Small business accounting

4 Ways Small Businesses Can Get Ready for the New Year

For many small businesses, the calendar year is also their fiscal year. As we approach the new fiscal year, it’s not too late to complete any essential tasks, assess what’s working and what’s not, and implement the necessary changes. Of course, assessment does not have to lead to change. If you’re doing something that’s working,

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End-of-Year Checklist for Small Businesses: What Needs to Be Done by 12/31

In a perfect world, every business would be monitoring and recording important financial activity and data throughout the year. When you meet with your tax preparer, business consultant, or any other advisor and need to make informed decisions, the financials would be neatly organized and ready to go. Of course, if you haven’t been able

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Clarity and Confidence: The Value of a Mid-Year Review of Your Financials

Thinking about what’s possible for your business in the future and how you’re going to get there can be fun and exciting. Although it’s important to have a forward-thinking mindset, it’s important to first assess the recent history of your organization. A mid-year review of the financial side of your business can provide clarity about

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Business Owners, Consider Speaking with These People Before the End of the Year

As your organization grows and matures, needs change. The people who started providing services and solutions in the past may have been the right people at that time, but are they the best option for your organization today? Until you have these conversations, you don’t know what you don’t know – and what you don’t

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