Business Connect: Business Projections | Financial Wellness for your Business in 2023

January 24, 2023 @ 5:00 pm - 7:30 pm$10.00
Loading Events
  • This event has passed.
Start 2023 financially strong and confident!

As you get ready to close the year, it is equally important to plan for next year and set new personal and business goals. During this session, attendees would better understand how to create and review a business budget, make projections and create new line items for the new year using QuickBooks. Plus, we will review tips on how to prepare for completing your 2021 Taxes.

Meet our instructor:

Mary N. Bermudez, CPA, MST has extensive tax experience related to privately held companies, entrepreneurs, and Micro-Business. She is the Founder and Managing Director of Insight Tax, CPAs, which has been her full-time endeavor since 2013.

Mary graduated from the USC Leventhal School of Accounting in 1995. Her experience with national accounting firms gave her the insight and skills to address complex tax situations, manage a tax practice and be a role model. She obtained her Master’s in Taxation from Golden Gate University in 2003.

Mary is passionate about helping other entrepreneurs and business owners. With a strong tax and accounting background, Mary provides her clients with expert advice, professionalism, and peace of mind. She was a tax panel expert for the USC Alumni Association in the fall of 2019. Mary has been a motivational speaker at USC student events and is always willing to mentor college and high school students.

Mary is an active member of her community and serves on the Board of Directors of numerous organizations. Mary and her family enjoy USC football games and weekends in the local mountains.

At Insight Tax, CPAs, Mary, and her team are “Working for your financial success.”

Register Today


Recommendations and requirements:

  • You must register via Eventbrite registration page.
  • All registered attendees will receive an email with the link to access the event before the event.
  • Platform: Zoom (recommended to download app if accessing through a mobile device)Recommended browsers: For the best experience, please use one of these browsers: Edge, New Chromium Edge, Chrome, or Firefox. No finance experience is needed. **

Future Sponsorships

Are you interested in sponsoring a future workshop event or webinar? Please contact Maria M. Solano.

Want to support our #NLBWAIE mission? Become a volunteer or donate to one of our causes.


January 24, 2023
5:00 pm - 7:30 pm
Event Category:
Event Tags:




NLBWA Inland Empire