July 2026Hosted by Sherri
Welcome to Gather & Grow
What Gather & Grow is, how the membership works, and why year-round planning beats a once-a-year scramble.
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, and some months a guest speaker joins to share what they know.
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 when it fits she invites a guest speaker to share what they know in plain language.
The year ahead
A full year of Gather & Grow.
Here is what we have planned, month by month. Think of it as a guide, not a promise: topics can shift, and we shape each night around what owners tell us they need.
AugustHosted by Sherri
Getting Organized for Financial Success
Simple systems for your receipts, records, and money so tax time is calm instead of frantic.
SeptemberHosted by Sherri
Know Your Numbers: Understanding Your Business Finances
Profit versus cash flow, reading your statements, and knowing what your numbers are telling you.
OctoberHosted by Sherri
Tax Deductions Made Simple
The everyday deductions owners miss, what actually counts, and the records that back them up.
NovemberHosted by Sherri
Year-End Tax Planning
The moves worth making before December 31 to lower next spring's tax bill.
DecemberHosted by Sherri
Year-End Financial Checklist
A simple end-of-year checklist to close your books clean and start January ready. We also celebrate our founding members.
January 2027Hosted by Sherri
What's New for This Tax Season?
What changed in the tax rules, the deadlines that matter, and the documents to gather.
FebruaryHosted by Sherri
Payroll & 1099 Basics
W-2s, 1099s, employee versus contractor, and staying on the right side of Kansas payroll.
MarchHosted by Sherri
Choosing the Right Business Structure
Sole proprietor, LLC, or S corp, and what each one means for your taxes and your liability.
AprilHosted by Sherri
Lessons Learned This Tax Season
The common mistakes we saw this year and the simple habits that prevent them.
MayHosted by Sherri
Growing a Healthy Business
Practical ways to grow steadily, plan for the tax side, and avoid outgrowing your cash.
JuneHosted by Sherri
Mid-Year Financial Checkup
A halfway-point look at your numbers, your taxes, and your goals for the rest 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.
Members also get our private Facebook community, so the conversation, the resources, and the takeaways keep going between meetings. If you ever miss a session, you will not miss what happened in it.
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.