3rd Annual Sarah Jones CPA Conference

Where Ambitious Entrepreneurs, Firm Owners & Financial Leaders Come to Scale Smarter. Are you ready to take your business to the next level? ACCELERATE, the 3rd Annual SJCPA Conference, brings together industry experts, growth-minded business owners, and accounting professionals for a powerful, one-day experience designed to help you scale your business with intention, strategy, and confidence. This year’s theme — ACCELERATE — is all about momentum. You’ll learn exactly how to build stronger financial systems, reduce your tax burden, improve profitability, and make smarter decisions that drive sustainable growth. What to Expect At ACCELERATE, you’ll gain access to practical, immediately actionable training sessions created specifically for small business owners and service-based entrepreneurs. Sessions include: ● Tax Strategy Deep Dives — Learn the advanced tax planning opportunities business owners miss and how to legally reduce your tax bill. ● Profit Optimization Workshops — Understand the metrics that matter and how to increase margins without working more hours. ● Cash Flow Mastery — Build a cash flow strategy that supports growth, stability, and long-term wealth. ● Systems & Scaling — Discover how streamlined financial systems can double your clarity and speed up decision-making. ● Owner Compensation & Wealth Planning — Get clarity on how to pay yourself smarter while building personal wealth. Each session is designed to equip you with clarity, confidence, and a roadmap for your next stage of growth. ️ Who Should Attend ● Entrepreneurs & small business owners ● Service-based business leaders ● Accounting professionals looking to elevate their advisory services ● Anyone committed to scaling sustainably and profitably If you're ready to stop reacting and start leading your business with proactive strategy, this event is for you. Why You Don’t Want to Miss ACCELERATE ● Learn directly from Sarah Jones, CPA, and the SJCPA team ● Access exclusive worksheets, strategy guides, and planning tools ● Network with other high-achieving business owners ● Walk away with real, actionable strategies you can use immediately ● Position your business for its strongest year yet Save Your Seat Space is limited to ensure an interactive, high-value experience. Reserve your spot today and get ready to ACCELERATE your growth, your profits, and your clarity. Agenda 1:00 – 1:15 PM Welcome, Light Housekeeping, Intro, Prayer Presented by: Sarah Jones & Casey Cease 1:15 – 1:45 PM Coaching in 2026 Casey Cease Accelerate: The Mindset, Metrics, and Momentum Business Owners Need in 2026 1:45 – 2:15 PM Estate and Business in 2026 Nick Dupre Wills vs. Trusts: Choosing the Right Path for Your Legacy 2:15 – 2:45 PM Real Estate and Investing in 2026 Clarissa Michaels & Ben Allison Blueprints for Prosperity: Crafting a Resilient Real Estate Investment Portfolio 2:45 – 3:15 PM Tax-Free Millionaire Sarah Jones Tax-Free Millionaire 3:15 – 3:45 PM Wealth Building in 2026 Nichol Freeman The AI Wealth Revolution: Investing in the Future of Intelligence 3:45 – 4:15 PM IRS-Related Lee Wilson IRS Audits: How Business Owners Stay Protected 4:15 – 5:00 PM Q&A Panel All Speakers