FALL 2026
The Re-Frame Retreat
Reframe your numbers. Walk into 2027 knowing where you stand.
Most of us run our businesses on a feeling about the numbers rather than the numbers themselves. This one puts the people who actually read them in the room — a bookkeeper, an accountant, and a financial planner — walking through what they wish every business owner knew before year-end.
Bring the questions you’ve been avoiding. There’s room to ask them out loud.
Date, time & speakers to come — this is the shape of the day.
Schedule
The Rhythm
What Your Books Are Telling You · with a Bookkeeper
The numbers you should be able to find in under a minute, what clean books actually look like, and the small habits that make year-end feel routine instead of frantic.
The Tax Conversation · with an Accountant
Write-offs, structure, and timing — what’s worth doing before December 31st, what changes as you grow, and where owners most often leave money on the table.
Paying Yourself & Planning Ahead · with a Financial Planner
Owner pay, savings, and what to do with a good year — building a plan that holds whether 2027 is your biggest year or your slowest.
Open Q&A & Connection
The part you can’t get from a podcast: your specific question, answered in the room. Light refreshments, mentorship, and time with humans navigating the same decisions.
Reframe your numbers. Walk into 2027 knowing where you stand.
WHAT YOU'LL LEAVE WITH
A clear picture
where your business actually stands
A year-end checklist
what to handle before Dec 31
Three experts’ answers
to your questions, not generic ones
A plan for 2027
built on numbers, not on a feeling
BRING YOUR QUESTIONS — AND YOUR NUMBERS IF YOU HAVE THEM
A Groundswell gathering created by STEM Creative & Tide Together Consulting
The experience & space
