequent technical reviewer for continuing education courses and holds membership in the California Society of CPA’s, Financial Services Institute, National College Advisory Group, Trojan League South Bay and Town & Gown.
Over 15 years of public accounting experience. I have dealt with a variety of clients and industries ranging from start up to existing businesses. I can assist individuals and small business owners with several levels of service that range from accounting services, compliance to tax preparation. We are a boutique accounting office that specializes in small business owners and their needs!