Peoria Grow Smart Series: Bookkeeping and Tax Planning Strategies

Grow Smart Series Peoria Rio Vista Recreation Center Bookkeeping and Tax Planning Strategies

Program Details

• Start Date: Tuesday, June 30, 2026 (In-Person)
• Meeting Time: 5:45 pm and ends at 7 pm
• Format:
  • In-person
  • Peoria Rio Vista Recreation Center
    8866 W Thunderbird Rd, Peoria, AZ 85381
• No-Fee

Program Objective:

Enable small business owners to understand the importance of basic bookkeeping and show simple systems to track income, expenses, and profitability to make informed business decisions and reduce financial stress.

This session breaks down bookkeeping basics, explains the reports every business owner should understand, and shows tools that make financial tracking easier. Consistency—not perfection—keeps a business healthy.

What You’ll Gain in this Session

• Why businesses struggle with finances
• Bookkeeping basics
• Practical systems and organization tools

For new entrepreneurs, small business owners who lack a good financial tracking system, solopreneurs and micro-businesses managing their own bookkeeping, business owners preparing for growth, taxes, or financing. It is particularly helpful for owners who feel overwhelmed, unsure of the numbers, or are behind on bookkeeping tasks.

Facilitator Bio: Fannie Bailey, owner of Citrine Accounting & Taxes, LLC Fannie Bailey, is an Enrolled Agent and small business tax strategist. She helps entrepreneurs take a smart, proactive approach to tax planning—balancing strategies that reduce tax liability while still prioritizing profitability and long-term growth. She works with startups and growing businesses to understand their numbers, stay compliant, and plan ahead so there are no surprises at tax time, so more of what they earn actually stays in their business!