Description

Year-End Tax Planning and Financial Preparation

As the year comes to a close, small business owners have a critical opportunity to take a proactive approach to tax planning and financial decision-making. This Small Business Roundtable will focus on key strategies to help you prepare for year-end, minimize tax liability, and position your business for a strong start in the new year.

Through a practical, discussion-driven format, participants will explore topics such as timing of income and expenses, available deductions and credits, and important financial considerations that can impact both short- and long-term performance. Join fellow business owners for a candid conversation and gain insights to help you make informed, strategic decisions before year-end.

Speaker info:

Colleen Bantz, Senior Manager, McKonly & Asbury

Colleen joined McKonly & Asbury in 2018 and is a Senior Manager in the firm’s Tax Segment. Colleen primarily assists clients in our Entrepreneurial Accounting Solutions by working closely with business owners to manage annual business filings, quarterly estimates, extensions, and proactive year-end planning. By preparing both business and individual tax returns, she is able to guide clients with a complete understanding of both their business and personal tax picture.

Colleen lives in Lancaster with her husband Josh and daughter Charlotte. During the fall she enjoys going to Penn State football games and cheering on the Buffalo Bills, go Bills! In her free time she loves reading and traveling. Find somewhere new to travel to and Colleen is on board for the next adventure.

Areas of Focus

• Family-owned Business
• Outsourced Accounting Services
• Tax

Education & Professional Certifications

• Grove City College
  • B.S. – Accounting and Finance

Matt Burns, Manager, McKonly & Asbury 

Matt joined McKonly & Asbury in 2018 and is a Manager with the firm’s Entrepreneurial Accounting Solutions team. Matt provides back-office accounting and tax services for a variety of clients, including small and family-owned businesses and nonprofits. He also assists clients with accounts payable and receivable, monthly close, sales tax compliance, financial statement preparation, year-end reviews and QuickBooks setup & support.

Outside of work, Matt enjoys spending time with his wife Kelli and their two boys. He is an avid sports fan and huge supporter of the Flyers and Eagles.

Areas of Focus

• Backoffice Accounting and Consulting
• General Ledger Systems
• Internally Prepared Financial Statements
• New Business Start-Ups
• Outsourced Accounting and Financial Services
• QuickBooks Consulting Services

Education & Professional Certifications

• University of Pittsburgh at Greensburg
  • B.S. – Accounting
• Certified QuickBooks ProAdvisor

What is the Small Business Roundtable?

The Small Business Roundtable sessions bring together entrepreneurs and business experts to share resources, strategies, and support for growing successful small businesses. With featured speakers from SCORE, attendees gain access to seasoned mentorship and practical advice on everything from financial planning to customer engagement. This program encourages open dialogue, problem-solving, and collaboration among local business owners. It's a valuable opportunity to learn, connect, and build a stronger foundation for long-term success.

Thank you to our Small Business Roundtable Presenting Sponsor!