Tax season is over - finally. But before you shove those receipts in a drawer and pretend April never happened, let's talk about what comes next. Because here's the truth: staying financially organized after tax season is what could set you ahead for next year.

Join us for our next Lunch & Learn on Tuesday, June 10 as we welcome Lisa Tressler, CPA and Partner at RBSK Partners PC, for a practical session designed to help you pause, reflect, and start building a financial strategy that actually works. We'll dive into planning that makes sense (and not just to your accountant), habits that won't leave you cross-eyed, and how to prep now so future-you isn't panicking when April comes calling again.

Lisa brings years of experience working with businesses of all sizes and will share real-world advice to help you not only meet deadlines - but actually move forward. Whether you're a business owner, nonprofit leader, or the one crunching the numbers behind the scenes, this session is packed with tools, clarity, and the confidence boost you need to stay ahead.