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JOLT's Lunch 'N Learn Series for Small Business

Free Monthly Presentations on Topics that Matter to Small Business Owners

Presented by Mary Mooney, CPA
CEO, JOLT Strategies

Mary Mooney is a CPA with over 30 years of experience supporting small business owners. Having spent decades guiding businesses through accounting, tax, and advisory services, she has a deep understanding of their financial needs and challenges. Mary’s focus is on helping entrepreneurs achieve sustainable growth by offering expert, personalized advice that focuses on the future, not the past. Her passion for small business success makes her a trusted advisor to clients. She is committed to delivering financial insights and strategies in an actionable format so that they thrive.

Lunch N Learn Series Schedule

09/25 - Simple Budgets that Work

09/25 - Simple Budgets that Work

Simple Budgets help small business owners start thinking strategically fast!

10/30 - Year End Tax Planning

10/30 - Year End Tax Planning

Now is the time for small business owners to implement tax planning strategies

11/27 - Holiday Cash Flow Management

11/27 - Holiday Cash Flow Management

Cash Flow Management and the Holidays is critical for small business success

12/18 - Closing Your Books for Year-End

12/18 - Closing Your Books for Year-End

Most small business owners don't know what closing the books mean and what they need to do. Many spend too much time on unnecessary tasks.

01/29 - Preparing for Tax Season

01/29 - Preparing for Tax Season

Preparing for Tax Season should not be cumbersome.

S-Corp Payroll made easy

S-Corp Payroll made easy

S-Corp owners have particular advantages and challenges related to their payroll.

03/26 - Last Minute Tax Filing Tips

03/26 - Last Minute Tax Filing Tips

04/30 - Business Forecasting - Simplified

04/30 - Business Forecasting - Simplified

Cruise to success with a business forecast that works.

05/28 - Sales Tax Compliance

05/28 - Sales Tax Compliance

Small business owners struggle to understand how sales tax affects their business

06/25 - Mid Year Checkup

06/25 - Mid Year Checkup

07/30 - TBD

08/24 TBD

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