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Panel Discussion: Profit, Taxes, and Strategy

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Wednesday,  September 25, 9-11 AM

Join Fortuna Bank for an engaging panel discussion with experienced CPAs and bookkeepers as they share insights on profit, tax strategies, and financial planning for business owners. Gain practical tips and strategies you can apply right away to strengthen your business’s financial health and long-term success.

Moderator: Lori A.Kaiser, CPA, Fortuna Bank Board Member

 

Panel Participants:

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Michele Himes, CPA

Michele is a seasoned CPA with more than 25 years of experience in audit, accounting, and consulting. She has advised organizations on best practices in internal controls, budgeting, forecasting, and process improvement. Her expertise spans managing Sarbanes-Oxley compliance, outsourced accounting, and business consulting projects across various industries.

 

Kuhtenia event pic2Michele Kuhtenia, CPA

Michelle is an experienced CPA with a passion and commitment to help clients on a personal and practical level with their tax and personal finances. Michelle provides a variety of financial services to help families, individuals and small businesses plan for retirement and pursue their financial priorities with a tax intelligent edge.

 

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Ansiris Dominguez, Bookkeeper

Ansiris is an experienced bookkeeper with over 8 years of experience supporting small businesses across industries such as real estate, hair salons, cleaning services, and wine retail. Proficient in QuickBooks and Excel, Ansiris is committed to accuracy, organization, and helping businesses maintain clear, reliable financial records.

 

 

Please RSVP to Ashley Dick at adick@fortunabank.com or 419.673.5557

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GRAND OPENING CD

4.5

% APY
for 7 mos*
For information, call 614.347.3113 or contact us today!

* APY = Annual Percentage Yield. The information above is accurate as of 3/7/2025. All rates and APYs are determined at the bank’s discretion. Obtaining stated rates and obtaining a CD requires a Fortuna checking account with a minimum balance of $100. Minimum deposit amount is $500. Rates are for the initial term only and will renew to closest standard term product at the published rate at that time. Call or visit our financial center for additional details. Fees may reduce earnings and early withdrawal fee may be imposed. Fortuna Bank reserves the right to end the offer at any time. All deposits are subject to the Account Terms and Conditions. Member FDIC.