Unlock Financial Clarity & Avoid Surprises with Your CPA
It’s time to take control of your business’s finances all year, not just during tax season. Learn how a consistent relationship with your CPA can save you time, money, and headaches!
What Your CPA Wishes You Did All Year (Not Just During Tax Season)
It’s time to take control of your business’s finances all year, not just during tax season. Learn how a consistent relationship with your CPA can save you time, money, and headaches!
Andrea Angel Mejia
Managing Partner at Upkeep Books and Support
Key Topics Covered
01
Build a Long-Term Relationship with Your CPA
Your CPA isn’t just for tax season. Learn why continuous collaboration throughout the year can boost your business’s financial health.
02
The 5 Most Common Financial Mistakes
Stop the scramble during tax season. Understand the mistakes business owners make by ignoring finances for 11 months and how to avoid them.
03
Stay Financially Clear All Year
Learn practical steps to keep your business on track, maintain clarity, and build a solid financial foundation, ensuring that you’re never caught off guard come tax time.
Why You Should Attend
Proven Methods:
Say goodbye to tax season stress with expert financial advice.
Tailored to Business Owners:
Designed to simplify your finances and help you thrive.
Boost Confidence:
Learn actionable steps that make managing finances easier and more predictable.
Streamline Your Bookkeeping Process:
Learn how to organize your financial data efficiently, saving time and reducing errors.
Gain Better Financial Insights:
Understand your financial reports better, enabling you to make informed decisions for your business.
Reserve Your Spot Now!
Don’t miss out on this opportunity to gain financial clarity and improve your business strategy. Complete the form below to secure your seat for this exclusive session!
Who Should Attend
Small Business Owners
who want to improve financial management and simplify tax filing.
Entrepreneurs
looking to build a more proactive relationship with their CPA.
Freelancers & Consultants
wanting to gain financial clarity and avoid year-end tax surprises.
Anyone
wanting actionable steps to better manage their finances and reduce stress during tax season.
Meet Your Host
Andrea Angel Mejia
Managing Partner at Upkeep Books and Support
I am the managing partner of Upkeep Books and Support, a company specializing in bookkeeping solutions for CPAs and small businesses. I’m an innovative self-starter and lifelong learner with 15 years of leadership experience and a passion for leading and motivating others.
An entrepreneur at heart, I pivoted from the entertainment industry after 17 years to co-found my first company, a real estate investment firm. The experience I gained flipping properties, investing in real estate, and learning the ins and outs of operating a business led me to found Upkeep Books and Support.
With my MBA, tenacious spirit, and passion for providing top-of-the-line bookkeeping solutions to small businesses and CPA firms, Upkeep Books and Support has grown into a thriving team of 12 employees and 92 clients since its founding in 2020, and it continues to expand. Although I primarily focus on leading Upkeep Books and Support, I also own and operate a frozen yogurt franchise.
My passion for entrepreneurship, unique professional background, and vast leadership experience have given me the skills to inspire and motivate teams to reach their full potential. Please reach out to me with any inquiries. I look forward to working with you!
Don’t wait until it’s too late.
Register now and prepare yourself for a smoother, more stress-free financial year.
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