July 2026Hosted by Capps
Building a Strong Financial Foundation
Welcome, the membership model, and why year-round planning changes everything.
Every month in Lyons
Gather & Grow.
More than a tax office. When you become a member, you join a community of local owners who meet once a month to learn something useful and get to know each other. Here is the whole promise.
Connect with local people
Meet other owners from around the county in a warm, no-pressure room, before you ever need each other.
Learn one practical thing
Every session gives you one useful, plain-language takeaway you can put to work in your business the next morning.
Leave with one new relationship
The whole point is people. You will walk out knowing someone you are glad you met.
What a night looks like
An hour and a half, well spent.
5:30 to 6:00
Coffee and connection
Come early, grab a cup, and meet other owners before anything formal begins. This is half the value right here.
6:00 to 6:45
The topic of the night
A practical, plain-language session on something you can actually use, often with a trusted local expert at the table.
6:45 to 7:00
The Family Table
An open floor to ask whatever is on your mind. This is where clients become family, and where the best conversations happen.
No sales pitch, no pressure. Sherri hosts as a neighbor, not a lecturer, and most months a trusted local expert joins to answer real questions in plain language.
The year ahead
A full year of Gather & Grow.
Here is what we have planned, month by month. Subjects are tentative and could change: we shape them around what owners tell us they need, and that is the point.
AugustGuest: local banker
Know Your Numbers
Profit versus cash flow, why bookkeeping matters, reading your statements, and getting ready to borrow.
SeptemberPanel: insurance agent and attorney
Protecting Your Business
Business insurance, choosing your structure, contracts, liability, and the tax side of each.
OctoberHosted by Capps
Small Business Tax Deductions
Vehicle, home office, equipment, meals and travel, and the common mistakes that cost you.
NovemberPanel: financial advisor and nonprofit
Giving Back While Planning Ahead
Charitable giving strategies, qualified charitable distributions, legacy planning, and tax-smart giving.
DecemberPanel: banker and financial advisor
Finish Strong: Year-End Planning
Year-end tax moves, retirement contributions, timing business purchases, and cash flow. We also celebrate our founding members.
January 2027Hosted by Capps
Tax Season Kickoff
What changed in the tax law, filing deadlines, the documents to gather, and the mistakes to avoid.
FebruaryGuest: payroll and HR pro
Payroll Without the Headaches
Staying compliant, W-2s and 1099s, employee versus contractor, and Kansas payroll basics.
MarchPanel: marketing pro and business lender
Growing Your Business
Marketing that works, financing your growth, and planning the tax side of expansion.
AprilHosted by Capps
Lessons from Tax Season
The common mistakes we saw, IRS trends, recordkeeping that helps, and planning for next year.
MayGuest: banker or advisor
Understanding Your Financial Statements
Your profit and loss, balance sheet, and cash flow, what lenders look for, and making decisions from the numbers.
JunePanel: insurance agent and financial advisor
Mid-Year Business Checkup
A tax projection, an insurance review, retirement savings, and adjusting your goals for the back half of the year.
Who comes
Members attend free. Guests are always welcome.
Gather & Grow is included in every membership, so members come to every session at no extra cost. Not a member yet? Come see what it is about. Guests are welcome at any event for $20.
Come for the coffee. Stay for the people.
Ask us when the next Gather & Grow is, or book a few minutes to talk about membership. We would love to save you a seat.
Or come by the office: 109 East Ave North, Lyons.