2021 Meeting Calendar

Please contact Jennifer Millett to RSVP to attend on Zoom, Non-Member fee $15.00

John Morre

January 15th, 2021 @ noon

John will present on current tax issues. More to come…

John Morre is Managing Partner of Morre & Company, LLP.  He is a Certified Public Accountant.  John has received the Personal Financial Specialist designation from the AICPA.  He has been practicing in Marin County since 1979.  He conducts classes and seminars on tax and financial planning issues.  In addition to an array of professional memberships, John serves on the boards of several non-profit organizations including Marin History Museum, MARC, Nova House, Inc. and Stonehaven House, Inc.  John is a native of San Francisco and he and his family are residents of Hawaii.

T-Sheets

February 19, 2021 @ 8:30am

T Sheets is a time management software that integrates with Quickbooks

Sue Brooke

March 19, 2021 @ Noon

Relationship Marketing and Networking for Bookkeepers. How to Attract Your Most Profitable Customers, Turn Them Into Raving Fans and Have Them Knocking Down Your Doors with Referrals!

Sue Brooke moved to Sonoma County after meeting a sister through Ancestry DNA! She is going to share with you how she has built a tribe of Raving Fans in just a few short months after moving to a new community, how she gets new business and referrals consistently, and how she builds her businesses purely by building relationships.

Sue is a Professional Speaker, Trainer, Coach, Best Selling Author, Business and Marketing Strategist, and Relationship Marketing Expert.
She brings a plethora of valuable knowledge and resources from 30+ years of working side-by-side with business and marketing influencers, starting and growing businesses, coaching and training entrepreneurs, business owners, CEOs, and customer service and sales professionals.