Tired of boring finance and tax discussions? So were we - so we fixed it and added wine!
Join us for our first Sip & Strategize Series where we’ll shake things up with practical, easy-to-digest tax strategies that will save you money and set your business up for success in 2025.
Walk away with tax strategies you can immediately implement
Gain insights on how to best help your business sustainably grow
Network with local business owners
PLUS plenty of wine, good vibes, and maybe even a discount or two 😉
Sip, strategize and set your business up for success. Don’t miss your chance to tackle tax season like a pro!
Meet the Experts:
Liz Hastings, Co-owner & COO of CleverProfits - Liz has a passion for simplifying complex financial topics to help business owners at all levels thrive. When not working with business owners, Liz loves to nerd out over a good business book after chasing her son around!
Suellen De Oliveira, Tax Manager/Expert at CleverProfits - Sue has over 7 years of tax experience, helping over 300 businesses and individuals file both personal and business returns. Outside of her commitment to helping businesses uncover savings, Sue loves coaching her kids’ soccer teams and hosting neighborhood barbecues!
Heather Baynes, CEO of Move Leesburg - Heather is a revenue growth advisor with 20+ years of experience helping companies—from startups to private equity-backed firms—achieve impressive revenue growth. During her off time, Heather loves to break a sweat and hang out with her teenage son.