Ask Me Anything: Mid-Year Bookkeeping, Taxes & Financial Operations for RIAs

Is your firm's financial house in order for the second half of the year?

The middle of the year is the perfect time to step back, evaluate your firm's financial operations, and make adjustments before year-end. Whether you're thinking about bookkeeping, estimated taxes, cash flow, or financial reporting, a mid-year check-in can help you avoid surprises and finish the year strong.

Join the XYPN Books team for a live Ask Me Anything session focused on the financial side of running an RIA. Bring your questions and get practical insights from the professionals who help advisory firms stay organized, compliant, and financially healthy every day.

During this free event, you'll hear from:

• Tony Williamson, Director of Books
• Danielle Simard, Accounting Manager
• Samanta Martinez, Bookkeeping Specialist
• Gabriela Lopez, Lead Bookkeeping Specialist

In this session, you can ask questions about:

• Mid-year bookkeeping reviews and clean-up
• Estimated taxes and planning for upcoming deadlines
• Cash flow management and financial reporting
• Preparing now for a smoother year-end process
• Common financial operations challenges RIAs face as they grow
• Building systems and processes that support long-term success

Whether you're looking to get ahead of year-end planning or simply want answers to questions you've been putting off, this interactive session is an opportunity to connect directly with the XYPN Books team and walk away with practical next steps for your firm.