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Small Business Tax Secrets & Growth Strategies: What Every Entrepreneur Needs to Know

Writer's picture: Kate MayeskiKate Mayeski

This past week, I had the incredible opportunity to attend the Thought Leaders Series: Q1 - Taxes & Forecasting event hosted at the Studios at Mesa City Center. It was an insightful and engaging session that brought together industry experts to share valuable knowledge on small business tax planning strategies and financial forecasting for entrepreneurs to help prepare for the first quarter of the year.


Meet the Experts Behind Small Business Success

This event wouldn't have been possible without the generous sponsorship and expertise of these professionals:

  • Emily Evans from Wellth Journey, a trusted benefits resource for entrepreneurs and businesses of all sizes.

  • Christie Boutain of Meadows Bank specializes in business banking solutions and growth financing for small businesses.

  • Hannah Johnson of HLJ Growth, a leader in supporting small business owners through financial planning.

  • Brady Young of Thrive Consulting (also a featured presenter) focuses on HR solutions for small businesses.

Their dedication to supporting entrepreneurs and providing expert insights made this event a must-attend for any business owner looking to optimize tax strategies and streamline financial forecasting.

Essential Tax & Financial Strategies for Entrepreneurs

The event was packed with actionable advice, and the speakers provided invaluable insights on tax efficiency for small businesses, delegation strategies for business owners, and financial planning for entrepreneurs. Here are some of the most valuable takeaways from each expert.

Amy L. Fuhrmann, CPA – Mastering Taxes & Avoiding Costly Mistakes

Amy shared her extensive knowledge on tax preparation for business owners, emphasizing the importance of preparation and working with professionals. Some of her key points included:

  • Work with professionals who truly understand their field. This will save you time, headaches, and potential issues in the long run.

  • Ensure your business is properly structured. The right structure can impact business tax deductions, legal protections, and growth potential.

  • Know what you can and should deduct, and when. Proper small business tax deduction planning involves understanding which expenses qualify and how to maximize savings while staying compliant.

Amy also emphasized the importance of asking the right questions to the right experts. Some tax-related questions are best left for business attorneys and insurance specialists, ensuring entrepreneurs receive accurate and legally sound advice.


One of the standout moments from her talk was when she said, "Tax laws are designed to impact behavior," which is why it’s critical to work with professionals who stay updated on annual tax law changes to help businesses make informed financial decisions.

Amy is a Senior Tax Manager at The Alt Key PLLC, a CPA firm in Mesa, AZ, specializing in comprehensive tax planning for entrepreneurs. Her firm helps businesses define success on their own terms and implement proactive financial strategies to drive long-term growth.

Brady Young – The Secret to Scaling Your Business Through Delegation

Brady’s insights focused on scaling a small business through delegation. He emphasized:

  • Knowing your worth as a business owner. Identify tasks that can be delegated to someone who can do them better, faster, or more cost-effectively.

  • Hiring strategically can actually save money. Investing in the right team allows you to focus on high-value business growth activities.

  • Evaluating the cost of not delegating. The opportunity costs of handling everything yourself can be significant—your time is your most valuable asset.

Brady is the founder of Thrive Coaching & Consulting, a firm specializing in Fractional HR services for small businesses, executive coaching for entrepreneurs, and leadership development for business owners.


Final Takeaways for Small Business Owners


The Thought Leaders Series on Tax Planning and Forecasting provided a wealth of information on financial and operational strategies for small business success. Whether you're looking to streamline tax preparation or delegate effectively to scale your business, the insights shared during this event were incredibly valuable.


Five people smiling in front of a screen displaying "Q1: Taxes and Forecasting" with logos and event details. Professional setting.
From left to right: Christie Boutain, Brady Young, Hannah Johnson, Amy Fuhrmann, and Emily Evans.

If you need assistance with small business taxes, bookkeeping services for entrepreneurs, or HR solutions for your business, I highly recommend connecting with Amy L. Fuhrmann, CPA and Brady Young of Thrive Consulting—two professionals who can help take your business to the next level.

I’m looking forward to more insightful discussions in our upcoming business development and financial planning events!


Upcoming Events Every Small Business Owner Should Attend


If you're interested in continuing your small business financial education and networking with like-minded professionals, check out these upcoming events:


In Person (AZ Folks) - Wine, Women, and Wealth This event is all about bringing women together to enjoy a glass of wine, relax, and discuss the latest chapter in the best personal finance books for women entrepreneurs. No need to read the book beforehand—everything is covered for you! They also dive into wealth-building strategies for female business owners. There are events happening in Peoria, Gilbert, and Scottsdale, so pick the location that works best for you. Email emily@mail.wellthjourney.com to be added to the invite list.


Virtual (USA Nationwide) - Small Business Big Benefits This workshop is designed for solopreneurs and small business owners exploring employee benefits. If you've ever wondered, "What health benefits can I offer as a small business owner?" or thought you were too small to qualify for benefits, this session is for you. Join them on February 26th at 2 PM (AZ time). Register at wellthjourney.com/events.


Let’s Connect & Grow Your Business


If you’re passionate about supporting small businesses through sponsorship opportunities or need expert guidance on scaling your business, contact Maverick May Solutions today.


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