Please contact Jennifer Millett to RSVP to attend email@example.com there is a 48-cancellation requirement Non-Member fee $40 Member $35.
Meeting are held once a month on Friday and rotate between breakfast and lunch. Meetings either feature key speakers or are organized round table discussion regarding bookkeeping topics. Please see the links and calendar below for more information
April 17th for Breakfast This meeting has been canceled to stop the spread of Covid-19
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.
BONUS! All attendees receive a complimentary Business and Marketing strategy session as a follow up after the event with Sue Brooke (value $250).
March 20th noon for Lunch This meeting has been canceled to stop the spread of Covid-19
Social Security education and claiming analysis for your particular circumstances; to examine available assets and plan for expenses in a way that provides a secure cash flow throughout your retirement years.
Martha Shedden loves getting to know her retiree clients and analyzing their particular Social Security situations so they have all the information needed to make a smart decision on when to claim their benefits.
Trained and practicing as a professional engineer for over 30 years, she thoroughly enjoys the detailed, problem solving aspect of Social Security income planning, and especially the ability to help retirees create a secure retirement financial plan.
February 21st 8:30 for Breakfast
Discussion on Wayfair, Dymanex, and more…
John Morre is managing partner at Morre & Co. He is a Certified Public Accountant. John has a Masters Degree in Taxation from Golden Gate University and has received the Personal Financial Specialist designation from the AICPA. He has been practicing in Marin County since 1979. In addition to an array of professional memberships, John serves on the boards of several non-profit organizations and conducts classes and seminars on tax and financial planning issues. John is a native of San Francisco and he and his wife are residents of Hawaii.
January 17th noon for Lunch
Tallie online expense report software automates the expense report process at every step, for employees and approvers.
James Youlios is an Account Executive at Tallie. He has been working with Tallie for over four years. Starting in the customer support department and developing abundant product knowledge and industry insights, his talents brought him over to the sales team. Having experience with manual data entry, he’s passionate about software and helping businesses automate their processes. Raised in Los Angeles, he has a BA from UC San Diego and resides in San Francisco.