Network In Action: The Complete Blueprint for Business Financial Success
In this powerful Network In Action session, founder Scott Talley brings together two financial experts to deliver a complete blueprint for business financial success:
Alfred White – Tax Strategist & AuthorMichele Mere Feist – Founder of Bottom Line Bookkeeping SolutionsThis isn’t just a tax talk.
And it isn’t just a bookkeeping lesson.
It’s a full financial strategy session designed to help entrepreneurs keep more money, gain clarity, and build stronger, more profitable businesses.
Part 1: Advanced Tax Strategies with Alfred White
With over 30 years of experience in taxation, Alfred breaks down powerful, legal tax-reduction strategies for both business owners and W-2 earners.
Key Topics Covered:
Permanent 20% Qualified Business Income (QBI) DeductionSALT deduction increase to $40,000Expanded bonus depreciation and R&D write-offsOvertime and tip deductionsChild tax credit increases and adoption credit updatesHealth Savings Accounts (HSAs) and retirement optimizationAutomobile interest deduction (U.S.-assembled vehicles)S-Corp income-shifting strategiesThe Augusta RulePaying your children through your businessAccountable plans and family management companiesAlfred also shares real-world case studies of clients who legally reduced six-figure tax liabilities through proactive strategic planning.
It’s not just what you make — it’s what you keep. Part 2: Bookkeeping That Builds Profitable Businesses with Michele Mere Feist
After tax strategy comes the foundation: accurate, strategic bookkeeping.
Michele shares how her frustration as a business coach — seeing clients operate with inaccurate or unusable financials — led her to launch Bottom Line Bookkeeping Solutions in 2021.
You cannot grow, scale, or sell a business built on bad numbers.
The Financial Clarity Self-Assessment
Michele walks attendees through a 20-question yes-or-no scorecard designed to evaluate bookkeeping health.
Business owners are challenged to ask:
Are payroll and sales taxes filed correctly and on time?Does my accountant have to fix my books every year?Do I know my most and least profitable services?Do I know my cost to acquire a customer?Do my numbers help me make decisions — not just file taxes?The 5-Minute Financial Review Framework
Michele introduces a simple system every owner should implement weekly:
Review your Profit and Loss Statement (current month and year-to-date)Review your Balance SheetReview Accounts Receivable and Accounts Payable aging reportsHold regular financial conversationsMajor Bookkeeping Red Flags
Negative liability accountsCredit cards reported incorrectlyLoan balances not decreasing properlyPoorly configured bank feed rules in accounting softwareBookkeeping is not compliance. It’s clarity. Why This Session Matters
Alfred teaches you how to legally reduce taxes.
Michele teaches you how to build financial visibility and confidence.
Tax efficiencyFinancial claritySmarter decision-makingSustainable growthThis session delivers both sides of business finance — strategy and structure.
Who Should Watch?
Small business ownersEntrepreneursSales professionalsContractorsReal estate investorsGrowing company leadersThis is essential viewing.
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