Partner-led webinar
Ready, set, profit: Tips to maximize tax savings and plan for a successful year ahead
Join Chris Anderson – CPA and founder of Monthend – for a webinar on tax season success, where you’ll discover strategies to save through effective tax preparation, financial planning and leveraging Buildertrend.
What you can expect from this webinar:
Unlock great tax savings
Discover actionable tax-saving strategies that could put hard-earned dollars back in your pocket by identifying overlooked deductions, minimizing tax liabilities and ensuring compliance with tax regulations specific to contractors.
Build your financial roadmap
Learn how to develop a comprehensive financial plan, including creating an annual budget that aligns with your business goals. Plus, find out how to use Buildertrend’s tools to track financial data, manage budgets and seamlessly integrate with QuickBooks for smooth tax preparation.
Get expert tax advice
Get tailored advice on how to avoid common mistakes and optimize your financial practices for the upcoming tax season.
Chris Anderson, CPA
Founder of Monthend
Meet the speaker
Chris previously served as a partner and chief financial officer in a building company, where he discovered Buildertrend after struggling with other software tools. With 10 years of experience using our platform, Chris shifted his focus to helping other builders with financial consulting, leading to the creation of Monthend. The Monthend team, which includes CPAs, bookkeepers and data specialists, supports builders by handling the financial side of their business while they focus on construction.
Kate Vazquez
Senior manager of customer success enablement at Buildertrend
Meet the moderator
Since joining Buildertrend in 2019 as a customer success manager, Kate Vazquez has been instrumental in training and consulting on best practices for builders. With experience as a strategy manager in the building industry, she brought her expertise in process streamlining and organizational structure to Buildertrend. Kate has also worked closely with builders to pilot, test and refine new services and products, ensuring they meet the needs of Buildertrend’s customers. Over the past few years, she’s collaborated across departments to integrate key Buildertrend initiatives, enriching the customer success team’s impact on builder success.