What do small business owners, high-growth startup founders, freelancers, and contract workers have in common?
They need to have a solid financial plan and understand how to handle their accounting and taxes. It’s not fun, and it’s not easy, (typically) but you have help readily available.
As the beginning of the year and tax season approaches, we’re presenting three Lunch + Learn events and talking taxes, accounting, and financial planning with Wallace Accounting & Advisory in the first quarter.
Stoke hosts monthly Lunch + Learn events to help business owners, entrepreneurs, makers, creatives, freelancers, the self-employed, and anyone who needs a deep dive into topics like taxes for small biz, branding and marketing, fundraising, and more. We invite experts in the topic areas to speak during a one-hour lesson with time for discussion and Q&A. Stoke provides lunch.
Wallace Accounting & Advisory
Wallace Accounting and Advisory enables you to stay in control and in the know regarding your finances while removing the stress of developing the workflow associated with it. They use cloud-based technologies and platforms that keep costs down for the business owner but also allow for quality service and high security.
WAA also offers business consulting, drawing from their experience building and operating medical and dental companies. What’s more, they’re based in Denton, Texas, and support educational and informative programs (like these Lunch + Learns) to help our community thrive.
Wallace Accounting & Advisory offers accounting services, handles accounts payable and taxes, as well as payroll, business consulting and transaction services and is based in Denton, Texas.
“Wallace Accounting and Advisory was built to be the accounting firm of the future. Leveraging cloud based technologies and platforms allows us to keep costs down while providing a high level of service, security, and capability. We put you in command with everything going on in your practice in an easy to use interface that can be accessed from your computer or smartphone wherever you are. Welcome to a world where you are in touch with the most critical aspects of your business and your money.”
Russell Wallace and Darren Bogg founded Wallace Accounting & Advisory in 2014 after working together on a project for a client and realizing the needs of those in a similar position. Russell is a certified public accountant and started his career at the largest publicly owned accounting firm in the Dallas-Ft. Worth Metroplex. He specialized in tax, accounting, consulting, and M&A.
Talking Financial Preparedness and Money Matters at Stoke
Wallace Accounting & Advisory is sponsoring the the Lunch + Learn program presented by Stoke January through March of 2020. Russell Wallace and Mark Wallace will cover the following topics:
Taxes (Wednesday, January 22, 2020, 12 PM - 1 PM at Stoke)
Learn about personal, business, and payroll taxes, as well as entity selection and tax efficiency.
Accounting (Wednesday, February 12, 2020, 12 PM - 1 PM at Stoke)
Learn about reading financial statements, important ratios, and metric tracking.
Planning (Wednesday, March 18th, 2020, 12 PM - 1 PM at Stoke)
Learn about financial forecasting and budgeting.
Lunch + Learn events are free for Stoke members, and $4 + processing for nonmembers. Stoke and Lunch + Learn sponsors provide lunch from a local, Denton restaurant, as we believe it’s important to #supportlocal in our efforts to bring you valuable programming.